💡 Share your Ideas!

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
5 Vote

Adding an Attachment Column to the Dashboard

When Funeral Homes enter Pre Needs they typically scan the Pre Need contract and attach it to the Case Files. Right now if they are wanting to make sure the Pre Need contract is attached to the Case, they have to click into each Case. It would sa...

Created 8 Jul 01:53pm by Guest

Case Management / Reports & Dashboards

1 Future consideration
1 Vote

New Calendar Widget

Customer requested the ability to have the new system calendar as a widget or the setting to see a week on the old existing schedule widget.

Created 22 Sep 09:00pm by Erin Merriott

Case Management / Widget

0 Gathering interest
3 Vote

Aftercare Report Death Date Anniversary Filter and Date Range

A user would like to add the ability to filter User Reports on the Death Date Anniversary of decedents for User Reports. In addition, a new Date Range needs to be added on the Run Your Report page for the last month of the last year (E.g., 07/01/...

Created 28 Jul 08:14pm by Devin Pauly

Case Management / Reports & Dashboards

1 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
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 SoldDetailed SalesItems Sold

Created 23 Jun 02:32pm by Kaylan Johnson

Case Management / System Report

1 Planned
3 Vote

SuperAdmins to Access Any User Report

SuperAdmins need the ability to view and edit any user report created. Ops are often asked by customers to edit reports created by other Ops members (currently employed or unemployed), or reports created by other FH users. We should be able to edi...

Created 15 Jul 04:48pm by Jessie Goggans

Case Management / User Report

0 Planned
2 Vote

Exclude Deleted Cases Financials from Accounting Exports

Currently when running an accounting export, you can export financials from a case that has been deleted. In the sense of things if a case is deleted you would no longer need those financials therefore it can cause some confusion if the financial ...

Created 27 Jul 09:54pm by Sierra Chaffin

Case Management / Export/Import

0 Planned
12 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 ...

Created 14 Apr 04:05pm by Nick Tunheim

Case Management / User Report

1 Future consideration
2 Vote

Sales Tax / Change date from date contract signed to date of death

Currently, when pulling sales tax for at-need cases, it pulls by date contract is signed. Would like an option to pull by date of death.

Created 14 Jul 05:38pm by Guest

Case Management / User Report

0 Future consideration