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...
I would like to be able to enter a transaction, i.e. adjustment, correcting invoice or payment, and have the option to check a box that says "DO NOT EXPORT THIS". This would be helpful in balancing from Passare to Quickbooks. Instead of fixing the...
As our urn prices are rising quickly, I'm needing to update the prices more often, and have looked for some more reasonable suppliers. Which is a whole job in-and-of-itself. But then I have to go into Passare and update the prices there. Which is ...
Blank Form Mapping To Default to Blank Instead of No
Whenever you are mapping a form there is no way to have it default to a blank spot for a Yes or No answer. For example if I wanted an area to be blank but still have the mapping for when the data is marked as yes/no it will automatically put in a No.
Populate case info on Cash cases from At Need cases
When I enter a new cash sale from a family that we already served, it would be helpful and time saving if the address info populated when you start to enter the name info
Disposition page: Add space to enter grave location GPS coordinates with lot description.
We often don't have access to lot description in our various private cemeteries, but we make note of their GPS coordinates on every grave for future reference.
Joseph Schuller
almost 3 years ago
in Case Management / Case
0
Future consideration
Seeing in Global or in a Super Admin Only view in a FH's Documents a List of all Global Forms a FH is on
It would be a big time saver/ help if I could see in Global Forms all the global forms a FH has access to. That would keep me from having to do a lot of back and forth between the FH templates and global forms and make it much easier and faster to...
Custom Fields: Add type to include Family and Friends
Currently when you check the box for submitting a check requests. The only thing you can modify is the payee. In Texas we are allowed to upcharge Cash Advance items. In those cases, the bookkeeper needs to know if the amount is different than what...
Obituary page to have new section added with information on what newspapers and what dates to run the obit in for the staff to see and work off of.
Currently, there are no drop down boxes or information boxes, where the newspapers that obituaries are to run in and and no drop down box or information box that tells a user where, when and how many days to run an obituary in the paper for the de...
