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...
Make it easier to enter multiple cash advance items rather than one at a time.
It would be great if it could be made easier to enter multiple cash advance items rather than one at a time. Like highlight four or five and hit select rather than clicking in one at a time
Product Team
almost 5 years ago
in Case Management
1
Not being considered
As our urn prices are rising quickly, I'm needing to update the prices more often, and have looked for some more reasonable suppliers. Which is a whole job in-and-of-itself. But then I have to go into Passare and update the prices there. Which is ...
Blank Form Mapping To Default to Blank Instead of No
Whenever you are mapping a form there is no way to have it default to a blank spot for a Yes or No answer. For example if I wanted an area to be blank but still have the mapping for when the data is marked as yes/no it will automatically put in a No.
Populate case info on Cash cases from At Need cases
When I enter a new cash sale from a family that we already served, it would be helpful and time saving if the address info populated when you start to enter the name info
There are some reports that I would find really useful that don't exist--or at least I don't think they exist. Basically, I want to know what our most popular caskets have been over the last 2 years. But all I can get is a list of ALL of the merch...
Disposition page: Add space to enter grave location GPS coordinates with lot description.
We often don't have access to lot description in our various private cemeteries, but we make note of their GPS coordinates on every grave for future reference.
Joseph Schuller
over 2 years ago
in Case Management / Case
0
Future consideration
0
Future consideration
0
Future consideration
