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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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Trade QB Export

Users utilizing both Trade cases and QB exports need to be able to see invoices grouped by Trade Business as the QB Customer. It currently groups by Deceased Name, even though the trade business is truly the customer being billed. Spoke with Danie...
Jessie Goggans almost 3 years ago in Case Management / Export/Import 0 Future consideration

Editable Case Related Check Amounts

We added the ability to edit a check amount from a case related charge, but the customer stated they would also like to be able to select which items in the price list staff can edit the check amount on. Example: Crematory Charge - Family pays $60...
Erin Merriott about 3 years ago in Case Management / Check Writing 0 Future consideration

Another field for deceased interest/hobbies

I am wanting to know if there is anywhere that we can type deceased interest and things we already know about the deceased that will automatically pull over into the obituary, instead of waiting until the family is onsite and we are rushing to get...
Guest about 4 years ago in Passare API 1 Future consideration

Decouple SFG Sections and SFG Tags

If I use an SFG section for a document I cannot use an SFG tag for a separate document. Please allow both of these functions to work regardless of whether one is being used or not. An example would be using an SFG section for an at-need contract a...
Guest over 4 years ago in Case Management / Documents 0 Future consideration

Scrape self-started case form from website and send data to HubSpot

Kelly Gilgenbach over 4 years ago in Planning Center 0 Future consideration