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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...
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On Dashboard, when contract total amount or outstanding balance is viewable, when clicked, go directly to that financial page.

Reduces my navigation time. I like when using the universal search, it goes to the same page in the new case. But that only works when you search from a specific case page. This would give you direct access to the financials of the case selected.
Joseph Schuller about 4 years ago in Case Management / Goods & Services 1 Shipped

Collaboration Center Text Invites - Option for Default On/Off

Would like the Collaboration Center text message checkbox to have a settings option to be defaulted on or off. Right now the box is always checked "on", while I prefer to designate who should receive the texts manually. Every family and situation ...
Guest about 4 years ago in Case Management / Family & Friends 5 Shipped

Ability to change the order of Custom Fields

It would very helpful to be able to change the order of our custom fields. Also, when fields are removed and added the numbering sequence gets completely thrown off.
Jill Materia about 1 year ago in Case Management 1 Shipped

FH needs notification when documents are uploaded

When the family uploads documents within the collaboration center, the FD needs to receive a notification. I see this working similarly to the CC alerts, once an hour instead of every time in case the family is uploading 25 pictures. As we are usi...
Guest about 4 years ago in Planning Center 0 Shipped

Add Funeral Options Page on Imminent-Need Cases

User Story Imminent Need cases need to have the Funeral Options page available under Arrangement just as Pre-Need and At-Need cases. This is possibly more important on Imminent Need than Pre-Need as the Funeral plans are expected to take place soo...
Kaylan Johnson over 3 years ago in Case Management / Data Entry 2 Shipped

Accounting Lock Date History

Unlocking the Accounting Date and backdating items can be detrimental if the books have already been closed for the month. We need more accountability around this action. Ideally, it would have a history like the signing of the user that locked an...
Kelsey Swearingen almost 4 years ago in Case Management / Goods & Services 0 Shipped

Default the "Update the current price list" checkbox is selected for Importing Price List CSV's

If updating a price list in a CSV , the "Update the current price list" checkbox MUST be selected in order not to duplicate the price list. That checkbox being checked by default would mitigate this risk and save Support and Build teams a HUGE amo...
Kaylan Johnson almost 4 years ago in Case Management / Price List 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

Download Multiple Photos/Files in Collaboration

Would like to be able to download multiple photos or files shared by the family from the Collaboration Center. When the family uploads 50+ photos for a video tribute, these all have to be downloaded one by one which is very tedious and time consum...
Guest almost 4 years ago in Planning Center 3 Shipped

Mass Sign Cases

Funeral homes would like the capability to sign multiple cases at once in the instance they fall behind on signing. Signing is directly related to financial reports & tax schedules, and having this functionality would be a huge benefit to clos...
Jessie Goggans over 3 years ago in Case Management / Export/Import 0 Shipped