Pinned ideas

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...

Case Management

Showing 417 of 561

1 VOTE

Add Case Identifier as as filter criteria on the Dashboard

Please consider adding Case Identifier to the filter criteria for the Dashboard. Maybe with a start and an end option.

Guest almost 2 years ago in Case Management / Reports & Dashboards 0 Planned

1 VOTE

Automatically send notifications to secondary arranger

Currently if you have a Secondary Arranger defined, they don't receive any notifications for anything, unless tagged. Can you please consider including the Secondary arranger for notifications, namely PC notiications?

Guest almost 2 years ago in Case Management / Notifications 0 Future consideration

1 VOTE

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...

Guest almost 2 years ago in Case Management / Data Entry 0 Future consideration

1 VOTE

Bulk add prices for new supplier

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 ...

Holly Stammis almost 2 years ago in Case Management / Price List 0 Future consideration

1 VOTE

Add License Number for Nurses in the Rolodex

In the state of Wisconsin, the Nurse license number is required on the Death Certificate.

Julie Hofmann almost 2 years ago in Case Management / Rolodex 0 Planned

1 VOTE

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.

Guest almost 2 years ago in Case Management / Documents 0 Future consideration

1 VOTE

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

Guest almost 2 years ago in Case Management / Data Entry 0 Future consideration

1 VOTE

Merchandise reports

There are some reports that I would find really useful that don't exist--or at least I don't think they exist. Basically, I want to know what our most popular caskets have been over the last 2 years. But all I can get is a list of ALL of the merch...

Holly Stammis almost 2 years ago in Case Management / User Report 0 Planned

1 VOTE

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 2 years ago in Case Management / Case 0 Future consideration

1 VOTE

Background or font color for notifications

Unless I'm sitting at a PC and have my window full size, (so basically, when I'm using my phone, tablet, or have a split screen on my PC), the background of the note notifications is a light gray, and the font is white. So it's unreadable. Which m...

Holly Stammis almost 2 years ago in Case Management / Notifications 0 Planned

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