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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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Case Management

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Accounting Exports

I would like to be able to enter a transaction, i.e. adjustment, correcting invoice or payment, and have the option to check a box that says "DO NOT EXPORT THIS". This would be helpful in balancing from Passare to Quickbooks. Instead of fixing the...
Belinda Honea about 2 years ago in Case Management / Accounting 0 Future consideration

Funeral Innovations Preview Option

Would like to be able to preview data before syncing to my Funeral Innovations site. Right now the sync button immediately posts the information to my live website, which has caused frustration. I would like to be able to see all of the data synci...
Guest over 4 years ago in Case Management / Integrations 4 Planned

Create reports based off dashboard tab information

I currently have several dashboard tabs set up for specific information I use for different tasks on a daily basis. I also create additional customized tabs for special projects. It would be extremely helpful to be able to export the information d...
Guest over 4 years ago in Case Management / Reports & Dashboards 1 New

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

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 about 2 years ago in Case Management / Notifications 0 Future consideration

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 about 2 years ago in Case Management / Data Entry 1 Not being considered

Livestreaming Link

I would like to a Livestreaming service option that would allow us to share the RRL link in the same manner that you would share a physical address for the service location.
Reuben Feuerborn over 4 years ago in Case Management 0 Planned

Save common entries (like place names, common names, etc.) so we can autofill fields after typing the first few letters

As a user, it would save time and help out if common entries are saved so as we type them out, we have the option to select a commonly entered name/entry. Kind of like a predictive keyboard. For example, if my county name is really long, I could j...
Product Team over 4 years ago in Case Management / Data Entry 0 Not being considered

Be able to print a document for Rolodex Entries

Have a document that can be added to rolodex entries so they can be printed from the case when the entry is selected. This is more efficient then having to copy and paste notes from within the entry onto a word document.
Guest over 4 years ago in Case Management / Rolodex 0 New

Default Reminders for Checklist

I would like to create default reminders for the task that would save within the checklist. Example, reminder set to 24 hours prior to service remind FD if task is not completed.
Reuben Feuerborn over 4 years ago in Case Management / Checklist 0 Future consideration