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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 almost 3 years ago in Case Management / Integrations 0 Planned

Decedent tracking to push to forms

We have a handful of state forms that require information such as “time and date decedent arrives at crematory” as well as “cremation start time” and “cremation end time.” I am aware of the places to manually input this information but it would be...
Trae Cody over 1 year ago in Mobile 0 Future consideration

Remove the branch name from the location name on "Last Location" column

Funeral Homes would like for the full branch name to be removed from the location column for decedent tracking dashboards. This being in front of the actual location name from the app, takes up way too much room and is unnecessary especially for f...
Julie Hofmann 6 months ago in Case Management / Reports & Dashboards 0 Planned

Mobile Crematory App

Add the ability to put state entries and all crematory operations into the mobile app.
Dan OBrien almost 2 years ago in Mobile 0 Future consideration

Ability to unselect imminent need once converted to at-need

Johnson-Romito Funeral Home (premium customer) would like to have the ability to unselect the imminent need case type once they convert to at-need in order to differentiate and separate
Chloe Jonas 12 months ago in Case Management / Case 0 Future consideration

Add Grave Location

Sometime you are at a cemetery and a family says "do you know where my dad is". It would be nice to look it up and tell them
Matt Murphy 12 months ago in Mobile 0 Future consideration

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 over 4 years ago in Case Management 0 Planned

Esignature Permissions/ Restrictions

Customer would like the restriction to allow users with the setting to be able to download signed forms or see if the forms are still pending signature, but not be able to send forms for signature.
Guest 6 months ago in Passare API 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

Beta app: Ability to access case files

I would like the ability to access case files from the new app.
Guest over 2 years ago in Mobile 1 Future consideration