đź’ˇ Share your Ideas!
ADD A NEW IDEA

Pinned ideas

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...
Share feedback 0

All ideas

Showing 327

Add "Case Tags" as a column in ALL User Reports

Currently you cannot get the "Case Tags" column when you filter the report to Payments & Adjustments. Can we please make sure Case Tags are an option in all the User Report configurations?
Julie Hofmann 4 days ago in Case Management / Reports & Dashboards 0 Planned

Pet Case - Remains Returned To dropdown include the Pet Business

Watson-Thomas Funeral Home does the majority of their pet business with Vet offices and are almost always returning the remains to the "pet business" from the rolodex. In the dropdown, the current options are just the owner or "other family member...
Chloe Jonas 12 days ago in Case Management / Data Entry 0 Planned

Add city, state next to rolodex entries in dropdowns for venues

There are often multiple rolodex entries for places with the same name (there are 6 DIFFERENT St. Mary's Churches in the areas surrounding Cleveland) when scheduling a service and choosing a venue, it would be nice to see the city, state in the dr...
Madison Hicks 13 days ago in Case Management / Data Entry 0 Planned

Scheduled Date Column on Completed Tab in Imports

The Completed tab of the Support > Imports page needs to display a "Scheduled date" column that includes the date and time, just like what is currently displayed on the In Progress tab. This is necessary to see as the current "Date submitted" c...
Kaylan Johnson 14 days ago in Passare API 0 Planned

Pop-Up Alert For Changing Items When a Price List Import is Scheduled

Since an item can now be manually updated while a scheduled price list import is pending and the import will overwrite the item, all users should receive a pop-up alert when trying to manually update an item (similar to the one about Saving withou...
Kaylan Johnson 14 days ago in Passare API 0 Planned

Add Delivered To Locations on Merchandise Page of Care Center

Connelly McKinley said their vaults are always delivered directly to the cemetery not to the funeral homes. They need to be able to add new locations to the Delivered To on the merchandise page of the care center. Currently you can only pick from ...
Julie Hofmann 17 days ago in Case Management / Care Center 0 Planned

Change wording on Obituary page when Locked

It is confusing that when the FH locks the obituary, the PC side says the obituary has been "approved". This is problematic because sometimes it is locked before the obituary is finished and the families can see that it is not done. When it is loc...
Madison Hicks 19 days ago in Planning Center 0 Planned

Display Notes from Funeral Options Events on Case Summary/Schedule of Services section, printouts, and Funeral Options event list

Notes made within the Event on the Funeral Options page do not display outside of the widget for the Event. Notes should be displayed on the Funeral Options page list of events, on the printout for that page/section, as well as on the Case Summary...
Kaylan Johnson 3 months ago in Case Management / Appointments 0 Planned

Add "Domestic Partner" as a Relationship

Please add "Domestic Partner" as a relationship when entering a family and friend. This is not the same as Common Law or Common Law Spouse. This idea is already planned, please add Domestic Partner as well.
Guest 4 months ago in Case Management / Family & Friends 0 Planned

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 4 years ago in Case Management / Calendar 5 Planned