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GPL that populates from Passare Price List

I have had multiple Funeral Homes who wish that we would generate and keep updates their GPLs for them based on whatever information is entered in their Passare Price List as this is something that some other softwares offer and they have gotten u...
Anna Andrews over 2 years ago in Case Management / Price List 2 Future consideration

Ability to have Mutiple Addresses for 1 Contact

This is useful for Physicians/Clergy/Doctors/Nurses and other contact types that are affiliated with multiple locations. They have different addresses that have to be used on forms for separate cases. This helps with minimizing the use for duplica...
Guest about 2 years ago in Case Management / Rolodex 0 Future consideration

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 ...
Guest over 1 year ago in Case Management / Rolodex 0 Future consideration

Adding filtering ability to e-signature widget

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...
Chloe Jonas 9 months ago in Case Management / Documents 0 Future consideration

Multiple Roles for Same User

It would minimize the number of roles we have to create if one user could be assigned more than one role. Example: we have a director who works in our admin department. We would want to assign FD roles as well as Admin. Currently we have to create...
Jill Materia over 2 years ago in Case Management / User Management 2 Future consideration

Indiana DC worksheet

Indiana DCs have up to 4 potential “Cause of Death” lines, but also offers another section for the Certifier to enter “Significant Conditions Contributing to Death”. Can such a box be added to the Vital Stats page, directly under the Cause of Deat...
Guest over 1 year ago in Case Management / Documents 0 Future consideration

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.
Guest over 1 year ago in Case Management / Accounting 0 Future consideration

Case Activity Feed

Managers and Admins often need to see when a case was deleted and by whom. Additionally, there are questions of when a case switched branches, when/who changed a status or a tag was selected/unselected, etc. Having a page or link to something simi...
Kaylan Johnson over 2 years ago in Case Management / Admin 1 Future consideration

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...
Guest 12 months ago in Case Management / Price List 0 Future consideration

Pre-Need Permissions Read-Only/Edit Contract Dates

Allow users to be read only for pre-need cases but still have the access to change contract dates for pre-need cases/sign cases. Need to have the ability to limit the access to cases versus the permissions they have.
Guest about 1 year ago in Case Management / Roles & Permissions 0 Future consideration