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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 75

Copy Single or Multiple Family & Friends

A customer requested the ability to copy Family & Friends (single or multiple) from an existing case to another. This would be for all case types.
Erin Merriott almost 2 years ago in Case Management / Family & Friends 0 Shipped

ME Case number field

When we select that the Coroner/ME was contacted, it would be nice to have a field to enter the ME's case number. We need to reference this when we call the Cook County ME's office, and include it on the death certificate. Right now we are just pu...
Holly Stammis almost 2 years ago in Case Management / Data Entry 0 Shipped

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...
Erin Merriott almost 2 years ago in Case Management / Data Entry 0 Shipped

Client lookup

For as much money as you charge, your program is terrible for looking up on a mobile device. This is suppose to be one of the positive things and it is no where near available to look up clients from another location!!!
Guest almost 2 years ago in Case Management / User Management 0 Shipped

Sort Custom Fields when they are added as columns on a Case Listings Dashboard

This used to be a feature where we could sort (A-Z or Z-A) Custom Fields Columns in a Case Listing Dashboard. This feature was extremely helpful in organization of our active cases on a more granular level than permitted by the fields available wi...
Cailen Franze almost 2 years ago in Case Management / Reports & Dashboards 0 Shipped

Reports- Add a way to run Next of kins email

Add a way to run a report for Next of Kins email
Matt Murphy over 2 years ago in Case Management / Reports & Dashboards 0 Shipped

User Report Container Tags

Steve Jenkins sent a report over to us on July 22, asking for all Foresight funeral homes to be added to it. The issue is that several columns are blank because the report tags are pulling from the incorrect area in Passare. The "Container Type" t...
Tarrence Price over 2 years ago in Case Management / User Report 1 Shipped

Default Veteran Yes/No Field to Blank

Users would like Veteran Yes/No radio button field (Vital Stats page) to be defaulted to blank, instead of 'No'. This should be upon creation for all case types, and includes cases brought over by FDLIC integration, as this can cause confusion sin...
Jessie Goggans over 2 years ago in Case Management / Data Entry 3 Shipped

Price List Categories in User Reports

Users would like the ability to create a User Report with a column(s) that include categories and respective sales data. Much like the Survey Report or General Sales columns - we'd like the capability to see sales data per category in User Reports...
Jessie Goggans almost 3 years ago in Case Management / User Report 2 Shipped

Connect Funeral Options & Disposition Pages

If we enter in a Burial event on Funeral Options, it should populate a "Burial" disposition on the Disposition page with details, and vice versa. Certain events should allow for these 2 pages to tie together (burials, cremation services, etc) thou...
Jessie Goggans almost 3 years ago in Case Management / Data Entry 1 Shipped