Rolodex access within a case (specifically At-Need cases)
Having the ability to lookup a phone number or a cemetery charge in the rolodex while not having to leave the case would be extremely helpful. Even if you could do a quick search in the rolodex and click on the person/organization you need and the...
I think it would be very useful to apply a Drag & Drop function to the Upload Documents button on the eSignature page. Currently, if you've got a file stored somewhere on your computer, using the file explorer to locate and select for upload a...
Allowing Information that is mapped into a form be changed in eSignatures
It was requested that information from a case that is pulled into a form by mapping be allowed to edit or remove when drawing up the document up in eSignatures. Sometimes names are pulled in on certain signature lines b/c the form is mapped for a ...
When using manual entry of who completed a checklist task, it shows all users in an org. Often this includes accounting users, integration partners, & FDLIC staff that is not working on checklists. Funeral Homes want a way to remove these user...
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.
The ability to attach a document to a rolodex entry. We have many churches and cemeteries that have policies and fee schedules that would be helpful to have right in the rolodex.
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 a new organization to the rolodex for memorial donations, you are required to add a website for that organization. When no website is entered, Passare will not save the information. Not all non-profits have an on-line donation option. ...
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...
We have a lot of funeral homes that have specific documents per branch. For example, a different contract for each branch. or branches that are in different cities/states require different forms. Being able to assign forms to only certain location...