Ralph Schugar funeral home has requested the ability to see both completed and incomplete e-signature documents on the e-signature widget. Adding the ability to filter the different statuses and also not lose the completed forms from the widget al...
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...
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...
We have a lot of items that "might be" in stock, which means that there are a TON of options in the pull down when we add inventory. I don't always remember the exact name I gave the item in the pricelist either. So finding a specific keepsake urn...
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...
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...
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.
Integrating all rolodexes of the organizations under one umbrella into one
We currently have several locations under the umbrella of Hoy Kilnoski. There are many times we use the same cemetery, church, grave digger, etc. I think it would be great if we could have just one rolodex between all locations rather than having ...
Bulk Price List Delete/Restore - Detail Deletion Confirmation
I think it would be beneficial if you could select multiple items in the Admin Price List page to delete items in bulk with more of a clear indicator of which items are being deleted. Currently, when clicking the delete icon, you can only delete o...