Pinned ideas

PINNED Check for duplicate decedent names.

We continually have issues with multiple users started the same case. Data must be re-entered. I would be helpful to have the system check for duplicates when entering a decedent last name to avoid these types of issues. Even a "merge" record woul...

Case Management

Showing 197

1 VOTE

Restrict ability to delete case files by user role

Restrict the ability to delete uploaded case files by user role, only allowing admins or other designated user roles the ability to delete those files. Would allow us to rely less on paper files and rely more heavily on Passare if we knew uploads ...

Melissa Steeber over 2 years ago in Case Management / Files 0 Planned

2 VOTE

Scheduling Price List Changes - Cost

Need the ability to be able to schedule cost updates in the price list just like we are currently able to schedule changes for the retail price.

Kelsey Swearingen over 2 years ago in Case Management / Price List 0 Planned

1 VOTE

Add Step-Grandchild to Relationship dropdown on F&F page

Add Step-Grandchild to the relationship dropdown on the F&F page.

Guest over 2 years ago in Case Management / Family & Friends 0 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.

Alice Brousseau over 2 years ago in Case Management / Goods & Services 0 Planned

3 VOTE

Cremation is Final Disposition

When you select cremation and the crematory, that information should remain in the boxes for disposition address. If you are burying the cremated remains in a cemetery, it overrides the crematory address and replaces it with the cemetery address. ...

Guest over 2 years ago in Case Management 0 Planned

1 VOTE

Add a Memo Column to the Payments and Adjustments System Report

It would be incredibly useful to add a memo column to the Payments and Adjustments System Report. Currently, the receipt number field does not populate for Insurance Assignments. Adding the memo field would add this information to the report. I ha...

Devin Pauly over 2 years ago in Case Management / System Report 0 Planned

1 VOTE

Include Value in Survey Report Configuration for Contract Total Less Tax and Cash Advance Items

Users who use the Survey Report Configuration are requesting a way to have the Total Contract column exclude both Cash Advances and Sales Tax. Currently, under the Value drop-down, you can select Total Sales Price to exclude Tax, but there is no w...

Kaylan Johnson over 2 years ago in Case Management / System Report 0 Planned

1 VOTE

Remove the limit on Survey Report Columns

Krause would like the limit of 40 Survey Report Columns to be removed or at least increased.

Julie Hofmann over 2 years ago in Case Management 0 Planned

4 VOTE

Add Decedent Date of Birth to the tool bar at the top of each page in a case. Krause would like this added under the DOD that is currently there.

Julie Hofmann over 2 years ago in Case Management / Case 3 Planned

5 VOTE

Ability to edit Case File Name

Would like to be able to right click on a case file and change the name of it.

Susan Grieco over 2 years ago in Case Management / Files 0 Planned

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