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Case Management

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Account codes and dates displayed on the Goods & Services screen

Account codes would be very helpful, particularily for cash advances since Vertin Company purchase accounts must off-set the sales account. Very helpful with cash advance accruals. Date are also very helpful so that we can see, at a very quick gla...
Londa Darwin over 2 years ago in Case Management / Goods & Services 3 Planned

Pre-Need Page Update

The Pre-Need case pages are set up like At-Need cases. As a user, this makes it difficult to use, as some of the information captured for Pre-Need is different than what is needed for At-Need. It would be great if the Pre-Need page was updated to ...
Product Team over 2 years ago in Case Management 0 Planned

Ability to Hide/View Certain Fields

User Story I would like the ability to hide/view certain fields on pages within a case, such as the Vital Stats. Currently, there are several fields within the various case pages that we do not use, which makes it more difficult to fill out case d...
Daniell Jara over 1 year ago in Case Management 1 Planned

Additional Check Template Tags Requested

Additional option for check date as mm/dd/yyyy (current templates output mm/dd/yy) Additional option for written check amount to have each word capitalized and to populate Five "Dollar(s)" & 00/100 (current template outputs "five & 00/100"...
Erin Merriott about 2 years ago in Case Management / Check Writing 0 Planned

Collaboration Center Text Invites - Option for Default On/Off

Would like the Collaboration Center text message checkbox to have a settings option to be defaulted on or off. Right now the box is always checked "on", while I prefer to designate who should receive the texts manually. Every family and situation ...
Guest over 2 years ago in Case Management / Family & Friends 5 Planned

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 2 years ago in Case Management 0 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 almost 3 years ago in Case Management 2 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 almost 3 years ago in Case Management / Data Entry 1 Planned

Update Automatically Based on Year for Auto-Incrementing Numerical Sequence

User Story At the beginning of the year, most organizations using the Auto-incrementing Numerical Sequence as a "case count" are choosing to 'restart' their sequence. Most of them also expect this to happen automatically since we have Case Creatio...
Kaylan Johnson almost 2 years ago in Case Management / Case Identifier 1 Planned

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 almost 3 years ago in Case Management 1 Planned