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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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Include cemetery and arranging director in calendar drop down.

Saves time spent opening case to extract information. Facilitates staff and automotive assignments.
Guest over 2 years ago in Case Management / Integrations 0 Planned

Reminders on contract line items

it would be nice to have the ability to set reminders on an line item in the Goods & Services page. If a service is a month away, then we might not want to order the flowers or casket, or whatever the item may be so far in advance. Or if we do...
Susan Espinosa 5 months ago in Case Management / Goods & Services 0 Future consideration

Parent 1 and Parent 2 Mappings

Since the change on the Vitals Page from Mother and Father to Parent 1 and Parent 2, there are not any mapping for Parent 1 and Parent 2, rather, there are only mappings for Father and Mother. What we will need is the ability to tag and map these ...
Guest over 1 year ago in Passare API 0 Planned

Pricelist, adding template

users might want to add multiple caskets at one time and have these items share the same tax table, reporting category, accounting code, etc. The goal would be to add similar items quickly so that all you have to do is modify, the name and price.
Guest almost 2 years ago in Case Management / Price List 0 Future consideration

Beta app: Ability to sort the case listing

I would like the ability to sort the case listing in the new app.
Guest over 2 years ago in Mobile 0 Future consideration

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...
Jill Materia almost 2 years ago in Case Management / Data Entry 0 Already exists

Enable replication of case under new case ID (for Spouse)

This would be helpful both on the Preneed and At Need side. For preneed, there are many times when our Preneed counselor enters a preneed for a husband and wife at the same time. On at need, for example, we periodically deal with cases where we ar...
Jay McAfee about 4 years ago in Case Management 0 Planned

Option to add additional deceased spouses

There are certainly instances where individuals in our care have been happily married more than one time and both spouses have passed away or one has, but is still important to note for the family. The ability to customize what appears in the Plan...
Veronica Penn Beattie 6 months ago in Planning Center 0 Future consideration

Vitals Customization for Planning Center

It would be helpful to allow for customization on what vitals tabs show for our families in the planning center.
Veronica Penn Beattie 6 months ago in Planning Center 0 Future consideration

New Event attendance category

When adding an event, under attendance we can choose either private or public. I would like to add an additional category "Public/No Funeral Home" for those events the family is having on their own without funeral home staff assisting. This event ...
Guest 6 months ago in Case Management / Calendar 0 Future consideration