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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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adding an option to use military time

Everything we do is on military time, to avoid mistakes: Death Certificates, Time of Death, Appointments, you name it. Having this option will make your software more appealing.
Guest almost 4 years ago in Case Management 2 Not being considered

Schedule Price List Disclosure Dates

Please create a functionality to allow scheduling of effective dates for price lists, so that form disclosures may be updated automatically. Since we are now able to schedule in the prices themselves, adding in the effective dates would make it so...
Guest over 1 year ago in Case Management / Price List 0 New

Update to video

The video in the planning center talks about starting on the collect tab but this has now changed to the gather tab!
Anna Andrews over 1 year ago in Planning Center 0 Planned

Auto capitalize the first letter in fields like names, cities, etc.

As a user, it would be helpful and save time if when we entered first, middle, last names and other fields that need to be capitalized, it would automatically capitalize the first letter.
Product Team about 4 years ago in Case Management / Data Entry 0 Not being considered

Ability to change an At Need

It would be great to be able to change and at need case to a trade case when it has been brought in using ASD sync.
Guest about 4 years ago in Case Management / Case Identifier 1 New

Add Case Types Selection to System Reports to Include in Report Results

Users need to be able to include other case types, such as Trade Cases, when pulling System Reports. Example: "Survey Client Service Type" - currently this report only pulls At-Need cases but Trade Cases also are able to specify a Client Service T...
Kaylan Johnson over 2 years ago in Passare API 0 Planned

Zip Code after street address

so I do not have to scroll through city and state to get to the zip code
Guest about 4 years ago in Case Management 0 Not being considered

Links to Service Providers Contact Info within Service

We would like to see "show address" and "show contact information" for the Service Providers. This is currently available for Venue information (Funeral Options > Add Service > Venue) but not for Service Providers. The system asks for the in...
Guest about 4 years ago in Case Management / Rolodex 0 Planned

Exclude Deleted Cases Financials from Accounting Exports

Currently when running an accounting export, you can export financials from a case that has been deleted. In the sense of things if a case is deleted you would no longer need those financials therefore it can cause some confusion if the financial ...
Sierra Chaffin almost 3 years ago in Case Management / Export/Import 0 Planned

Relationships

I would like to see Child added to the dropdown when selecting Relationship
karen holte over 1 year ago in Passare API 0 Gathering interest