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...
Improving Selecting Memorial Content on Memorial Templates
When a Memorial Template is the at the end of list in the Templates, it can be difficult to select the Memorial Content. I have attached a screenshot of an example. You are not able to see the "Select" button. You need to scroll down on a specific...
User would like to build a care center log using Dashboards. Requesting the following: 1) CC Cremation: Pickup Cremated Remains Date 2) CC Cremation: Pickup Cremated Remains Date 3) CC Cremation: Pickup Cremated Remains Date and Time These fields ...
We use the G&S for Pre-Need cost estimates at Wenig FHs (Vertin Co) as it's most customizable; any chance we can get a "copy from" button for a spouse who selects similar services?
This would give our families two customized estimates without the hassle of re-entering.
Sam Houston Funeral Home would like the ability to export a batch payments accounting export by the Batch Number. Currently you have to pick a date range or a specific case to do the export and it would be easier for them if they could do this bas...
Add ME/Coroner County field to the Vital Stats Page
Krause funeral home would like a field added to the Vital Stats page where when the ME/Coroner checkbox is selected, a field pops up for the County. The ME/Coroner County is not always the same as the place of death so they need this for reference...
Capability to Pin the Column Titles on the Case Listing Page
Angie Gard with Gard Funeral Home asked if we had a way of freezing or pinning the column titles on their case listing page. She mentioned that they are struggling right now with remembering what column is what especially when they begin scrolling...
Remove Ability to Delete Transactions Unless Super Admin
If a User deletes a Transaction from the list on Admin > Accounting (Financial Accounts page), any Payments & Adjustments where that Transaction was used will not be included in Accounting Reports/Exports. Proposed Solution: Remove the tras...
Kaylan Johnson
over 2 years ago
in Case Management
0
Planned
Base Accounting Reports on Transaction IDs Instead of Transaction Names
Currently, users are able to edit Transaction names under Admin > Accounting (Financial Accounts page) in the Transaction list. For example, "Refunds" to "REFUND." Result: Any transactions using the prior name(s) (i.e., "Refunds") on the Paymen...
Kaylan Johnson
over 2 years ago
in Passare API
0
Gathering interest
Restrict ability to delete case files by user role
Restrict the ability to delete uploaded case files by user role, only allowing admins or other designated user roles the ability to delete those files. Would allow us to rely less on paper files and rely more heavily on Passare if we knew uploads ...