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1 Vote

Cemetery phone number on disposition page

We get the address but not the phone number on that landing page.

Created 10 Jan 08:08pm by Holly Stammis

Case Management / Data Entry

0 Planned
1 Vote

Additional User Report Fields - Disposition

Customer requested user report fields to pull disposition related information such as cemetery and crematory name, addresses, and state information.

Created 5 Jan 05:18pm by Erin Merriott

Case Management / User Report

0 Planned
1 Vote

Sending the family a link for ID View

ID View so there is the capability to send the family a link so they can do the ID view and the link would expire after the ID's have been seen.

Created 5 Jan 01:43pm by Chloe Jonas

Case Management / Case

0 Planned
1 Vote

Use sender's user name instead up just address

When I get a reminder or notice from a co-worker, their name appears as their email address, not their names. Not everyone's email address is related to the name they are known by, which can be confusing. When I send a reminder or message, I us...

Created 14 Dec 08:18pm by Holly Stammis

Case Management / Notifications

0 Planned
3 Vote

Make the parents' "deceased" button the top question, not last

so often the funeral directors forget to ask this question, or staff leave the default "no" option marked. It might be nice if the default was "yes" that the parents are deceased, because they usually are, and if this question were either in the ...

Created 23 Nov 03:50pm by Holly Stammis

Case Management / Data Entry

0 Planned
4 Vote

When searching for a family member on a case, show their name as part of the search results.

Currently, when searching for someone that is a family & friend on a case, there is no way of knowing what case the person is associated with. The search results only show the decedent's name. It would be helpful to also see the name of the fa...

Created 15 Nov 09:40pm by Guest

Case Management / Case

0 Planned
1 Vote

Ancient Burials - British Columbian, Canada Field differences.

I am currently working with Zane Green at Ancient Burials, a Canadian firm. There are a few things he has pointed out to me in Passare that doesn’t match to the information they would need to record. On the First Call page, we have changed Social ...

Created 12 Nov 05:38pm by Chloe Jonas

Case Management / Data Entry

0 Planned
1 Vote

Improving Selecting Memorial Content on Memorial Templates

When a Memorial Template is the at the end of list in the Templates, it can be difficult to select the Memorial Content. I have attached a screenshot of an example. You are not able to see the "Select" button. You need to scroll down on a specifi...

Created 11 Nov 10:47pm by Devin Pauly

Case Management / Documents

0 Planned
2 Vote

Care Center: Cremation - Case Listing Columns

User would like to build a care center log using Dashboards. Requesting the following: 1) CC Cremation: Pickup Cremated Remains Date2) CC Cremation: Pickup Cremated Remains Date3) CC Cremation: Pickup Cremated Remains Date and TimeThese fields are...

Created 4 Nov 07:53pm by Jessie Goggans

Case Management / Care Center

0 Planned
4 Vote

We use the G&S for Pre-Need cost estimates at Wenig FHs (Vertin Co) as it's most customizable; any chance we can get a "copy from" button for a spouse who selects similar services?

This would give our families two customized estimates without the hassle of re-entering.

Created 21 Oct 05:09pm by Guest

Case Management / Goods & Services

1 Planned