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3 Vote

SuperAdmins to Access Any User Report

SuperAdmins need the ability to view and edit any user report created. Ops are often asked by customers to edit reports created by other Ops members (currently employed or unemployed), or reports created by other FH users. We should be able to edi...

Created 15 Jul 04:48pm by Jessie Goggans

Case Management / User Report

0 Planned
1 Vote

Scheduling Price List Changes - Cost

Need the ability to be able to schedule cost updates in the price list just like we are currently able to schedule changes for the retail price.

Created 16 Sep 07:39pm by Kelsey Swearingen

Case Management / Price List

0 Planned
1 Vote

Structure of an essay

In any written performance, structure, clear sentence structure and logical organization are important.An essay usually consists of the following parts.IntroductionIn this part, you need to state the problem, clearly articulating it, and the degre...

Created 16 Sep 03:51pm by Guest

Passare API

0 New
13 Vote

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...

Created 10 Aug 02:30pm by Gayla Satre

Case Management

0 Future consideration
16 Vote

Automatically lock the Case when Case is closed, so the family cannot make changes to an older Case.

We recently had a situation where a family member signed into the collaboration center to edit a new Case. However, they were on a case they had been invited to over two years ago and made alot of changes to it thinking it was for the new Case. Th...

Created 29 Apr 12:57pm by Guest

Planning Center

2 Planned
1 Vote

Signing to Request a Check and Incomplete Inventory

Customer: It has become a growing issue for our busy funeral home and quite a pain to be required to sign a case before a check can be wrote and tied to the case. Increasingly more, there is inventory listed on the contract, but a serial number is...

Created 15 Sep 06:05pm by Erin Merriott

Case Management / Check Writing

0 Gathering interest
1 Vote

24/7 availability of experienced assignment helper in Hong Kong

Students always find it hard to get in touch with an Assignment Helper in case they have an issue late at night. But, with us, you will not face such issues. Our services are available 24/7 for your assistance so that you can get in touch with us ...

Created 15 Sep 10:45am by Guest

Passare API

1 New
2 Vote

Add Case Types Selection to System Reports to Include in Report Results

Users need to be able to include other case types, such as Trade Cases, when pulling System Reports. Example: "Survey Client Service Type" - currently this report only pulls At-Need cases but Trade Cases also are able to specify a Client Service T...

Created 12 Aug 04:02pm by Kaylan Johnson

Passare API

0 Planned
6 Vote

Notification for Double-Booking Services

Would like Passare to give an alert if I try to schedule a service the same time as another from Funeral Options page, possibly an arrest message with details about conflicting services. This will help us see if we are potentially double-booking ...

Created 24 Mar 10:04pm by Jessie Goggans

Case Management / Automations & Triggers

0 Future consideration
11 Vote

Add Funeral Options Page on Imminent-Need Cases

User StoryImminent 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 soon...

Created 21 Sep 03:30pm by Kaylan Johnson

Case Management / Data Entry

2 Planned