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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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Add 'Check Payee' Filter for Check Writing Page

User Story Right now, when I write a check to a specific vendor, I have no way of easily searching for that data on the Check Writing page. It would be helpful if I could have a 'Payee' filter, that populates all of my Rolodex entries, so I can se...
Daniell Jara over 4 years ago in Case Management / Check Writing 0 Shipped

Order of Menu Options - Less Overwhelming

Robert at Justen Funeral Homes has implemented use of the Collaboration Center and has received feedback from multiple families that they are overwhelmed when they access the Menu options and don't know where to start. He suggests having Biographi...
Guest over 4 years ago in Planning Center 0 Shipped

Collaboration Center Menu Option Lost on Smaller Screens

Robert at Justen Funeral Homes has implemented use of the Collaboration Center and has received feedback from multiple families that they could not easily locate where to get started because the "Menu" button is difficult to find on smaller screen...
Guest over 4 years ago in Planning Center 0 Shipped

PICTURES

There is no information on how to upload pictures on the collaboration center. We tell families then can upload pictures on the site and there are no directions to do that. Makes me look like an idiot.
Guest over 4 years ago in Planning Center 0 Shipped

Dashboard Filters - Sign Dates

Needing the ability to filter dashboards off of Invoice Signing - First, Invoice Signing - Last, and Invoice Signing - Any like we can in user reports.
Jessie Goggans over 4 years ago in Case Management / Reports & Dashboards 0 Shipped

Collaboration Save Buttons

Change the "Continue" button at the bottom of some pages to say "Save". There are times where the family lost their progress in the Collab Center due to this verbiage not being clear it will save their progress, and no fail-safe when navigating aw...
Jessie Goggans over 4 years ago in Planning Center 0 Shipped

Add Contract Date as a filterable date option for Survey system report

Some customers would like to filter their Survey report by the Contract Date. Please add this date to the dropdown list when building the Survey report.
Marcus Wilson over 4 years ago in Case Management 0 Shipped

Add Variations of 'Case Assigned To' Fields in User Reports and Case Listing Widget

User Story We are using Passare to track our Pre-Need contracts. We wanted to create an Aftercare report that showed both the Funeral Director who served the family At-Need and the AP Counselor. I was told that these are currently the same field a...
Alice Brousseau almost 5 years ago in Case Management / Reports & Dashboards / User Report 0 Shipped

Add Default Sorting to Batch Forms

User Story Users are wanting consistent sorting of documents from the Batch Forms feature. At one point, it used to be alpha by branch and then alpha by decedent last name within the branch. However, that is not the order now and appears to be ran...
Daniell Jara over 4 years ago in Case Management / Batch Forms 0 Shipped

Add 'Contract Date' Column in Case Listing Widget

USER STORY From the Dashboard's Case Listing widget, I'd like to be able to see what the case's contract date is, without going into the case. FUNCTIONAL SPECIFICATIONS On the On the Case Listing Widget Settings, add a new column titled 'Contract ...
Daniell Jara almost 5 years ago in Case Management / Reports & Dashboards 0 Shipped