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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...
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We use the G&S for Pre-Need cost estimates at Wenig FHs (Vertin Co) as it's most customizable; any chance we can get a "copy from" button for a spouse who selects similar services?

This would give our families two customized estimates without the hassle of re-entering.
Guest about 3 years ago in Case Management / Goods & Services 1 Planned

Second Visitation tags in obituary

It would be great to be able to add the info for a second visitation as tags that I can add to an obit template. I have a FH who will do a public viewing from 4-6 and 6-8 for example and they would like to not have to enter the second service manu...
Anna Andrews almost 2 years ago in Case Management / Obituary 0 Planned

Ability to edit Case File Name

Would like to be able to right click on a case file and change the name of it.
Susan Grieco over 3 years ago in Case Management / Files 0 Planned

Making End Time for services option on the Funeral Options Page

Johnson Romito Funeral Home does not always publish an end time to their services and would like the option of including a start time without also listing an end time.
Chloe Jonas over 1 year ago in Case Management / Data Entry 0 Planned

Ability to e-sign in funeral home

Would like to challenge Passare to add the ability for customers to sign documents via a pad connected (via USB) to a laptop such as Topaz Systems S460 (I've used in doctor offices, pharmacies, banks, etc.) for them to sign contracts, cremation au...
Elizabeth Reed about 2 years ago in Case Management / Printing 0 Planned

Manually insert a Checklist

From what I can tell, the only way to get a checklist to show up is for it to happen automatically, based on certain criteria. That works great, but if something changes in that criteria, there's no way to manually insert a pre-populated checklist...
Guest almost 3 years ago in Case Management / Checklist 1 Planned

Ability to add a person in the Pick up Cremated Remains box

O'Connor would like to be able to add a new person as the Acquaintance in the Pick up Cremated Remains box if the are not already on the family and friends page. It would be more efficient if they could add it here instead of going back to F&F...
Guest almost 4 years ago in Case Management / Care Center 0 Planned

Recognize URLs in web app Notes

It would be great if URLs could be recognized within a Note and opened in the user's default browser.
Guest over 1 year ago in Case Management / Notes 0 Planned

Ability to add a date field in e-signature 2.0 separate from the signature field

Legacy has asked for the ability to add a date field to their e-signature documents that is seperate from the signature field. Currently, when adding signature mapping you can remove the date and just leave the signature but you cannot remove the ...
Chloe Jonas 10 months ago in Case Management / Case 0 Planned

Add Decedent Date of Birth to the tool bar at the top of each page in a case. Krause would like this added under the DOD that is currently there.

Add Decedent Date of Birth to the tool bar at the top of each page in a case. Krause would like this added under the DOD that is currently there.
Julie Hofmann over 3 years ago in Case Management / Case 3 Planned