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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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Showing 442 of 442

System Calendar improvements

How about different colors in the System Calendar, depending on the event or different color depending on the funeral home branch, like the common Outlook or Google calendar allows you to do. Helps them stand out better for company preferences. Ad...
Elizabeth Reed over 2 years ago in Case Management / Calendar 4 Future consideration

Autosave when you change pages

It would be nice if you could transfer pages without having to save, an auto save when you shift maybe.
Product Team about 3 years ago in Case Management / Data Entry 2 Future consideration

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...
Londa Darwin almost 3 years ago in Case Management / Goods & Services 3 Planned

Preneed Collaboration

When will preneed and imminent cases be able to offer collaboration with families. ?
Guest over 3 years ago in Planning Center 2 Planned

Passare Mobile Responsiveness

The mobile version of Passare can be difficult to maneuver, especially when navigating on a small screen (like a cell phone). Address current issues like: searching (keyboard covers search bar), search results (scrolling problems). Making mobile v...
Jessie Goggans almost 3 years ago in Mobile 0 Planned

Attach a document to a Rolodex entry

The ability to attach a document to a rolodex entry. We have many churches and cemeteries that have policies and fee schedules that would be helpful to have right in the rolodex.
Alex Rydell 11 months ago in Case Management / Rolodex 0 Future consideration

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 almost 3 years ago in Case Management 0 Planned

Convert a preneed case to an imminent-need case

We we get notified of an impending death and there is already a preneed on file, we want to be able to convert that preneed case into an imminent-need case.
Guest over 3 years ago in Case Management / Case 3 Future consideration

Ability to Hide/View Certain Fields

User Story I would like the ability to hide/view certain fields on pages within a case, such as the Vital Stats. Currently, there are several fields within the various case pages that we do not use, which makes it more difficult to fill out case d...
Daniell Jara almost 2 years ago in Case Management 1 Planned

Automatically lock the Case when Case is closed, so the family cannot make changes to an older Case.

We recently had a situation where a family member signed into the collaboration center to edit a new Case. However, they were on a case they had been invited to over two years ago and made alot of changes to it thinking it was for the new Case. Th...
Guest almost 3 years ago in Planning Center 2 Planned