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8 Vote

Capability to Pin the Column Titles on the Case Listing Page

Angie Gard with Gard Funeral Home asked if we had a way of freezing or pinning the column titles on their case listing page. She mentioned that they are struggling right now with remembering what column is what especially when they begin scrolling...

Created 29 Sep 01:15pm by Chloe Stirling

Case Management / Admin

0 Planned
7 Vote

User Report Container Tags

Steve Jenkins sent a report over to us on July 22, asking for all Foresight funeral homes to be added to it. The issue is that several columns are blank because the report tags are pulling from the incorrect area in Passare. The "Container Type" t...

Created 2 Aug 05:12pm by Tarrence Price

Case Management / User Report

1 Planned
16 Vote

Additional Check Template Tags Requested

Additional option for check date as mm/dd/yyyy (current templates output mm/dd/yy)Additional option for written check amount to have each word capitalized and to populate Five "Dollar(s)" & 00/100 (current template outputs "five & 00/100"T...

Created 5 Nov 04:32pm by Erin Merriott

Case Management / Check Writing

0 Planned
9 Vote

Ability to Default a Funeral Director

It would be really beneficial to have the ability to set a default Funeral Director especially when there is only one Funeral Director in the Funeral Home. This way the funeral director doesnt have to assign themselves to every single case.

Created 20 Apr 04:28pm by Guest

Case Management / Data Entry

1 Planned
2 Vote

Additional Details for Calendar

If you click on an event or meeting in the calendar, the summary of info comes up. That summary needs more info. It should contain the name of the person who is meeting with the family for arrangement meetings and the funeral director for services...

Created 6 Oct 04:58pm by Erin Merriott

Case Management / Calendar

1 Planned
8 Vote

Forms Mappings Search

Can we create the mappings dropdown to be searchable by keyword? Right now you have to search the exact mapping, which is difficult since there are so many versions of similar mappings.For example, to find a mapping pulling last 2 digits of the ye...

Created 16 Mar 03:12pm by Jessie Goggans

Case Management / Documents

0 Planned
10 Vote

Update Automatically Based on Year for Auto-Incrementing Numerical Sequence

User StoryAt the beginning of the year, most organizations using the Auto-incrementing Numerical Sequence as a "case count" are choosing to 'restart' their sequence. Most of them also expect this to happen automatically since we have Case Creation...

Created 8 Jan 09:39pm by Kaylan Johnson

Case Management / Case Identifier

1 Planned
19 Vote

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 ...

Created 10 Mar 09:53pm by Product Team

Case Management

0 Planned
3 Vote

Cremation is Final Disposition

When you select cremation and the crematory, that information should remain in the boxes for disposition address. If you are burying the cremated remains in a cemetery, it overrides the crematory address and replaces it with the cemetery address....

Created 24 Aug 04:29pm by Guest

Case Management

0 Planned
11 Vote

Add Funeral Options Page on Imminent-Need Cases

User StoryImminent Need cases need to have the Funeral Options page available under Arrangement just as Pre-Need and At-Need cases. This is possibly more important on Imminent Need than Pre-Need as the Funeral plans are expected to take place soon...

Created 21 Sep 03:30pm by Kaylan Johnson

Case Management / Data Entry

2 Planned