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...
Add a field to assign a user to the new prep due dates
Could we please add a field to assign a user to the new prep due dates. This would help with scheduling and whiteboards for multiple funeral homes. Use case; Bob is doing the prep for ID view, Joni is doing the hair and make-up, but then Suzie is ...
Add comments on notes to notes output in reporting
Currently if you pull notes in a report, the notes do not include comments made on the note. Could we add the comments and who made them with the dates on all notes columns in user reporting?
As a user, it would be nice to be able to add a note under any specific item of the goods & services contract that would be visible to the family. (i.e. discounted, adjusted, etc. for that specific item) Otherwise, we have to put in a discreti...
When running the survey report, the report can only be grouped by one option. Could there be a feature to group by multiple options, such as grouping by both Client Service Type and Branch. A Direct quote from Caldwell Parrish, "Is it possible to ...
Jeremey Heath with Heath Funeral Home has asked if we were able to have a 'dark mode' of Passare. He has mentioned on several occasions that he struggles to see/navigate his webpage.. even after he has adjusted his brightness and monitor settings.
Connelly McKinley needs the ability to sort the permit number column on the dashboard by ascending or descending order. They use this to see what the next cremation number needs to be. This sort would be similar to case id or date of death sorting.
Add city, state next to rolodex entries in dropdowns for venues
There are often multiple rolodex entries for places with the same name (there are 6 DIFFERENT St. Mary's Churches in the areas surrounding Cleveland) when scheduling a service and choosing a venue, it would be nice to see the city, state in the dr...
Please add "Domestic Partner" as a relationship when entering a family and friend. This is not the same as Common Law or Common Law Spouse. This idea is already planned, please add Domestic Partner as well.
