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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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Showing 442 of 442

Red Flag a case

On occasion, we have really touchy cases. Ones where an estranged (and sometimes deranged) family member is trying to get information they shouldn't have and could cause problems. Or ones where there's an ongoing murder investigation and reporters...
Holly Stammis 4 months ago in Case Management / Files 1 Future consideration

Beta app: Ability to access checklists

I would like the ability to access checklists from the new app.
Guest 6 months ago in Mobile 0 Future consideration

Add In-State Transfer as an option on Disposition Page

On disposition>Disposition Type, it would be helpful to have the option to select "in state transfer."
Anna Andrews 23 days ago in Case Management / Case 0 Gathering interest

Create Permissions for Creating Dashboards/Adding Dashboard Columns

Einan's at Sunset has a transfer team that currently only has permissions to the Decedent Tracking app. However, since they have a Passare log in, they can also access the full dashboard and add any columns that they want to see. This funeral home...
Guest 24 days ago in Case Management / Roles & Permissions 0 Gathering interest

Dashboards based on Checklist completion

We use the checklist feature extensively for our funeral planning and internal communication. I have created a number important checklists that we use daily: Basic planning, death certificate, cremation paperwork/process, ready for services; as we...
Holly Stammis 26 days ago in Case Management / Checklist 0 Planned

"Add to Dictionary" option on Obituary page to bypass spell check

Funeral home names & cities are often marked as misspelled on the obituary page & can be annoying/distracting to have words underlined multiple times in each obituary. Ex: Falardeau FH in Baldwinsville, both words are underlined every time...
Madison Hicks 4 months ago in Case Management / Obituary 0 Not being considered

Bulk Case File Deletion

There needs to be a way to delete case files in bulk, rather than one at a time.
Guest about 2 months ago in Case Management / Case 1 Gathering interest

Beta app: Ability to access my calendar

I would like the ability to access my calendar from the new app.
Guest 6 months ago in Mobile 0 Future consideration

Ability to customize Family & Friends Fields Placement

Users would like the option to customize which fields show initially when adding in new Family & Friends. For example: moving the "Spouse" field out of "Additional Information" to the primary view, so that this is easily edited. Some users fin...
Jessie Goggans 9 months ago in Case Management / Family & Friends 4 Future consideration

2nd - LEVEL LOG IN AUTHENTICATION

In this world with the pool of nefarious hackers gaining traction in their knowledge of breaching data, it seems VITAL to add 2nd - Level Log in Authentication. If ours or any funeral home database were to be infiltrated the outcome would be catas...
Guest 3 months ago in Case Management / Security 0 Planned