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...
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...
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...
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...
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.
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.
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...