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Rolodex

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Attach a document to a Rolodex entry

The ability to attach a document to a rolodex entry. We have many churches and cemeteries that have policies and fee schedules that would be helpful to have right in the rolodex.
Alex Rydell over 3 years ago in Case Management / Rolodex 0 Future consideration

Shipping Information Pull From Rolodex

I spoke with Glenn at Mckoon Funeral Home and he said they do a lot of shipping and it would be beneficial for the "ship from" and "ship to" dropdowns to pull from the rolodex. Currently, the only options are the branches of that organization. It ...
Tarrence Price over 3 years ago in Case Management / Rolodex 1 Planned

Rolodex Check for Duplicates

User would like a "Check for Duplicates" function (like we currently have for SSN) that scans the rolodex for duplicate addresses. There are often businesses or venues that have name changes/variations, and this function will help users prevent du...
Jessie Goggans about 3 years ago in Case Management / Rolodex 0 Future consideration

Merge Rolodex contacts

Rather than delete one contact, could there be a way to merge them?
Holly Stammis over 2 years ago in Case Management / Rolodex 1 Future consideration

Create Setting to Allow Rolodex to Feed Down to Child Orgs

Many larger organizations have a parent/child org hierarchy due to staffing access, etc. and frequently need the option to share Rolodex entries from the parent level. Here are a couple of examples where this causes issues with the way it works to...
Kaylan Johnson 5 months ago in Case Management / Rolodex 1 Future consideration

Rolodex access within a case (specifically At-Need cases)

Having the ability to lookup a phone number or a cemetery charge in the rolodex while not having to leave the case would be extremely helpful. Even if you could do a quick search in the rolodex and click on the person/organization you need and the...
Guest 9 months ago in Case Management / Rolodex 1 Future consideration

Adding memorial contributions to the obituary

When adding a new organization to the rolodex for memorial donations, you are required to add a website for that organization. When no website is entered, Passare will not save the information. Not all non-profits have an on-line donation option. ...
Tim Marodi about 1 year ago in Case Management / Rolodex 0 Future consideration

Ability to have Mutiple Addresses for 1 Contact

This is useful for Physicians/Clergy/Doctors/Nurses and other contact types that are affiliated with multiple locations. They have different addresses that have to be used on forms for separate cases. This helps with minimizing the use for duplica...
Guest about 2 years ago in Case Management / Rolodex 0 Future consideration

Links to Service Providers Contact Info within Service

We would like to see "show address" and "show contact information" for the Service Providers. This is currently available for Venue information (Funeral Options > Add Service > Venue) but not for Service Providers. The system asks for the in...
Guest over 5 years ago in Case Management / Rolodex 0 Planned

Integrating all rolodexes of the organizations under one umbrella into one

We currently have several locations under the umbrella of Hoy Kilnoski. There are many times we use the same cemetery, church, grave digger, etc. I think it would be great if we could have just one rolodex between all locations rather than having ...
Guest over 1 year ago in Case Management / Rolodex 0 Future consideration