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4 Vote

Batch Forms having an automatic run option

Several customers who have been trained on using batch forms have asked if there was a way to automatically run batch forms like you can with other reporting options within the platform. This would add value to those who are currently using the Ba...

Created 7 Jul 07:52pm by Chloe Jonas

Case Management / Automations & Triggers

0 Gathering interest
1 Vote

Refunds and Check Writing

Customer requested when you create a refund in a case on the payments & adjustments page, it should create a check in check writing. The current process is double entry.

Created 28 Jul 06:38pm by Erin Merriott

Case Management / Check Writing

0 Gathering interest
1 Vote

Ability to Add Additional Service Times

It would be a time saver to be able to add a secondary time for a service when inputting service info so our FHs don't have to reenter the same exact info (other than the time/ date) multiple times when doing multiple of the same service type for ...

Created 25 Jul 05:25pm by Guest

Case Management / Case

0 Gathering interest
1 Vote

Veteran Checklist Setting

Users would like the option to trigger on a checklist by veteran yes/no field, like we currently can for CST/disposition.

Created 19 Jul 08:55pm by Jessie Goggans

Case Management / Checklist

0 Gathering interest
1 Vote

Have the ability to present merchandise and packages to families via Passare.

The ability to present merchandise and packages to families via Passare would be a great tool. We already have all of our pricing information in the software. If we could use Passare as a presentation tool to present all options to families I beli...

Created 18 Jul 02:50pm by Guest

Case Management / Goods & Services

0 Gathering interest
1 Vote

Editable Headers for Service Details

I have had 2 FHs this week ask if we can make the headers of the Service Detail Info on the Funeral Options page editable kind of like checklists- they want to add, edit, and remove them to suit their needs

Created 14 Jul 08:21pm by Anna Andrews

Case Management / Case

0 Gathering interest
1 Vote

Add Case Identifier as as filter criteria on the Dashboard

Please consider adding Case Identifier to the filter criteria for the Dashboard. Maybe with a start and an end option.

Created 14 Jul 03:37pm by Guest

Case Management / Reports & Dashboards

0 Gathering interest
1 Vote

Custom Fields: Add type to include Family and Friends

Currently if you have a Secondary Arranger defined, they don't receive any notifications for anything, unless tagged. Can you please consider including the Secondary arranger for notifications, namely PC notiications?

Created 13 Jul 08:37pm by Guest

Case Management / Notifications

0 Gathering interest
1 Vote

Add a list for Character of Discharge under the Veterans page

From Julie Silha at Schumacher Kish Funeral Home: With that being said, I promised you some information for the Veteran’s information screen to potentially create a dropdown list for Character of Discharge. Coming from a background of working with...

Created 13 Jul 02:18pm by Guest

Case Management / Data Entry

0 Gathering interest