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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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Add Funeral Options Page on Imminent-Need Cases

User Story Imminent Need cases need to have the Funeral Options page available under Arrangement just as Pre-Need and At-Need cases. This is possibly more important on Imminent Need than Pre-Need as the Funeral plans are expected to take place soo...
Kaylan Johnson over 4 years ago in Case Management / Data Entry 2 Shipped

Accounting Lock Date History

Unlocking the Accounting Date and backdating items can be detrimental if the books have already been closed for the month. We need more accountability around this action. Ideally, it would have a history like the signing of the user that locked an...
Kelsey Swearingen almost 5 years ago in Case Management / Goods & Services 0 Shipped

Ability to pin important Notes

As a user, it would be great to have the ability to pin important notes about a case somewhere on the page where it is easy to see. Users could also unpin the note once they don't need it anymore. This would help us highlight important information...
Product Team about 5 years ago in Case Management / Notes 1 Shipped

Default the "Update the current price list" checkbox is selected for Importing Price List CSV's

If updating a price list in a CSV , the "Update the current price list" checkbox MUST be selected in order not to duplicate the price list. That checkbox being checked by default would mitigate this risk and save Support and Build teams a HUGE amo...
Kaylan Johnson almost 5 years ago in Case Management / Price List 0 Shipped

Pending Event on Calendar

Would like Pending Events to be scheduled onto System Calendar. That way, if an event is not solidified but there is a tentative date/time, we can see not to book another service then. We would like this kind of service to show as "pending" on the...
Guest almost 5 years ago in Case Management / Calendar 0 Shipped

Mass Sign Cases

Funeral homes would like the capability to sign multiple cases at once in the instance they fall behind on signing. Signing is directly related to financial reports & tax schedules, and having this functionality would be a huge benefit to clos...
Jessie Goggans over 4 years ago in Case Management / Export/Import 0 Shipped

User Report Container Tags

Steve Jenkins sent a report over to us on July 22, asking for all Foresight funeral homes to be added to it. The issue is that several columns are blank because the report tags are pulling from the incorrect area in Passare. The "Container Type" t...
Tarrence Price over 3 years ago in Case Management / User Report 1 Shipped

Ability to change the order of Custom Fields

It would very helpful to be able to change the order of our custom fields. Also, when fields are removed and added the numbering sequence gets completely thrown off.
Jill Materia about 2 years ago in Case Management 1 Shipped

Ability to Filter Rollup Documents by Item Signing Date

Vertin uses a Batch Form to output a Marker Commission Report that is used on a monthly basis to determine commission on marker sales for each funeral director within each organization. Current: Within the DocX tag, filtering is done on a case lev...
Nick Tunheim about 5 years ago in Case Management / Documents 0 Shipped

Improve Search Results

A lot of our funeral directors have brought up concerns about the search engine. The name needs to be spelled perfectly correct in order for the search engine to pull it up. It would be nice if it allowed for some user error.
Guest over 5 years ago in Case Management 0 Shipped