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...
Rolodex access within a case (specifically At-Need cases)
Having the ability to lookup a phone number or a cemetery charge in the rolodex while not having to leave the case would be extremely helpful. Even if you could do a quick search in the rolodex and click on the person/organization you need and the...
I think it would be very useful to apply a Drag & Drop function to the Upload Documents button on the eSignature page. Currently, if you've got a file stored somewhere on your computer, using the file explorer to locate and select for upload a...
Alert Preferences for Checklist/Task Notifications
A funeral director brought up that they receive email notifications when anyone edits or completes a task in a checklist. He is the owner of the task but does not want to receive email notifications of this. There is no current setting that we are...
Preparation Due Date and Cremation Date fields from Care Center visible on the Funeral Options Page
Jayme with Brussard's has requested that the prep due by and cremation scheduled date fields be listed/visible on the Funeral Options page to make scheduling events easier for the team.
Create an override so that the "Preferred Name" overrides the legal name on contracts, reports, etc
Right now, any document generated uses the name you have put in "John Harry
Anderson." But if he always went by Harry Anderson then the contract, front
door sign, flower cards, etc, will automatically generate his full name,
which wouldn't be p...
Cash Sale: If a case is referenced within a Cash Sale, also reference the Cash Sale in the case
For a Cash Sale, you are able to reference another non-case sale case, which is nice. However, on the referenced case itself, there is no reference to the Cash Sale. It could be helpful if this link was "2-way" and displayed on both records.
Dashboard: Case Reference on Cash Sale not hyperlinked
If you have a Cash Sale and that cash sale references an actual decedent case and you have the Cash Sale Reference column showing on the Dashboard, the Case being referenced is not hyperlinked on the Dashboard. You must open the case to link to th...
I would like to see Passare ofer Aftercare system. We use one buts its just gotten so expensive that we dont really like to use it.
All families would benefit from it. Its like the survey send out, but instead its 5 cards ayear per family for first holiday, first anniversary of the loss for the first year only. It is ver effective.
It was requested that funeral homes have the ability to set default options in the Care Center that they most commonly use. "The ability to set the default on the embalming page in Passare to reflect normal company procedures (and change these def...