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...
When we select that the Coroner/ME was contacted, it would be nice to have a field to enter the ME's case number. We need to reference this when we call the Cook County ME's office, and include it on the death certificate. Right now we are just pu...
Customers would like to see custom fields per page rather than all on one separate page. The current setup leaves a lot of opportunity to miss entering important information since they must visit a complete different page. It would be ideal for cu...
For as much money as you charge, your program is terrible for looking up on a mobile device. This is suppose to be one of the positive things and it is no where near available to look up clients from another location!!!
Sort Custom Fields when they are added as columns on a Case Listings Dashboard
This used to be a feature where we could sort (A-Z or Z-A) Custom Fields Columns in a Case Listing Dashboard. This feature was extremely helpful in organization of our active cases on a more granular level than permitted by the fields available wi...
Add identifiable funeral home name to Passare email address
Many families delete emails from Passare <[email protected]> because they think they are spam. I verbally explain to families the invitation will not say Thomas McAfee, and they always ask why not. After experiencing this issue multiple t...
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...
Users would like Veteran Yes/No radio button field (Vital Stats page) to be defaulted to blank, instead of 'No'. This should be upon creation for all case types, and includes cases brought over by FDLIC integration, as this can cause confusion sin...
0
Shipped
0
Shipped
