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...
Add ability for family to assign roles in Planning Center
Funeral Homes would like the family to have the ability to assign roles (specifically Pallbearer, Honorary PB, Urnbearer) in the planning center when adding family & friends on the family page in Planning Center.
We have customers who are using forms that do not always require one specific role to sign or have information populate (Informant is not always Primary Purchaser) and would like the versatility of 2.0 to pull the information based off of signer, ...
Default select the Payer in the email receipt field
typically, the receipt will need to be emailed to the payer on the transaction. When the Payer is selected, ideally, it would default to putting their name in the "email receipt" field to avoid having to choose the payer and then search again for ...
Please create a functionality to allow scheduling of effective dates for price lists, so that form disclosures may be updated automatically. Since we are now able to schedule in the prices themselves, adding in the effective dates would make it so...
Ability to delete photos within a Personal Items folder in Decedent Tracking.
When creating folders in the Personal Items section in Decedent Tracking you can add multiple photos to the folder. If you are wanting to just delete one of the photos in the folder you have to delete the entire folder. We should have the ability ...
Ability to Filter Checks User Report by Account Code
Needing the ability to filter any checks user report by account codes. Also needing column options available in normal user reports for checks user reports.
User Story Kelsey, We are in desperate need of changing how we track urns after cremation. I have been looking at the cremation tracking section on Passare, but feel it needs to be revamped before we can jump over to it. The following requests wil...
It would be helpful to see easily acquaintances phone numbers when looking up a case. I would suggest including this info where they are listed on Case Summary and on Family & Friends pages.
0
New
0
New
