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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 30

Allow General Reports Category to Pull Only One Case at a Time

Vertin firms use a system report called Cash Advances to Pay - Vertin Co. management has requested that this report be available under the General Reports category so that more of their users can access the report. However, they need to be able to...
Kaylan Johnson over 3 years ago in Case Management / System Report 3 Not being considered

User Reports fields to indicate where the data is coming from in Passare

As a user, I would like to see where the data is coming from in Passare for the User Reports.
Product Team about 4 years ago in Case Management / User Report 0 Not being considered

Ability to have a quick add button for each section in Goods & Services

As a user, I would like the ability to have a quick add button for each of the sections on the Goods & Services page.
Product Team about 4 years ago in Case Management / Goods & Services 0 Not being considered

Adding New Column (i.e., Has Unsigned Changes) Should Add to All Filtered Tabs (Pre-Existing and Newly Created)

If a User has multiple tabs on their Dashboard (Case Listing) and they add the newly created column "Has Unsigned Changes" to the main All Cases tab, this column should appear in every tab on the current dashboard. Otherwise, the user has to clic...
Kaylan Johnson about 4 years ago in Case Management 0 Not being considered

WePay invoice at end of month not out of transaction amount.

Bank statements don't match deposits on invoice, makes reconciliation / auditing more difficult. An invoice at the end of the month or an automatic bank transfer would be acceptable.
Jim Golub about 4 years ago in Case Management / Integrations 1 Not being considered

Allow the program to open to the Vital Stats Tab, last at-need case every time

It would be nice to allow the program to open to the Vital Stats Tab, last at-need case every time without having to tab through all cases, pre-need, and at-need, then selecting a case and beginning at the first call tab. It is a lot of unnecessar...
Product Team about 4 years ago in Case Management 0 Not being considered

Display notes on AR Report

We want notes that are entered into the case (Payments & Adjustments notes) to show up on the AR report next to each case's balance.
Guest about 4 years ago in Case Management / System Report 0 Not being considered

Allow for admins to see multiple companies without having to switch between them

Allow for admins to see multiple companies without having to switch between them
Guest about 4 years ago in Case Management 0 Not being considered

Menu to show accounts receivable

It would be nice if there was a menu to show accounts receivable.
Product Team about 4 years ago in Case Management / Accounting 0 Not being considered

Ability to connect searches based on churches and clergy to help recreate checks

I would like the ability to connect searches based on churches and clergy so that I can recreate checks for the people that go to the same church or use the same clergy
Product Team about 4 years ago in Case Management 0 Not being considered