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 ...
On the Profile page, funeral directors can list their license number, state, and date of issue. In the dropdown menu for states, please add Canadian provinces.
When adding QB exports (Accounting > Accounting Reports > Add Report > QuickBooks), Ops has to check each checkbox ON individually. Our default setup for new QB customers is to check ON all boxes, which is done manually. Ops would like a ...
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...
Please add ability to change case file document name in Passare.
I am forced to name the file correctly on my computer from my scanner and I would like the abilty to change a document from say _1_2_3SCAN to "Death Certificate."
It would be great if when a payment is processed through passare, there was an option to automatically generate an e-mail to a family member or payor to send a receipt.
Warning when saving a price list Item without an associated sales account
When a user adds/edits a price list item. It would be helpful if they received a warning/reminder upon saving if the associated sales account is missing. They should be able to continue saving without entering one, but a notification would help cu...
Varies by CST Transactions not Ideal for Cash Sale Cases
User Story There are transactions that can vary the debit and credit accounts, depending on the Client Service Type selected for a case. This however is not possible with Cash Sale cases, since they do not have a Client Service Type selector. Righ...
When setting up dashboard, could there be a service location column, so when Funeral Home is setting up whiteboard they are able to see where the service will be at a glance.
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...
