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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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Alert When Another User is Working in the Same Case

When two users are working on the same case and one user saves, there is a red toast message telling you someone else has edited the page and their changes have been saved. However, then the second user's changes are rejected. Could we have an ale...
Kaylan Johnson about 4 years ago in Case Management 1 Planned

Ability to customize which fields are required

As a user, it would be nice to have the ability to customize which fields were required. For example, for pre-need cases, being able to make address and contact information required for family members.
Product Team about 4 years ago in Case Management 0 Planned

When information is entered on one tab, it updates on all other applicable pages

User Story As a user, I would like for information entered on one tab to populate on all other applicable pages. For example, if you are in a case and navigate to the Arrangement Tab and under disposition: we enter Date of Disposition; Disposition...
Guest over 4 years ago in Case Management / Data Entry 1 Planned

Ability to text message families through Passare

The ability to text families through Passare would be awesome! Many families like to communicate this way but many funeral directors choose to not provide their cell phone numbers. If we had this ability through Passare that would be excellent and...
Product Team about 4 years ago in Case Management 2 Planned

Relationship of Ex-Spouse

In the state of Massachusetts, it is required to have the ex-spouse listed on the death certificate. we currently do not have a way to mark this except for using "other" and cannot map this to a field because it might not always be the exspouse
Madison Hicks over 1 year ago in Case Management / Family & Friends 0 Planned

Include cemetery and arranging director in calendar drop down.

Saves time spent opening case to extract information. Facilitates staff and automotive assignments.
Guest about 2 years ago in Case Management / Integrations 0 Planned

Ability to Restore Deleted Checklists and Ability to Create a New Checklist within a Case

I see we have an older idea related to a portion of this idea that was marked as "will not implement". The comment suggests to have a list of the checklist items on your computer so you can rebuild. You cannot create a new checklist within the cas...
Erin Merriott over 3 years ago in Case Management / Checklist 3 Planned

Item availability based on branch when building packages

Currently when building packages if you select that the package is only for a specific branch, the item drop downs still contain every price list item for every branch. The item names don't indicate what branch they are for either. You end up need...
Erin Merriott over 3 years ago in Case Management / Price List 4 Planned

Ability to pin important Notes

As a user, it would be great to have the ability to pin important notes about a case somewhere on the page where it is easy to see. Users could also unpin the note once they don't need it anymore. This would help us highlight important information...
Product Team about 4 years ago in Case Management / Notes 1 Planned

Being able to select multiple forms at a time under templates to print

Brown Funeral Home & Cremation Services has suggested that the ability to select multiple documents under the templates page to print more than one at a time would be significantly more efficient than clicking on 8 different forms individually...
Chloe Jonas 5 months ago in Case Management / Documents 0 Planned