💡 Share your Ideas!

34 Vote

Account codes and dates displayed on the Goods & Services screen

Account codes would be very helpful, particularily for cash advances since Vertin Company purchase accounts must off-set the sales account. Very helpful with cash advance accruals. Date are also very helpful so that we can see, at a very quick gla...

Created 9 Apr 06:09pm by Londa Darwin

Case Management / Goods & Services

3 Planned
10 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
1 Vote

Owner Information on Pet Cases - Basic Info

The Basic Info page of a pet case allows you to enter the owner information. It does not however allow you to enter their phone number or email address. You must visit the Family & Friends page to do so which is several extra clicks. This area...

Created 19 Apr 04:07pm by Erin Merriott

Case Management / Data Entry

0 Planned
1 Vote

Custom Fields for Pet Cases

Currently we have custom fields available for every case type except pet. We need these for pet cases as well.

Created 19 Apr 03:56pm by Erin Merriott

Case Management / Data Entry

0 Planned
1 Vote

Default Branch per Case Type

We need the ability to default a branch per case type. Currently all branches show for all case types when creating cases. We have a large number of customers with a pet branch that should only be available for pet cases to reduce entry error. Sam...

Created 19 Apr 03:45pm by Erin Merriott

Case Management / Case

0 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"...

Created 5 Nov 04:32pm by Erin Merriott

Case Management / Check Writing

0 Planned
3 Vote

Hide Care Center

Ops would like Care Center hidden by default and turn it on by request, like our other features. This feature is not used by all customers and can cause confusion during trainings and for new customers learning the system.

Created 1 Feb 01:53pm by Jessie Goggans

Case Management / Care Center

0 Planned
11 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
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
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