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2 Vote

Custom Fields per Page

Customers would like to see custom fields per page rather than all on one separate page. The current setup leaves a lot of opportunity to miss entering important information since they must visit a complete different page. It would be ideal for cu...

Created 19 Apr 04:00pm by Erin Merriott

Case Management / Data Entry

0 Future consideration
30 Vote

Autosave when you change pages

It would be nice if you could transfer pages without having to save, an auto save when you shift maybe.

Created 4 Feb 09:47pm by Product Team

Case Management / Data Entry

1 Future consideration
1 Vote

Custom Fields: Add type to include Family and Friends

When setting up Custom Fields, as for the Field Type. It would be good if one of the options was to be able to choose from the Family and Friends table.

Created 18 Feb 06:56pm by Guest

Case Management / Data Entry

0 Future consideration
1 Vote

Veteran Information Page

On the Veteran Information page where you fill in additional information at the bottom for application for a flag, if you select "Other" as the person to receive the flag, there is no box that pops up to enter the details. It would be helpful to b...

Created 4 Feb 04:42pm by Erin Merriott

Case Management / Data Entry

0 Future consideration
3 Vote

Populate At-Need tab with Pre-Need information in the case information side bar

When selecting counselor or secondary arranger in the Pre-Need tab it would be convenient to populate the At-Need tab with the name selected in the drop down.

Created 23 Jun 08:32pm by Guest

Case Management / Data Entry

1 Future consideration
1 Vote

Ability to change order on lot description

It's not a big deal- and it might totally be a regional thing, but the order of lot description on the dispositions page is out of order from the way many of cemeteries by us do it. It's a little confusing visually to see things out of order. For ...

Created 18 Jan 09:16pm by Holly Stammis

Case Management / Data Entry

0 Future consideration
2 Vote

"Location of Death - Other" Needs Fields to Enter an Address

Customer is requesting when you choose the Location of Death as "Other", the fields to enter an address would appear. Currently only a single text box is available. The example given was that a decedent passed at the daughter's residence. They wou...

Created 8 Jan 09:33pm by Erin Merriott

Case Management / Data Entry

0 Future consideration
1 Vote

add additional selections for "race"

On the MS Death Certificate, a family can choose more than 1 race to identify their background. The MS Gulf Coast is a multi-ethnic area and many times we have a deceased from a mixed race family but are only allowed to choose 1 race on Passare. I...

Created 16 Mar 09:35pm by Guest

Case Management / Data Entry

0 Future consideration