We continually have issues with multiple users started the same case. Data must be re-entered. I would be helpful to have the system check for duplicates when entering a decedent last name to avoid these types of issues. Even a "merge" record woul...
Ancient Burials - British Columbian, Canada Field differences.
I am currently working with Zane Green at Ancient Burials, a Canadian firm. There are a few things he has pointed out to me in Passare that doesn’t match to the information they would need to record. On the First Call page, we have changed Social ...
Restrict ability to delete case files by user role
Restrict the ability to delete uploaded case files by user role, only allowing admins or other designated user roles the ability to delete those files. Would allow us to rely less on paper files and rely more heavily on Passare if we knew uploads ...
A lot of times, the majority of a product or package will mirror another product/package. It would be able to copy that product/package instead of having to create one from scratch. This could be a big time saver.
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