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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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Case Management

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Florida State Reporting

Florida requires every firm to submit two reports each month to the State. They are the Monthly Report of Bodies Handled and the Cinerator Report. *Both Attached Currently Passare cannot create these reports due to the date they need to be filtere...
Julie Hofmann over 3 years ago in Case Management / Reports & Dashboards 0 Shipped

Solution For Auto-Incrementing Receipt Number Errors

User Story: Funeral Homes that are using the Auto-Incrementing Receipt Number feature (under Other Options) will encounter error messages not allowing them to enter a payment in a case if someone else is entering a payment at the same time because...
Kaylan Johnson over 3 years ago in Case Management / Payments & Adjustments 0 Shipped

Editing Sign Date via Pencil Icon

If you try to sign for an inventory item on the Goods & Services page with a date prior to when it was added, you get an error that it is not allowed. However, if you sign with a date after the inventory was added and then click the pencil ico...
Erin Merriott over 3 years ago in Case Management / Goods & Services 0 Shipped

Aged Days Column - Count to Start at '0'

Currently, the Aged Days column in User Reports begins counting at '1'. This column is used to see how many days it takes to close out a contract, but skews data by not starting at '0'. For example, if my Aging column has dynamic filtering set to ...
Jessie Goggans over 3 years ago in Case Management / User Report 0 Shipped

Custom Field Case Type Tab Default

If a case has PN custom fields and the case is converted to an AN, the custom fields tab defaults to PN when it should default to the highest case type (AN).
Erin Merriott over 3 years ago in Case Management / Case 0 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

Lock Headings in dashboard

It would be nice if you have a list of more than one or two cases, if the headings of the dashboard would remain at the top like you can a spreadsheet so you are reminded what the column is named and where you need to look as you scroll down. I of...
Elizabeth Reed over 3 years ago in Case Management / Reports & Dashboards 0 Shipped

Allow for Multiple 'Auto-incrementing Numerical Sequence' Case Identifier Segments within a Template

User Story When creating a Case Identifier Template, I want to keep count of how many cases I've created during the current year, as well as the number of cases that I've created since the beginning of time, within the template. I have the ability...
Daniell Jara over 3 years ago in Case Management / Case Identifier 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

Show Payee for Check on Accounts Page

User Story On the Accounts feature, I'd like to see who the payee of the check was under the 'Related to Rolodex Item' column name. Otherwise, I have to go back to the Check Writing page to see who the payee was. Requirements On the Accounts featu...
Daniell Jara over 3 years ago in Case Management 0 Shipped