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Client lookup

For as much money as you charge, your program is terrible for looking up on a mobile device. This is suppose to be one of the positive things and it is no where near available to look up clients from another location!!!
Guest 8 months ago in Case Management / User Management 0 Shipped

Sort Custom Fields when they are added as columns on a Case Listings Dashboard

This used to be a feature where we could sort (A-Z or Z-A) Custom Fields Columns in a Case Listing Dashboard. This feature was extremely helpful in organization of our active cases on a more granular level than permitted by the fields available wi...
Cailen Franze 8 months ago in Case Management / Reports & Dashboards 0 Shipped

Reports- Add a way to run Next of kins email

Add a way to run a report for Next of Kins email
Matt Murphy about 1 year ago in Case Management / Reports & Dashboards 0 Shipped

Default Veteran Yes/No Field to Blank

Users would like Veteran Yes/No radio button field (Vital Stats page) to be defaulted to blank, instead of 'No'. This should be upon creation for all case types, and includes cases brought over by FDLIC integration, as this can cause confusion sin...
Jessie Goggans over 1 year ago in Case Management / Data Entry 3 Shipped

a way to "download all" on files uploaded by the family

I have been having issues with sending tukios upload link, and the family being confused and adding all of the photos to the planning center instead.
Guest over 1 year ago in Planning Center 0 Shipped

Florida State Reporting

Florida requires every firm to submit two reports each month to the State. They are the Monthly Report of Bodies Handled and the Cinerator Report. *Both Attached Currently Passare cannot create these reports due to the date they need to be filtere...
Julie Hofmann almost 2 years ago in Case Management / Reports & Dashboards 0 Shipped

Solution For Auto-Incrementing Receipt Number Errors

User Story: Funeral Homes that are using the Auto-Incrementing Receipt Number feature (under Other Options) will encounter error messages not allowing them to enter a payment in a case if someone else is entering a payment at the same time because...
Kaylan Johnson almost 2 years ago in Case Management / Payments & Adjustments 0 Shipped

Editing Sign Date via Pencil Icon

If you try to sign for an inventory item on the Goods & Services page with a date prior to when it was added, you get an error that it is not allowed. However, if you sign with a date after the inventory was added and then click the pencil ico...
Erin Merriott about 2 years ago in Case Management / Goods & Services 0 Shipped

Aged Days Column - Count to Start at '0'

Currently, the Aged Days column in User Reports begins counting at '1'. This column is used to see how many days it takes to close out a contract, but skews data by not starting at '0'. For example, if my Aging column has dynamic filtering set to ...
Jessie Goggans about 2 years ago in Case Management / User Report 0 Shipped

Custom Field Case Type Tab Default

If a case has PN custom fields and the case is converted to an AN, the custom fields tab defaults to PN when it should default to the highest case type (AN).
Erin Merriott about 2 years ago in Case Management / Case 0 Shipped