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2 Vote

Search by Case Reference (Cash Sales)

Users would like to see all associated cases (connected by Case Reference) when searching by at-need OR cash sale. Currently, searching by Cash Sale name will pull an associated At-Need, but searching At-Need name will not pull associated Cash Sal...

Created 23 May 09:09pm by Jessie Goggans

Case Management / Reports & Dashboards

1 Gathering interest
2 Vote

Decedent Tracking Dashboard Filters

Users would like to filter & view details for any tracking location on the Dashboard. Currently, Passare only shows "last location". For example, users would like to see a snapshot of details around all cases' "Pickup" location, including user...

Created 28 Apr 11:04pm by Jessie Goggans

Case Management / Reports & Dashboards

0 Future consideration
1 Vote

Merchandise reports

There are some reports that I would find really useful that don't exist--or at least I don't think they exist. Basically, I want to know what our most popular caskets have been over the last 2 years. But all I can get is a list of ALL of the merch...

Created 27 May 06:44pm by Holly Stammis

Case Management / User Report

0 Gathering interest
7 Vote

User Report Container Tags

Steve Jenkins sent a report over to us on July 22, asking for all Foresight funeral homes to be added to it. The issue is that several columns are blank because the report tags are pulling from the incorrect area in Passare. The "Container Type" t...

Created 2 Aug 05:12pm by Tarrence Price

Case Management / User Report

1 Planned
13 Vote

Reporting on Checklist Tasks

While working with Client Service's customers on workflows, there currently isn't a way to report on checklist items that are not complete. The only output via User Reports is a list of all checklist items. Attached is a User Report showing row re...

Created 14 Apr 04:05pm by Nick Tunheim

Case Management / User Report

1 Future consideration
9 Vote

Mass Sign Cases

Funeral homes would like the capability to sign multiple cases at once in the instance they fall behind on signing. Signing is directly related to financial reports & tax schedules, and having this functionality would be a huge benefit to clos...

Created 13 Oct 08:02pm by Jessie Goggans

Case Management / Export/Import

0 Planned
6 Vote

Price List Categories in User Reports

Users would like the ability to create a User Report with a column(s) that include categories and respective sales data. Much like the Survey Report or General Sales columns - we'd like the capability to see sales data per category in User Reports...

Created 28 Apr 04:59pm by Jessie Goggans

Case Management / User Report

2 Future consideration
1 Vote

Insurance Tracking

We have a payment form for Insurance and it will show as Pending until payment comes through. However, Passare only allows tracking if we use CLAIMCHECK and we do our own in-house on insurance assignments. The dashboard view created will show noth...

Created 7 Apr 04:28pm by Elizabeth Reed

Case Management / Reports & Dashboards

0 Future consideration
4 Vote

Add Cash Sale Case Type to System Reports

Users need to be able to pull the following System Reports and specify only Cash Sale Cases, just like they can all the other case types. Detailed Items Sold Detailed Sales Items Sold

Created 23 Jun 02:32pm by Kaylan Johnson

Case Management / System Report

2 Planned
6 Vote

Make names Clickable

On the Case Listing you can edit the columns to multiple different options of listing the name but it appears the only one you can click into (for the Decedent) is the Decedent Full Name column. For many they like to list Decedents Last Name, Firs...

Created 16 Oct 03:50pm by Sierra Chaffin

Case Management / Reports & Dashboards

1 Planned