Pinned ideas

PINNED Check for duplicate decedent names.

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...

Case

Showing 69

5 VOTE

Display Pre Need differently than At Need

It would be helpful if text entered as a Pre could display in a different color. When moving to At Need sometimes data changes and it's hard to figure what was selected as a Pre versus what is being selected during an at-need arrangement. The abil...

Jill Materia 4 months ago in Case Management / Data Entry 0 Future consideration

4 VOTE

Ability to Add More Than 1 Email Address

Please add the ability to add a secondary email address for Family/Friends. We often have loved ones provide us with their home and work email addresses and are asked to send correspondences to both. Right now we have no way to log them other than...

Guest 6 months ago in Case Management / Family & Friends 0 Future consideration

1 VOTE

Age on Case Menu to show as Years, Month, Day

On the a case menu on the ID Tag, if there could be an ability to have the age show as years, month, days.

Guest 6 months ago in Case Management / Case 0 Future consideration

2 VOTE

Tour of Duty Populate from Basic Veteran Info

Any way to have the Tour of Duty auto fill from the Basic Info on the Veteran page? It seems a waste of time to enter the same information multiple times.

John Glueckert 6 months ago in Case Management / Data Entry 1 Future consideration

3 VOTE

Add the ability to @ within a Custom Field

Please add the ability to send an @ notification within a custom field text box.

Guest 7 months ago in Case Management / Data Entry 0 Future consideration

9 VOTE

Ability to capture the bank name when adding a check payment

We would like the ability to add the bank name in Payment and Adjustments when a family pays by check. This would allow us to put the bank name and check number on our final invoice.

Jill Materia 7 months ago in Case Management / Payments & Adjustments 1 Future consideration

3 VOTE

Please add Money Order as a Payment Option

We have families who pay with a Money Order. We would like an option to designate as such. Thanks!

Jill Materia 7 months ago in Case Management / Payments & Adjustments 0 Future consideration

1 VOTE

eSignature: Allow reordering

Currently there doesn't appear to be a way to reorder documents in the eSignature box. This is important.

Guest 8 months ago in Case Management / Case 0 Future consideration

1 VOTE

Checklist autosave

It would be helpful if the checklist boxes would autosave whenever the person who is inputting the information stops moving the mouse (as it does in the planning center). I have went through various checklist steps and forgot to save, and it erase...

Trae Cody 8 months ago in Case Management / Checklist 0 Future consideration

2 VOTE

Tagging Directors When Cremated Remains Return from Crematory

Under the cremation tab --return from crematory When a director is marked as the counselor for a case, I would like to be able to tag(@) the director in charge when cremated remains return to the funeral home. Then, Passare can send them a notific...

Simone Simpson 8 months ago in Case Management / Care Center 1 Future consideration

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