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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 almost 3 years ago in Case Management / Rolodex 0 Future consideration

Rolodex share contact

In many cases funeral directors or office staff have to access multiple locations, it would be convenient to access rolodex contacts that are shared between all the locations without creating another contact of the same person/church/cemetery in t...
Guest about 2 months ago in Case Management / Rolodex 0 Gathering interest

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 7 months ago in Case Management / Rolodex 0 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 3 months 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 about 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 over 2 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

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 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 almost 2 years ago in Case Management / Rolodex 0 Future consideration

Rolodex Roles Selection

Allow you to select multiple roles when creating a rolodex entry. For example, when selecting a caller and you add a nurse. I really want to add a hospice nurse but it does not give me an option.
Dennis Helwig about 1 year ago in Case Management / Rolodex 0 Future consideration