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...
This will be helpful to directors so they don't forget to add disclosures to each contract and risk potential fines. It seems to be a simple concept. As embalming is selected in the contract it triggers the embalming disclosure to be added to the ...
In the care center under cremation>deliver to crematory, can there be an "other" option so users can manually type in this field? The other sections allow for this.
Care Center Merchandise does not show the full name
On the Merchandise page, the items added (caskets, urns, vaults, memorial merch) from the g&s page are in a greyed-out box that does not allow you to see the full name. Even when hovering the full name of the item will not appear.
Chesnut Funeral Home mentioned when the funeral directors are signing a form for eSignature having an option for the funeral director to draw their signature like the family could be helpful.
We have several people that work in more than one company in Passare. It would be so helpful if we could customize the background colors (the blue) in the companies to differentiate them at a glance. We frequently have cases created in the wrong c...
Lizz Gasbarro
11 months ago
in Passare API
0
Not being considered
The ability to attach a document to a rolodex entry. We have many churches and cemeteries that have policies and fee schedules that would be helpful to have right in the rolodex.
Ability to capture the bank name when adding a check payment
We would like the ability to add the bank name in Payment and Adjustments when a family pays by check. This would allow us to put the bank name and check number on our final invoice.
Limit users to mobile only access for tracking users
For funeral homes that have staff that solely do removals or transfers, we would like to limit the role to only be able to access the mobile app and not be able to log in or view the desktop app in any way. This is to prevent users from logging in...
Madison Hicks
about 1 month ago
in Mobile
0
Planned