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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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Case Management

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Search Bar & Ability to Save Filters/Tabs on Check Writing Page

Customers are requesting a search bar on the check writing page that allows them to search by check number, payee, amount, etc. They would also like to be able to save filters as tabs like you can on the case listing page. Currently if you need to...
Erin Merriott about 3 years ago in Case Management / Check Writing 1 Planned

Ability to Delete PL Items from CSV

We need a column on the PL csv for delete (like we now have on the rolodex csv). This will prevent us from manually deleting PL items one by one.
Erin Merriott about 3 years ago in Case Management / Price List 0 Planned

Include Column for TOD and DOD Combined on Case Listing

Currently, you can sort cases by Case Created At, which includes a timestamp of when the case was created (unchangeable). This ensures the integrity of the order in which the cases were created if sorting by this column. Sorting by the Decedent Da...
Kaylan Johnson over 3 years ago in Case Management / Automations & Triggers 0 Planned

Canada firm rolodex entries don't default to Canadian fields (province/postal code)

When creating a new rolodex entry through a case in a Canadian firm, Canada is the default country but it shows county, state, zip fields. If you switch it off Canada to a different country and back to Canada, it show correct fields (province &...
Madison Hicks over 1 year ago in Case Management / Rolodex 0 Planned

Editable Inventory Transfer Date

When transferring inventory to another org, the date is grayed out. The date the transfer is accepted becomes the date the items are removed from/on reports. Often a location will transfer an item but the person responsible for accepting the inven...
Erin Merriott over 3 years ago in Case Management / Inventory 0 Planned

Dashboard Downloads to CSV

It would be really nice if when downloading from a dashboard view, Passare would maintain the original sort order of the dashboard view that is being downloaded. Instead you have to remember how you had the dashboard set up and re-sort the CSV file.
Elizabeth Reed over 3 years ago in Case Management / Reports & Dashboards 0 Planned

Add Case Identifier as as filter criteria on the Dashboard

Please consider adding Case Identifier to the filter criteria for the Dashboard. Maybe with a start and an end option.
Guest almost 2 years ago in Case Management / Reports & Dashboards 0 Planned

Additional column/field needed on Inventory Management & Add Inventory page

I have a few customers who have requested an additional column for retail price on the Inventory Management page. They would also like an additional field on the Add Inventory page that shows the retail price. They stated they have several items w...
Erin Merriott over 3 years ago in Case Management / Inventory 1 Planned

allow multiple selections for military branches

We have several people in our area that have served in multiple branches but only 1 can be selected.
Guest over 3 years ago in Case Management 0 Planned

Add License Number for Nurses in the Rolodex

In the state of Wisconsin, the Nurse license number is required on the Death Certificate.
Julie Hofmann almost 2 years ago in Case Management / Rolodex 0 Planned