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6 Vote

Merge/Sync Rolodex

It would be nice to be able to merge/sync a rolodex throughout a funeral home group like "The Group" , Vertin, Legacy, etc. This will help funeral directors that work at multiple locations not have to enter the same person/business in multiple ti...

Created 23 Jul 05:05pm by Reagan Biggs

Case Management / Rolodex

0 Future consideration
3 Vote

Attach files to rolodex entry

We would like the ability to attach a file (such as a price sheet) to a rolodex entry (such as a cemetery). We still go back to SRS' rolodex because they have this functionality.

Created 28 Aug 05:41pm by Guest

Case Management / Rolodex

0 Future consideration
2 Vote

New Rolodex Entry Notification

Customers would like the ability to receive a notification when a new rolodex entry is created. This is due to rolodex entries now being able to have default bank accounts and check transactions tied to accounting/check writing. Currently when a f...

Created 8 Jan 09:53pm by Erin Merriott

Case Management / Rolodex

0 Future consideration
2 Vote

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...

Created 26 Mar 02:47pm by Guest

Case Management / Rolodex

0 Planned
2 Vote

Default list of Memorial Donations

It would also be nice to have a drop down menu for memorial donation with the address and phone much like the rolodex which can be tailored to each region.Edit from Passare team: it would be nice to have a pre-loaded list of common charities that ...

Created 12 Sep 06:28pm by Kim Shute

Case Management / Obituary / Rolodex

0 Future consideration
1 Vote

Add customer number on checks written

When we send a check to a company, it would be nice to put our account number to that company on the check. So they can assign it to the right account.

Created 26 Apr 08:10pm by Guest

Case Management / Rolodex

0 Future consideration
1 Vote

New Option for Location of Death

Please see screen shot. A customer asked for this and it is marked as shipped but isn't actually available. :(

Created 9 Mar 02:48pm by Erin Merriott

Case Management / Rolodex

0 Planned
1 Vote

Ability to Add Rolodex ID and Tax ID when Creating a New Rolodex Entry within a Case

Right now you can create the new entry within a case but you then have to visit the back end to complete the Rolodex ID and the Tax ID. Could this maybe be a new options tab at the end (so it's out of the way for those who don't need it) when crea...

Created 5 Nov 04:22pm by Erin Merriott

Case Management / Rolodex

0 Future consideration
1 Vote

Add Hospice Nurse and Nurse Practitioner to the Caller list on First Call page

On the First Call page for Caller: Nurse is an option, but it only pulls the "Nurse" entry type people and not Hospice Nurse or Nurse Practitioner. Only work around it to add your nurse entries more than once in the rolodex. Customer would like b...

Created 3 Sep 01:51pm by Erin Merriott

Case Management / Rolodex

0 Planned
1 Vote

Be able to print a document for Rolodex Entries

Have a document that can be added to rolodex entries so they can be printed from the case when the entry is selected. This is more efficient then having to copy and paste notes from within the entry onto a word document.

Created 8 Apr 07:41pm by Guest

Case Management / Rolodex

0 New