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...
Adding Newspaper as an option for "business" in the Rolodex
With the addition of the e-mail option on the obituary page, funeral homes who have added newspapers to their rolodex as "other" do not have the ability to see them in the dropdown on the obit page.
Allow Planning Center (Messaging) to be availble for Pre-need Cases.
The Planning Center "Messages" section allow for families to keep all correspondence centrally-located (in the Planning Center), avoid separate, external emails for correspondence. Presently, Messages are not able to be exchanged in a Pre-need cas...
Schedule Pricing & Cost Visible other than within the item's details
You can schedule future pricing and cost but you can not see it anywhere else other than in the item details page. I had a funeral director bring this up and he would like to see if on the CSV we could include a column for this. Because there is n...
Sometimes it can be easy to overlook signature and initial fields during the signing process. The blue button in right hand corner will tell you that there is missing information when you hover over it, but it doesn't tell you exactly what. I thin...
In the event of adding multiple disposition details, it could be helpful to have both disposition locations listed (Addresses). Recently had a case where there was a cremation and both a burial of cremated remains and the address of the cemetery w...
Clevland Funeral Home noted that when sending off documents for eSignature, the email that gets sent off to the family will have the logo and name of the organization. Could there be a way for this rather than to have the organization name, but ra...
The mobile version of Passare can be difficult to maneuver, especially when navigating on a small screen (like a cell phone). Address current issues like: searching (keyboard covers search bar), search results (scrolling problems). Making mobile v...
Jessie Goggans
about 5 years ago
in Mobile
0
Planned
Care Center Merchandise does not show the full name
On the Merchandise page, the items added (caskets, urns, vaults, memorial merch) from the g&s page are in a greyed-out box that does not allow you to see the full name. Even when hovering the full name of the item will not appear.
It would be helpful to tag the hairdresser in the appearance section of the care center. This would send our hairdresser a notification so she knows what was discussed.
In many cases funeral directors or office staff have to access multiple locations, it would be convenient to access rolodex contacts that are shared between all the locations without creating another contact of the same person/church/cemetery in t...