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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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Pending Event on Calendar

Would like Pending Events to be scheduled onto System Calendar. That way, if an event is not solidified but there is a tentative date/time, we can see not to book another service then. We would like this kind of service to show as "pending" on the...
Guest almost 4 years ago in Case Management / Calendar 0 Shipped

Add identifiable funeral home name to Passare email address

Many families delete emails from Passare <[email protected]> because they think they are spam. I verbally explain to families the invitation will not say Thomas McAfee, and they always ask why not. After experiencing this issue multiple t...
Guest over 2 years ago in Planning Center 0 Shipped

Batch Forms having an automatic run option

Several customers who have been trained on using batch forms have asked if there was a way to automatically run batch forms like you can with other reporting options within the platform. This would add value to those who are currently using the Ba...
Chloe Jonas almost 2 years ago in Case Management / Automations & Triggers 0 Shipped

Ability to Filter Rollup Documents by Item Signing Date

Vertin uses a Batch Form to output a Marker Commission Report that is used on a monthly basis to determine commission on marker sales for each funeral director within each organization. Current: Within the DocX tag, filtering is done on a case lev...
Nick Tunheim about 4 years ago in Case Management / Documents 0 Shipped

Improve Search Results

A lot of our funeral directors have brought up concerns about the search engine. The name needs to be spelled perfectly correct in order for the search engine to pull it up. It would be nice if it allowed for some user error.
Guest over 4 years ago in Case Management 0 Shipped

Render DocX Tag Outside of a Rollup Document in Batch Forms

Currently DocX tags are not able to be used in a Batch Form outside of a rollup table. In order to support documents such as batch invoices for pet and trade cases, we need the ability to tag data outside of a rollup table. For example, batch invo...
Nick Tunheim almost 4 years ago in Case Management / Documents 1 Shipped

Useless update on case note tags and they leave off name of case and only give case #

Please adjust / update to include case name.
Guest 12 months ago in Case Management / Admin 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

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

When the decedent's marital status is widowed, automatically mark spouse as deceased

When entering the spouse on the Vital Statistics page there is no radio button to mark the spouse as deceased. The funeral home assumes when they mark the decedent as widowed, their spouse would come over as deceased to the Family & Friends pa...
Kelsey Swearingen over 4 years ago in Case Management / Family & Friends 0 Shipped