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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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“Keyword” search case filter

Is it possible to add a new search criteria option to the case filters? There are times when we need to pull from old cases for reference, or reference a case where something particular was in the goods and services, but can't remember which speci...
Guest 10 months ago in Case Management / Search 0 Future consideration

Messages - Also notify Secondary Arranger

It would be most helpful if the Secondary Arranger on a case could receive Message notifications when the family leaves messages in the PC.
Guest 10 months ago in Planning Center 1 Already exists

Rolodex Tied to Shipping Information

When filling out shipping information for the deceased, there is not an option to to tie it to any rolodex entry. If we are pushing the idea of filling out information in a rolodex one time so that it does not have to be typed over and again, I th...
Guest over 1 year ago in Passare API 0 Future consideration

"Cancel eSignature Request" Warning Before Deleting Case

Before you delete a case where an eSignature has been requested, there should be warning message to Cancel the Signature request so that the form doesn't get stuck in limbo. Once the form is awaiting signatures, it cannot be edited or deleted from...
Kaylan Johnson over 4 years ago in Case Management 0 Planned

Cremation is Final Disposition

When you select cremation and the crematory, that information should remain in the boxes for disposition address. If you are burying the cremated remains in a cemetery, it overrides the crematory address and replaces it with the cemetery address. ...
Guest over 3 years ago in Case Management 0 Planned

Alphabetize trade business in the mobile app

When selecting a trade business from the rolodex in the app, they are not in alphabetical order
Madison Hicks over 2 years ago in Mobile 0 Planned

Ability to see who adds an attachment/case file and when.

Having the ability to see who adds a case file and when they add it would be extremely beneficial. There are situations where you may need to ask somewhere where they got the file or how they got it, and with a bunch of employees it's really hard ...
Guest over 1 year ago in Case Management / Files 0 Future consideration

Decedent tracking on app and website

I would like to see the ability to change the location of a deceased in the app and on the website. Our old timers can barely text let alone use an app but they can use the website. The website also has larger font and using a keyboard is easier f...
Guest over 1 year ago in Mobile 0 Future consideration

Copy address

When you pull over data from ASD the family and their phone numbers populate. When you copy over an address to that family member it erases the phone numbers. I didn't understand why my phone numbers were disappearing until I notice system did it....
Guest over 4 years ago in Case Management / Data Entry 0 Planned

Add Decedent Date of Birth to the tool bar at the top of each page in a case. Krause would like this added under the DOD that is currently there.

Add Decedent Date of Birth to the tool bar at the top of each page in a case. Krause would like this added under the DOD that is currently there.
Julie Hofmann over 3 years ago in Case Management / Case 3 Planned