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...

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Showing 634

1 VOTE

Add "Check Transaction" Name and account number as a column in User Reports

Add "Check Transaction" Name and account number as a column in User Reports under Checks. This is for Clark Funeral Homes

Julie Hofmann about 1 year ago in Case Management / Check Writing 0 Planned

4 VOTE

Updates to QuickBooks Export Outputs for 'Refunds' Transactions

User Story As an accountant who imports data to QuickBooks, I'd like some changes to the output of the data in the exports, as it relates to 'Refunds' transactions created from within the Payments & Adjustments page of a case. These changes wi...

Daniell Jara over 4 years ago in Case Management / Accounting / Export/Import / System Report 0 New

2 VOTE

Please provide instructions to esignature recipients. The first thing they encounter says sign here. There should be an explanation that they are creating a signature to apply to documents after review.

This will provide more of a comfort level for clients signing. The first page should not say Sign Here when there is no attached documents and no other information.

Guest about 2 years ago in Planning Center 0 Planned

3 VOTE

Aftercare Report Death Date Anniversary Filter and Date Range

A user would like to add the ability to filter User Reports on the Death Date Anniversary of decedents for User Reports. In addition, a new Date Range needs to be added on the Run Your Report page for the last month of the last year (E.g., 07/01/2...

Devin Pauly about 3 years ago in Case Management / Reports & Dashboards 1 Planned

2 VOTE

Beta app: Ability to configure and save a case listing view.

I would like the ability to configure and save my case listing view.

Guest about 2 years ago in Mobile 0 Future consideration

2 VOTE

Beta app: Ability to see service details

I would like to see service details in the new app (date, time, place of funeral and visitation).

Guest about 2 years ago in Mobile 0 Future consideration

2 VOTE

Fee requirements for cemeteries

Adding a place in the rolodex for cemeteries that require certain fees. Then when said cemetery is chosen on the disposition page it would pop up a field showing the fee required. This would "remind" the director to add to the contract.

Guest about 2 years ago in Case Management / Rolodex 1 Future consideration

1 VOTE

Include Additional Date Range Options for Reports

Users often need financial information in Quarter timeframes (i.e., Last Quarter, Past Quarter, Quarter to Date), which are not currently offered as Date Range options. The only solution is to manually edit the specific start and end date each tim...

Kaylan Johnson about 1 year ago in Case Management / Reports & Dashboards 0 Planned

3 VOTE

SuperAdmins to Access Any User Report

SuperAdmins need the ability to view and edit any user report created. Ops are often asked by customers to edit reports created by other Ops members (currently employed or unemployed), or reports created by other FH users. We should be able to edi...

Jessie Goggans over 3 years ago in Case Management / User Report 0 Planned

1 VOTE

Put a limit on check amount

I would like to have more control over the checks, my employees use the check-writing option in Passare but I would like to assign them a limit or immediately receive a notification if check is cut over a certain amount

Guest about 1 year ago in Case Management / Check Writing 0 Future consideration

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