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...
It would be useful if columns on the accounts page could be configured like the dashboard. Another useful feature would be to have it setup where you can see the cases that are associated with a check when you hover over the check number, or a lin...
Is it possible to get more cities added with the auto-fill? The new cities would be Cridersville (Auglaize County, Ohio, 45806), St. Johns (Auglaize County, Ohio 45884), and St. Marys (Auglaize County, Ohio, 45885)
Guest
about 2 years ago
in Passare API
0
Not being considered
Edit cash advance description after a case is signed
Once a case is signed the line items are set in stone. It would be extremely helpful if cash advance descriptions were editable after signing a case (not the cost portion). Sometimes we think we have the name spelled correctly for an honorarium na...
Guest
over 2 years ago
in Passare API
0
Not being considered
Save common entries (like place names, common names, etc.) so we can autofill fields after typing the first few letters
As a user, it would save time and help out if common entries are saved so as we type them out, we have the option to select a commonly entered name/entry. Kind of like a predictive keyboard. For example, if my county name is really long, I could j...
It would be very helpful if we could customize the questions in the Service Preferences tab of the collaboration center. As it is worded now, the question about ceremony only includes options for viewing or a graveside service where most families ...
Guest
about 5 years ago
in Planning Center
2
Not being considered
Ability to see who is logged in from your organization and then live chat for instant messaging with team members
This would allow for somewhat direct communication between members of the same organization when a response is needed quickly. Ideally, it would have some sort of mobile component/capability for when staff is working in the field.
Guest
about 5 years ago
in Case Management
1
Not being considered
Make it easier to enter multiple cash advance items rather than one at a time.
It would be great if it could be made easier to enter multiple cash advance items rather than one at a time. Like highlight four or five and hit select rather than clicking in one at a time
Product Team
about 5 years ago
in Case Management
1
Not being considered
Add a list for Character of Discharge under the Veterans page
From Julie Silha at Schumacher Kish Funeral Home: With that being said, I promised you some information for the Veteran’s information screen to potentially create a dropdown list for Character of Discharge. Coming from a background of working with...
