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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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Ability to Export by Batch Payment Number

Sam Houston Funeral Home would like the ability to export a batch payments accounting export by the Batch Number. Currently you have to pick a date range or a specific case to do the export and it would be easier for them if they could do this bas...
Julie Hofmann about 3 years ago in Case Management / Accounting 1 Planned

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 over 4 years ago in Case Management / Case Identifier 1 New

Zip Code after street address

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

Death certificate tracking

it would be nice if there was an easier way of tracking status of a death certificate. I understand you could use checklist, but if there was a dashboard where you can see all your current cases and a specific dash board status. For example, in yo...
Matt Murphy over 1 year ago in Case Management / Checklist 0 Future consideration

Checking for Informant Duplicates

Having the option to check for informant duplicates to ensure that the informant is not getting sent info twice from billing, etc.
Guest over 1 year ago in Case Management / Case 1 Future consideration

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 over 4 years ago in Case Management / Rolodex 0 Planned

Scheduling Price List Changes - Cost

Need the ability to be able to schedule cost updates in the price list just like we are currently able to schedule changes for the retail price.
Kelsey Swearingen about 3 years ago in Case Management / Price List 0 Planned

Add a generic "insurance info" tab

Please create a screen for data entry specifically pertinent to insurance policies. It would be very helpful to be able to have everything in one place so at a glance, you could see who holds the policy, the policy number, death benefit, a checkbo...
Guest over 1 year ago in Case Management / Data Entry 0 Planned

Removal From State disposition option

Please create a "removal from state" disposition option.
Guest over 1 year ago in Case Management / Data Entry 0 Future consideration

Global Forms Organization

While this pertains to the build process, I think it has benefits beyond that. Essentially, I think that each global forms needs to have it's own folder/section to help navigate through, rather than having to type out the form name, title, etc. So...
Guest over 1 year ago in Passare API 0 Not being considered