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1 Vote

Trade QB Export

Users utilizing both Trade cases and QB exports need to be able to see invoices grouped by Trade Business as the QB Customer. It currently groups by Deceased Name, even though the trade business is truly the customer being billed.Spoke with Daniel...

Created 20 Jul 06:14pm by Jessie Goggans

Case Management / Export/Import

0 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
6 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

Missing Signing Filter

The "Missing Signing" filter is what we teach customers to use when needing to see cases that require a signing of some kind (1st signing, unsigned changes, etc.). In the past this filter did not pull cases (to my recollection) with a $0.00 contra...

Created 15 Jun 05:06pm by Erin Merriott

Case Management / Reports & Dashboards

0 Future consideration
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

Add a page number to the top of page in case listing like we have on bottom.

When you are working on multiple pages in case listing, say you are on page 46, when you click on decedent and look at the information then go out of it, it takes you back to first page, you have to scroll down the page to get back to that page. ...

Created 26 Apr 08:17pm by Guest

Case Management / Widget

0 Future consideration
1 Vote

Trade Business to Show in Primary Purchaser Column if Selected

The customer would like to not need 2 columns (Primary Purchaser and Trade Business) on their whiteboards for Trade vs. AN cases due to space constraints. They would like the Primary Purchaser column to show the Trade Business if one is selected O...

Created 15 Apr 05:14pm by Erin Merriott

Case Management / Reports & Dashboards

0 Future consideration
2 Vote

Inventory On-Hand Report Changes

Inventory On Hand Report needs to include the following information to meet Federated inventory report requirements. This is important for all customers using Federated and Passare Inventory feature:Add Manufacturer column (pulling from Price List...

Created 14 Jan 03:02pm by Jessie Goggans

Case Management / Integrations / System Report

1 Future consideration
1 Vote

Additional Check Register System Reports

Customer would like to have a Check Register System Report by Vendor and a Check Register System Report by Case. The columns available for the system report are not available to build a user report and filter as needed.

Created 8 Jan 10:45pm by Erin Merriott

Case Management / System Report

0 Future consideration
1 Vote

Lock Headings in dashboard

It would be nice if you have a list of more than one or two cases, if the headings of the dashboard would remain at the top like you can a spreadsheet so you are reminded what the column is named and where you need to look as you scroll down. I o...

Created 1 Oct 02:14pm by Elizabeth Reed

Case Management / Reports & Dashboards

0 Future consideration