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Goods & Services

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Bring the descriptions for "Other" items in DIGicon come over to the Preneed Case in Passare

In DIGIcon, there are many "Other" items listed under the various sections fo the Preneed contract. For Example, Other Merchandise could be the "DVD" or "Memorial package". DIGicon has these descriptions (because they are required) however the inf...
Jessie Martin 3 months ago in Case Management / Goods & Services 0 Future consideration

Warning when changing branches if there is a Contract built already

When changing a case that has a contract built out on it to a new branch within an organization, the GL account numbers still reflect the previous branch, rather than updating to the new branch’s GL account numbers. The only way to correct this is...
Marshall Brooks 3 months ago in Case Management / Goods & Services 0 Future consideration

Add the ability to distinguish between family balance due and balance paid by pre-need policy

I am requesting a feature that would allow us to distinguish between goods and services that are covered by a pre-arranged policy and items that the family adds to the contract at the time of death. It would be helpful for Passare to automatically...
Corbin Kill over 1 year ago in Case Management / Goods & Services 0 Future consideration

Create a Draft or Quote of a Contract

Families often want to see multiple variations of the contract. Would be great to be able to create multiples drafts or quotes within the same case.
JOEL WALTERS almost 6 years ago in Case Management / Case / Goods & Services 0 Future consideration

Reminders on contract line items

it would be nice to have the ability to set reminders on an line item in the Goods & Services page. If a service is a month away, then we might not want to order the flowers or casket, or whatever the item may be so far in advance. Or if we do...
Susan Espinosa about 1 year ago in Case Management / Goods & Services 0 Future consideration

Receipt of Email Receipt

When we email receipt if there could be note that details if a receipt has already been emailed.
Guest about 1 year ago in Case Management / Goods & Services 0 Future consideration

Duplicating Contract

In the event that there are family members who would like the same contract, to save time it could be beneficial to be able to copy/duplicate the contract from one family member to another.
Guest almost 2 years ago in Case Management / Goods & Services 0 Future consideration

Adding Date to Line Items on Goods and Services

It would be a lot easier to add the line item addition date to the goods and services pages rather than having to pull the reports just to simply find a date.
Guest almost 3 years ago in Case Management / Goods & Services 0 Future consideration

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...
Guest over 3 years ago in Case Management / Goods & Services 1 Future consideration