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3 Vote

Include Obituary Photo in Messenger Export

It would be very helpful when building out the Messenger Make It! Personal printings, if the photo that's uploaded to the Obituary Photo spot in Passare would be included in the Messenger Export.

Created 27 Sep 05:33pm by Guest

Case Management / Printing

1 Gathering interest
2 Vote

Calendar tags take you straight to the event.

Whenever you have a notification that tells you you were tagged in a note on an event in the calendar, you should be able to click the notification and be taken directly to the event instead of just the month.

Created 21 Sep 09:15pm by Guest

Case Management / Calendar

3 Gathering interest
1 Vote

Change ability to check whether there is jewelry or pacemaker

Currently, the questions are "Pacemaker removed?" and "Jewelry removed?" There needs to be either an option to ask if there is jewelry or pacemaker and then to ask if removed, or to have a N/A option.

Created 15 Sep 06:42pm by Carol Harley

Case Management / Care Center

0 Gathering interest
2 Vote

Add weight field to case creation modal

Users would like the option to add in decedent weight on the initial case creation modal, both in the web and mobile apps. Decedent weight is often collected at the time of pickup.

Created 14 Sep 07:28pm by Jessie Goggans

Case Management / Data Entry

1 Gathering interest
2 Vote

Case Activity Feed

Managers and Admins often need to see when a case was deleted and by whom. Additionally, there are questions of when a case switched branches, when/who changed a status or a tag was selected/unselected, etc. Having a page or link to something simi...

Created 12 Sep 06:26pm by Kaylan Johnson

Case Management / Admin

0 Gathering interest
1 Vote

Adding Date to Line Items on Goods and Services

It would be a lot easier to add the line item addition date to the goods and services pages rather than having to pull the reports just to simply find a date.

Created 9 Sep 06:21pm by Guest

Case Management / Goods & Services

0 Gathering interest
2 Vote

Middle name field when creating case

One of my FHs suggested that they would love to have a middle name field in the pop up box when creating a case so that if they already have that information, they do not have to add it in the first call page

Created 8 Sep 12:50pm by Anna Andrews

Case Management / Case

0 Gathering interest
1 Vote

Rolodex reverse look up

In the Rolodex, it would be nice if there were a way to see what cases are associated with an entry. Examples of how I'd use this information: "I'm not getting the doctor's to pick up the phone. What did I do last time they had to sign a cert?" "T...

Created 6 Sep 02:24pm by Holly Stammis

Case Management / Rolodex

0 Gathering interest
1 Vote

Default Disposition per Branch

Customer would like to be able to default a disposition per branch like we can for case type per branch. Her example was that the crematory and pet branch disposition will always be cremation (for them).

Created 2 Sep 07:58pm by Erin Merriott

Case Management / Case

0 Gathering interest
1 Vote

Automatically log user, date and time a form is printed.

Passare already automatically tracks contract changes as well as the user, date and time an item is checked off on checklists -- for cases with many hands involved, it would be incredibly beneficial to see if, say, a flag request form had been pri...

Created 31 Aug 06:10pm by Joe Laedtke

Case Management / Documents

1 Gathering interest