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...
Adding Additional Categories to Care Center Embalming Fluids
Adding the ability, within Admin > Care Center, to add additional categories with subsequent dropdowns, rather than typing out the additional Fluids underneath "other", especially if there are multiple being added/used in the FH process.
Guest
about 1 month ago
in Case Management
0
Future consideration
It would be helpful if the case files showed when they were added so if a family adds additional photos, i know which ones are new so that i can download just the news ones to add to a slideshow video
Since there is a checkwritting feature available, it would be extremly helpful if there was also a bank reconciliation feature with reports showing what checks/transactions cleared the bank and which are still outstanding.
Londa Darwin
over 1 year ago
in Passare API
1
Gathering interest
We have several people that work in more than one company in Passare. It would be so helpful if we could customize the background colors (the blue) in the companies to differentiate them at a glance. We frequently have cases created in the wrong c...
Lizz Gasbarro
7 months ago
in Passare API
0
Gathering interest
Memo Field under 'add payment' transaction doesn't wrap like the other transaction types
Saul Funeral Home is using the memo field for their 'add payments' transaction on most every transaction they enter. Currently every transaction type BUT add payment will wrap the text for the memo field. For add payment (check/cash/card/ach) the ...
Increased character count in the check # field on transaction
Saul Funeral Home is running into the issue where they do not have enough space in the check # field to put all of the information that they are needing. They have requested that this character count increase or not be limited like it currently is...
For death certificate purposes to families that are sent a Planning Center invite, could there be more required fields? As such that is required on the death certificate. i.e. parent info, address, etc.
Guest
about 1 month ago
in Planning Center
0
Future consideration