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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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Beta app: Ability to configure and save a case listing view.

I would like the ability to configure and save my case listing view.
Guest over 2 years ago in Mobile 0 Future consideration

Beta app: Ability to see service details

I would like to see service details in the new app (date, time, place of funeral and visitation).
Guest over 2 years ago in Mobile 0 Future consideration

Fee requirements for cemeteries

Adding a place in the rolodex for cemeteries that require certain fees. Then when said cemetery is chosen on the disposition page it would pop up a field showing the fee required. This would "remind" the director to add to the contract.
Guest over 2 years ago in Case Management / Rolodex 1 Future consideration

Custom Fields: Add type to include Family and Friends

On many of the edit dialog screens (e.g., Family member edit), for the lower fields, like Phone and Email, the dialog box does not auto-adjust for the phone's on-screen keyboard. Therefore, the cursor is hidden under the keyboard and you can't see...
Guest over 2 years ago in Mobile 0 Planned

Include "Lock" for Any Changes on Goods & Services on Case Status Feature

Admins need to be able to allow users to continue entering/updating Payments & Adjustments but need to prevent changes (adding or deleting items) on the Goods & Services page. Currently, the "Lock Financials" setting on the Case Status set...
Kaylan Johnson over 2 years ago in Passare API 1 Future consideration

Refunds and Check Writing

Customer requested when you create a refund in a case on the payments & adjustments page, it should create a check in check writing. The current process is double entry.
Erin Merriott over 2 years ago in Case Management / Check Writing 1 Future consideration

Sort Batch Forms by trade business

It would be helpful to sort or group batch forms by the trade business. This would make invoicing significantly easier
Madison Hicks over 1 year ago in Case Management / Batch Forms 0 Planned

I need a column for PreNeed Payments in User Reports

For Keyser Funeral Home, User Reports, when you choose "Rows Show Results For - PreNeed Payments & Adjustments" it does not pull the information from the Payments & Adjustments page on the PreNeed side, it still pulls the AtNeed informatio...
Julie Hofmann over 1 year ago in Case Management / User Report 0 Planned

Ampersand and disposition information not syncing with Frazer

I was speaking with Bradshaw at Bradshaw FH, and he noticed that when he uses an ampersand in the obituary, it won't sync to their website. Instead, it brings over coding. Additionally, it appears as though the information on the disposition page ...
Tarrence Price over 1 year ago in Passare API 0 Planned

Saved Configuration names showing when reports/batch forms are ran

Funeral Homes will often create saved configurations that filter specific branches/case tags/trade businesses and then run them all back to back. I would like to see in my download center the name of the saved configuration instead of the name of ...
Madison Hicks over 1 year ago in Case Management / Reports & Dashboards 0 Planned