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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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Ability to Re-size the "Alerts" Column on Case Listing

The Alerts column gives no column header to verify it is as small as the largest word in the title like all other columns and the only thing in the column is a bookmark symbol. It should be able to resize smaller so that it does not take up so muc...
Gayla Satre over 3 years ago in Case Management 0 Planned

Being able to create a batch report that filters by certain time periods in specific order ex. Date of Death.

It would be great if we could produce a batch form with the contracts for a specific time frame in the order of date of death. This would be helpful in pulling data from the contracts for a specific time period. Having these in order by date of is...
Guest almost 4 years ago in Case Management / System Report 1 Planned

Ability to add different merchandise etc. to the Inventory Management Secetion

It would be great to see "Our Cost" & "Customer Cost". Whether the Merchandise is on display (with the #) and how many in storage and the total number. Also the ability to add other merchandise on "our end" to add to the list .
Guest almost 4 years ago in Case Management / Inventory 1 New

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 almost 4 years ago in Case Management / System Report 3 Not being considered

Updates to QuickBooks Export Outputs for 'Refunds' Transactions

User Story As an accountant who imports data to QuickBooks, I'd like some changes to the output of the data in the exports, as it relates to 'Refunds' transactions created from within the Payments & Adjustments page of a case. These changes wi...
Daniell Jara almost 4 years ago in Case Management / Accounting / Export/Import / System Report 0 New

Varies by CST Transactions not Ideal for Cash Sale Cases

User Story There are transactions that can vary the debit and credit accounts, depending on the Client Service Type selected for a case. This however is not possible with Cash Sale cases, since they do not have a Client Service Type selector. Righ...
Daniell Jara almost 4 years ago in Case Management / Accounting 2 Planned

Support Page for Family Users

Example: Say my dad passed away 5 years ago, the funeral home sent me an invite to the collaboration center and I used it for my dad....yesterday a different family member passed away, the funeral home sent me a collaboration center invite (using ...
Sierra Chaffin almost 4 years ago in Planning Center 0 Planned

Text Invite do not show in reporting and account details Page. Please Add

Currently in the account details page there is a collaboration center invite counter. This only includes email invites. The same goes for the system reporting. It would be ideal to be able to see when a sent invite is sent out.
Kelly Gilgenbach almost 4 years ago in Planning Center 0 Planned

Manipulating Photo Cropbox in Passare+

Pictures in the app defaults an auto-cropbox, and this thumbnail preview is not moveable (using iPhone). This is inconvenient and requires odd positioning of the object when initially taking the picture, since you cannot expand or move the crop bo...
Jessie Goggans almost 4 years ago in Mobile 1 Not being considered

Funeral Innovations Preview Option

Would like to be able to preview data before syncing to my Funeral Innovations site. Right now the sync button immediately posts the information to my live website, which has caused frustration. I would like to be able to see all of the data synci...
Guest almost 4 years ago in Case Management / Integrations 4 Planned