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Allow for mass selection of cases to change case status types.

It would be nice to be able to change the case status of multipe cases at once without having to go into each individual case and change them one by one.
Guest 11 months ago in Case Management / Case Identifier 0 Future consideration

Change Case Status from Dashboard or Mass Archive Cases

I need to clean up open cases because an old staff member wasn't consistently doing it. I know there are 174 cases with no outstanding balance, and I can sort for them. But now I have to open each one individually to close them. If I had a drop-do...
Guest 12 months ago in Case Management / Automations & Triggers 0 Future consideration

Uploading Documents to Contacts/Download Options

Uploading documents to Contacts:It would be really helpful to be able to upload documents to individual "Contacts." (Similar to how we can upload "Case Files" for cases.) For example, cemeteries have price sheets they update regularly. Currently w...
Guest 6 months ago in Case Management / Documents 0 Future consideration

Annual comparison case data on Dashboard

With our former company, SRS, we could see our previous year month and this year month comparisons with call volume and dollars per month. I have attached a screen shot.
Guest 6 months ago in Case Management / Admin 0 Future consideration

Delete multiple case files

I recently had a family share 90-100 photos that I put into case files for a memorial video. They then emailed me and said they wanted me to delete all and they were sending more. If possible, it would be great for there to be a button that delete...
Trae Cody 7 months ago in Case Management / Documents 0 Future consideration

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...
Guest almost 3 years ago in Case Management / Organization Info 1 Future consideration

Pricelist, adding template

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.
Guest over 2 years ago in Case Management / Price List 0 Future consideration

Rolodex Check for Duplicates

User would like a "Check for Duplicates" function (like we currently have for SSN) that scans the rolodex for duplicate addresses. There are often businesses or venues that have name changes/variations, and this function will help users prevent du...
Jessie Goggans over 3 years ago in Case Management / Rolodex 0 Future consideration

Rolodex share contact

In many cases funeral directors or office staff have to access multiple locations, it would be convenient to access rolodex contacts that are shared between all the locations without creating another contact of the same person/church/cemetery in t...
Guest 8 months ago in Case Management / Rolodex 0 Future consideration

Merge Rolodex contacts

Rather than delete one contact, could there be a way to merge them?
Holly Stammis almost 3 years ago in Case Management / Rolodex 1 Future consideration