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15 Vote

Ability to Hide/View Certain Fields

User StoryI 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 da...

Created 5 Apr 02:37pm by Daniell Jara

Case Management

0 Gathering interest
3 Vote

Create a Dashboard from a Checklist

It would be great if we could create a Dashboard from a Created checklist

Created 6 Jan 01:38pm by Guest

Case Management / Checklist

2 Gathering interest
3 Vote

Checklist Tasks as Column Headings

I would like to be able to view a specific checklist, ie Death certificate tracking, with the tasks as column headings and the cases as rows. Or a report that allows me to choose the checklist and then select the tasks as column headings and the ...

Created 10 Dec 11:35am by Guest

Case Management / Checklist

0 Gathering interest
2 Vote

Manually insert a Checklist

From what I can tell, the only way to get a checklist to show up is for it to happen automatically, based on certain criteria. That works great, but if something changes in that criteria, there's no way to manually insert a pre-populated checklist...

Created 6 Jan 01:37pm by Guest

Case Management / Checklist

0 Gathering interest
2 Vote

Add a "Next" button next to "Save" in the price lists to go to next item on the price list

Currently, when updating prices, "save" saves the changes and defaults to the top of the price list page, requiring one to have to scroll down to the next item to be saved. A "next" button would save that time.

Created 3 Jan 05:46pm by Joseph Schuller

Case Management / Price List

0 Gathering interest
1 Vote

Don't require "Appointment with" selection when setting appointment or add "pending" option

When we set up appointments with our At Need families, we don't always know which staff member will be meeting with them. In Passare, however, when entering an appointment, it's required to add the "Appointment with".Please make it possible to ad...

Created 8 Jan 08:07pm by Guest

Case Management / Appointments

0 Gathering interest
1 Vote

Schedule & Run Reports Pulling Data From 2 Weeks Prior

Users would like the ability to schedule User and System Reports to automatically pull data from 2 weeks prior. Need the following added under Date Range options:Past 2 WeeksLast 2 Weeks

Created 6 Jan 04:20pm by Kaylan Johnson

Case Management / Reports & Dashboards

0 Gathering interest
1 Vote

Ability to add Profile ID to the Survey Report Column Option

The ability to add the Profile ID as an option in the survey report feature.

Created 5 Jan 01:54pm by Chloe Jonas

Case Management / Reports & Dashboards

0 Gathering interest
1 Vote

Ability to search on case listing by custom field

this would help Passare users better navigate their searches on the case listing page and increase the parameter's on their case listings

Created 5 Jan 01:46pm by Chloe Jonas

Case Management / Case

0 Gathering interest
1 Vote

Case Tag Customization

Case tags are wonderful and can really help organize all kinds of different cases based on what tags you create. We have a specific tag for spring burials because in Michigan, some burials do not happen in the winter. I am creating a case tag fo...

Created 17 Dec 01:02pm by Guest

Case Management / Automations & Triggers

0 Gathering interest