Goods & Services | 💡 Share your Ideas!

Move Contract Due Date to the Goods and Services tab and make required. before printing SFG.

Almost every time I'm preparing a contract, I forget to indicate a due date. The reason is, because it's on the Payments and Adjustments tab. It makes much more sense for it to be on the G&S tab. Also, this date should be required before print...

Created 18 Mar 06:37pm by Guest

Case Management / Goods & Services

1 Future consideration

4 Vote

We use the G&S for Pre-Need cost estimates at Wenig FHs (Vertin Co) as it's most customizable; any chance we can get a "copy from" button for a spouse who selects similar services?

This would give our families two customized estimates without the hassle of re-entering.

Created 21 Oct 05:09pm by Guest

Case Management / Goods & Services

1 Planned

1 Vote

The ability to copy a product/package

A lot of times, the majority of a product or package will mirror another product/package. It would be able to copy that product/package instead of having to create one from scratch. This could be a big time saver.

Created 25 Aug 03:32pm by Alice Brousseau

Case Management / Goods & Services

0 Planned

1 Vote

Hide the cost hamburger icon on the Goods & Services page (make it permission based)

Hutchens Funeral Home would like the ability to hide the cost hamburger icon on the Goods & Services page from certain users. They want to enter their cost of goods in the system but do not want their staff to be able to see what they pay for ...

Created 30 Jul 01:39pm by Julie Hofmann

Case Management / Goods & Services

1 Planned

1 Vote

Resize Variable Quantity Window for Discretionary Items on Goods & Services Based on Character Count

Users have reported difficulty viewing the variable quantity they input on discretionary items on the Goods & Services page after 2-3 characters. The only way to see any additional characters is to click into the box and use the right-arrow ke...

Created 29 Jul 01:50pm by Kaylan Johnson

Case Management / Goods & Services

0 Planned

3 Vote

Goods & Services setting to delete all items

Please add in Goods and services- setting- delete all items. I have to give families options and give them different invoices. Deleting each item one by one and saving takes up too much time. Thank you.

Created 12 Feb 08:22pm by Marcus Wilson

Case Management / Goods & Services

0 New

2 Vote

Having a link in goods & services to a corresponding cash sale

I don't think there is currently a way to know that a cash sale exists relating to a specific case UNLESS you open each cash sale to see if there is a case reference on the basic info page. Even though it does link back to the case from within the...

Created 30 Apr 08:34pm by Guest

Case Management / Goods & Services

0 Planned

💡 Share your Ideas!

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Have the ability to present merchandise and packages to families via Passare.

Show Balance including pending payments

Multiple Contracts for Same Case

Move Contract Due Date to the Goods and Services tab and make required. before printing SFG.

We use the G&S for Pre-Need cost estimates at Wenig FHs (Vertin Co) as it's most customizable; any chance we can get a "copy from" button for a spouse who selects similar services?

The ability to copy a product/package

Hide the cost hamburger icon on the Goods & Services page (make it permission based)

Resize Variable Quantity Window for Discretionary Items on Goods & Services Based on Character Count

Goods & Services setting to delete all items

Having a link in goods & services to a corresponding cash sale

Filter by status

Filter by category

Identify yourself with your email address

Have the ability to present merchandise and packages to families via Passare.

Show Balance including pending payments

Multiple Contracts for Same Case

Move Contract Due Date to the Goods and Services tab and make required. before printing SFG.

We use the G&S for Pre-Need cost estimates at Wenig FHs (Vertin Co) as it's most customizable; any chance we can get a "copy from" button for a spouse who selects similar services?

The ability to copy a product/package

Hide the cost hamburger icon on the Goods & Services page (make it permission based)

Resize Variable Quantity Window for Discretionary Items on Goods & Services Based on Character Count

Goods & Services setting to delete all items

Having a link in goods & services to a corresponding cash sale