Update Automatically Based on Year for Auto-Incrementing Numerical Sequence
User Story At 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 Creatio...
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 y...
I was speaking with Zach Shields from Gardner FH, and he was wondering if there was an easy way to list the different color options for containers other than entering it in the name. He said that they forget to at times. I noticed that we don't cu...
Add spacing and font options for Organization Message
I regularly send out Organization Messages to staff through Passare. The only problem is that alll text is squished together. There is no ability to space out sentences or paragraphs or bullet points. Additionally, there is no option for bold, ita...
users might want to add multiple caskets at one time and have these items share the same tax table, reporting category, accounting code, etc. The goal would be to add similar items quickly so that all you have to do is modify, the name and price.
It would be helpful if I could chose up to 5-10 cases at a time when importing - especially when some things transfer over but some do not.
Sometimes all the accounting information does not transfer to Quickbooks when using the all cases option. It would be helpful to be able to choose more than one case at a time to export the information.
Item availability based on branch when building packages
Currently when building packages if you select that the package is only for a specific branch, the item drop downs still contain every price list item for every branch. The item names don't indicate what branch they are for either. You end up need...
Allow you to select multiple roles when creating a rolodex entry. For example, when selecting a caller and you add a nurse. I really want to add a hospice nurse but it does not give me an option.
I spoke with Glenn at Mckoon Funeral Home and he said they do a lot of shipping and it would be beneficial for the "ship from" and "ship to" dropdowns to pull from the rolodex. Currently, the only options are the branches of that organization. It ...
Being able to select multiple forms at a time under templates to print
Brown Funeral Home & Cremation Services has suggested that the ability to select multiple documents under the templates page to print more than one at a time would be significantly more efficient than clicking on 8 different forms individually...