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PINNED Check for duplicate decedent names.
We continually have issues with multiple users started the same case. Data must be re-entered. I would be helpful to have the system check for duplicates when entering a decedent last name to avoid these types of issues. Even a "merge" record woul...
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Case Management

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Add the ability to @ yourself

Please add the ability to @ yourself. A coworker within our administrative department was adding info to a case on behalf of a funeral director and needed the ability to send an @ notification to herself since she is also the one who completes the...
Guest 7 months ago in Case Management / Notifications 0 Shipped

Google Calendar integration

I would like to see Google Calendar integration.
Jim Golub about 4 years ago in Case Management / Calendar 2 Shipped

Role/Permission for Deleting Case Files

Currently there is nothing from stopping a Passare user from going into a case and deleting a case file. We currently have existing permissions from checklist tasks being deleted as well as internal notes. Marlan Gary has brought this to my intent...
Chloe Jonas over 1 year ago in Case Management / Files 0 Shipped

Reporting on Checklist Tasks

While working with Client Service's customers on workflows, there currently isn't a way to report on checklist items that are not complete. The only output via User Reports is a list of all checklist items. Attached is a User Report showing row re...
Nick Tunheim about 4 years ago in Case Management / User Report 1 Shipped

Pre-Need Page Update

The Pre-Need case pages are set up like At-Need cases. As a user, this makes it difficult to use, as some of the information captured for Pre-Need is different than what is needed for At-Need. It would be great if the Pre-Need page was updated to ...
Product Team about 4 years ago in Case Management 0 Shipped

Reminder Notifications

It would be useful if the text and email notifications were consistent and show 1. Case #/Name tagged, 2. Title of Reminder, and 3. Notes on the Reminder. Right now a text notification gives time due, case # and name, and the notes of the reminder...
Joanna Gore almost 4 years ago in Case Management / Case 0 Shipped

Add Organization Information to The Batch Deposit/Payments Reports

User Story Vertin has requested we add the organization name to Batch Deposit reports. Currently there is no name on the report, therefore their accounting team isn’t clear on what reports are for which organization. The same would be helpful with...
Daniell Jara about 4 years ago in Case Management / Batch Deposits / Batch Payments 2 Shipped

On Dashboard, when contract total amount or outstanding balance is viewable, when clicked, go directly to that financial page.

Reduces my navigation time. I like when using the universal search, it goes to the same page in the new case. But that only works when you search from a specific case page. This would give you direct access to the financials of the case selected.
Joseph Schuller about 4 years ago in Case Management / Goods & Services 1 Shipped

Collaboration Center Text Invites - Option for Default On/Off

Would like the Collaboration Center text message checkbox to have a settings option to be defaulted on or off. Right now the box is always checked "on", while I prefer to designate who should receive the texts manually. Every family and situation ...
Guest about 4 years ago in Case Management / Family & Friends 5 Shipped

Ability to change the order of Custom Fields

It would very helpful to be able to change the order of our custom fields. Also, when fields are removed and added the numbering sequence gets completely thrown off.
Jill Materia about 1 year ago in Case Management 1 Shipped