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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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Replying to Notes

When someone writes a note and tags you with the @ sign, create a reply all that automatically retags the people tagged without having to re-enter them. If you forget to tag them in response currently, they never know you responded.
Jan Smith 3 months ago in Case Management 0 Future consideration

Show suffix in Friends and Family List

When there is a suffix such as jr, sr., III, IV etc., there is a field to enter that in friends and family, however, the suffix does not show in the friends and family list. It would be helpful to have the suffix listed also, especially when it go...
Angela Anello 23 days ago in Case Management 0 Planned

Bring over the Vital Statistics information from DIGicon into Passare

Currently DIGicon can capture the Vital Statistics information on the Preneed contract. This can be done on the Vital Statistics page, Thoughtful Decisions Guide, Personal Information Guide, and Memorial Guide. Since Passare has similar fields on ...
Jessie Martin 4 months ago in Case Management / Integrations 0 Future consideration

Detailed History on Family and Friends Page (Activity Feed)

Similar to the detailed history that is on the Goods and Services & Payments and Adjustments page. A few funeral homes would like to see the activity feed of who is creating family and friends contacts and who is manipulating data in each cont...
Adrain Valerio 4 months ago in Case Management / Family & Friends 0 Future consideration

Add ability for pending preparation due date

We need to add the ability to have a pending preparation due, similar to events where they can enter the preparation due event with the branch but leave the date blank until they know when it needs to happen. This should still appear in the All Pr...
Julie Hofmann 25 days ago in Case Management / Care Center 0 Gathering interest

expand Cause of Death field

The field for cause of death cuts off text. if it could be expanded or if you could hover over the options to see the full text, it would be super helpful!
Madison Hicks 26 days ago in Case Management / Data Entry 0 Gathering interest

System Calendar improvements

How about different colors in the System Calendar, depending on the event or different color depending on the funeral home branch, like the common Outlook or Google calendar allows you to do. Helps them stand out better for company preferences. Ad...
Elizabeth Reed almost 5 years ago in Case Management / Calendar 5 Planned

Check Writing Notifications

Can check writing notifications be made to where the recipients are always notified when checks are requested/created from the goods & services page? Currently, they'll only be notified if the requestor does not have the ability to create chec...
Tarrence Price 2 months ago in Case Management / Check Writing 0 Gathering interest

Tracking on Desktop Program

It would be very beneficial for us to have tracking on the desktop version, since we don't always have our phones available, particularly when families are picking up urns at our front office.
Guest 7 months ago in Case Management / Data Entry 2 Future consideration

Payment Details in Report Include Payer Details or Search Case Connections from Rolodex

Right now, the "Primary Purchaser" or other options from Family & Friends or using CLAIMCHECK are the only way to populate more in reports for payment details. Often, I'm trying to secondarily reconcile payments received at the end of the mont...
Toria Tomlinson about 1 month ago in Case Management / Accounting 0 Gathering interest