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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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Rolodex Check for Duplicates

User would like a "Check for Duplicates" function (like we currently have for SSN) that scans the rolodex for duplicate addresses. There are often businesses or venues that have name changes/variations, and this function will help users prevent du...
Jessie Goggans almost 3 years ago in Case Management / Rolodex 0 Future consideration

Digital selection room and consumer friendly displays

It would be great if there were a digital selection room and consumer friendly displays for inputting information during arrangements.
Product Team about 5 years ago in Planning Center 0 Planned

Add the option to put Date of Burying Remains at Cemetery when a Cremation Date is added

When cremation date is added, we should also have another spot for the date of burying remains at the cemetery as well
Product Team about 5 years ago in Case Management / Care Center 0 Planned

Needed "ordered" info as column options in user reports

We are needing the "ordered" fields from the Merchandise page in the Care Center to be column options in User Reports. This would include: Type Name Ordered Date Ordered Time Order Taken by Delivery Location Delivery Date
Erin Merriott 7 months ago in Case Management / User Report 0 Planned

Custom fields needed in all "Rows show results For" options of user reports

We are needing any custom fields to be available as columns in user reports for all the "Rows show results for" options. This would be for all options under #2 but one example would be that today when building a user report, if you chose Family &a...
Erin Merriott 7 months ago in Case Management / User Report 0 Planned

Warning when saving a price list Item without an associated sales account

When a user adds/edits a price list item. It would be helpful if they received a warning/reminder upon saving if the associated sales account is missing. They should be able to continue saving without entering one, but a notification would help cu...
Erin Merriott 7 months ago in Case Management / Price List 0 Planned

Adding filtering ability to e-signature widget

Ralph Schugar funeral home has requested the ability to see both completed and incomplete e-signature documents on the e-signature widget. Adding the ability to filter the different statuses and also not lose the completed forms from the widget al...
Chloe Jonas 7 months ago in Case Management / Documents 0 Future consideration

Merge Rolodex contacts

Rather than delete one contact, could there be a way to merge them?
Holly Stammis over 2 years ago in Case Management / Rolodex 1 Future consideration

GPL that populates from Passare Price List

I have had multiple Funeral Homes who wish that we would generate and keep updates their GPLs for them based on whatever information is entered in their Passare Price List as this is something that some other softwares offer and they have gotten u...
Anna Andrews over 2 years ago in Case Management / Price List 2 Future consideration

Ability to edit Case File Name

Would like to be able to right click on a case file and change the name of it.
Susan Grieco over 3 years ago in Case Management / Files 0 Planned