đź’ˇ Share your Ideas!
ADD A NEW IDEA

Pinned ideas

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...
Share feedback 0

Case Management

Showing 15

Care Center-Cremation Tracking

User Story Kelsey, We are in desperate need of changing how we track urns after cremation. I have been looking at the cremation tracking section on Passare, but feel it needs to be revamped before we can jump over to it. The following requests wil...
Guest over 3 years ago in Case Management / Care Center 0 New

Add acquaintances phone numbers to Case Summary

It would be helpful to see easily acquaintances phone numbers when looking up a case. I would suggest including this info where they are listed on Case Summary and on Family & Friends pages.
Guest almost 4 years ago in Case Management / Family & Friends 1 New

Designate required fields before allowing contract signing

We use a report to share to a third party consultant. I would like to require the fields in that report to be completed before allowing the case to be signed.
Reuben Feuerborn about 4 years ago in Case Management / User Report 2 New

Separate Product / Services filters for Price List

It would make it much easier to filter down to just product items. As of right now the only way to filter to just products is to do a much more granular filter, manually.
Guest about 4 years ago in Case Management / Price List 0 New

Adding the Estate of the deceased

Please add "Estate of ___ ________" (deceased) to the list of possible payors. It is very irritating to have to add their Estate to a list of possible payors every time and then to have to select a relationship. Please have this in the system so i...
Dana Dingmann about 4 years ago in Case Management / Family & Friends 0 New