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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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Beta app: Ability to input dates using the number pad

I would like the ability to input dates using the number pad instead of the scrolling numbers.
Guest over 1 year ago in Mobile 0 Future consideration

Beta app: Ability to see a photo of the deceased

I would like to see a photo of the deceased on the 'Prep' page in the new app.
Guest over 1 year ago in Mobile 0 Future consideration

Beta app: Ability to configure and save a case listing view.

I would like the ability to configure and save my case listing view.
Guest over 1 year ago in Mobile 0 Future consideration

Beta app: Ability to sort the case listing

I would like the ability to sort the case listing in the new app.
Guest over 1 year ago in Mobile 0 Future consideration

Beta app: Ability to access my calendar

I would like the ability to access my calendar from the new app.
Guest over 1 year ago in Mobile 1 Future consideration

Beta app: Ability to access case files

I would like the ability to access case files from the new app.
Guest over 1 year ago in Mobile 0 Future consideration

Beta app: Ability to see service details

I would like to see service details in the new app (date, time, place of funeral and visitation).
Guest over 1 year ago in Mobile 0 Future consideration

Fee requirements for cemeteries

Adding a place in the rolodex for cemeteries that require certain fees. Then when said cemetery is chosen on the disposition page it would pop up a field showing the fee required. This would "remind" the director to add to the contract.
Guest over 1 year ago in Case Management / Rolodex 1 Future consideration

Accounting Exports

I would like to be able to enter a transaction, i.e. adjustment, correcting invoice or payment, and have the option to check a box that says "DO NOT EXPORT THIS". This would be helpful in balancing from Passare to Quickbooks. Instead of fixing the...
Belinda Honea almost 2 years ago in Case Management / Accounting 0 Future consideration

Mobile Beta: For drop-down lists that are not multi-select, close the list rather than requiring pressing "Done"

On drop-down lists where only one option is possible (radio vs. checkbox), close the list, instead of requiring the pressing of "Done" for faster entry. Example: Family relationship.
Guest almost 2 years ago in Mobile 0 Future consideration