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Case Management

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Create Permission for Promoting Rolodex Entries

Users would like the option to restrict/allow certain roles access to promote Rolodex entries. This should apply to Custom Entries (blue 'plus' icon > Save to Organization Rolodex' checkbox) and Main Rolodex (Admin > Rolodex > click into ...
Jessie Goggans over 1 year ago in Case Management / Roles & Permissions 1 Already exists

case tag-add spring burial

We have a few options under the case tag section: County Case, Covid Case (suspected), Covid Case (confirmed), Balance Forward, County Case, ND Burial. It would be especially helpful to add a "Spring Burial" or potentially a "Delayed Burial" optio...
Guest 9 months ago in Case Management / System Report 0 Already exists

Batesville Casket Company Intergration

It would be helpful to have an intergration between passare and batesville.
Guest over 1 year ago in Case Management / Admin 1 Already exists

Adding NOK emails to be pulled on reports.

I had a customer request the ability to pull the NOK emails from Family & Friends for reporting purposes. She said that the FH uses those emails to do a email blast, and would awesome to get those emails from a report. The only thing I see cur...
Guest almost 2 years ago in Case Management / User Report 1 Already exists

Move cases from one location to another

Currently if a preneed case is listed under a branch we are unable to move it to another branch where the family will actually be served. This means that all of the pertinent information has to be double entered (which is a huge waste of time sinc...
Guest almost 2 years ago in Case Management / Admin 0 Already exists

Add Case Identifier to Cash Sale contract template for ease of reference

A while ago, yall began adding Case Numbers to At need contracts can you do the same on Cash Sale? It would help tremendously as we reference payments to our contract numbers thanks! Veronica
Guest about 2 years ago in Case Management / Case Identifier 1 Already exists

Case Number Editing should be done by one person

The average database user SHOULD NOT be able to override the case# or account# unless they know how serious account or case#s are to a firm. We've utilized this in a previous database where the Admin is the only one allowed to edit Case #s, move t...
Elizabeth Reed over 2 years ago in Case Management / Case Identifier 0 Already exists

Add to mapping list for documents

it would be helpful to have a mapping selection added to the dropdown that would total the days past due. When used in a document template, it would auto-calculate & populate into a document. [%PAST_DAYS_DUE%] etc. or whatever Passare suggests...
Susan Espinosa over 2 years ago in Case Management / Documents 0 Already exists

Auto Generated City, State, County

It would be great if Passare had a feature to auto generate the City, State and County when we enter a zip code.
Guest almost 3 years ago in Case Management / Data Entry 1 Already exists

Customize an AR Report

Being able to customize your AR report so employees can see the items you feel most important. Date of Death, Beginning Balance, Ending Balance and Date of Last Payment.
Guest almost 3 years ago in Case Management / Accounting 0 Already exists