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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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Adding Date to Line Items on Goods and Services

It would be a lot easier to add the line item addition date to the goods and services pages rather than having to pull the reports just to simply find a date.
Guest about 2 years ago in Case Management / Goods & Services 0 Future consideration

Check Request Company Override Options

Would be nice if there was an option under Organization Options for Check Writing for a company to permit or not permit a check request prior to Signing. We're using the Signing button to designate if a family has been Invoiced because there is no...
Elizabeth Reed about 4 years ago in Case Management / Accounting 0 New

Inventory Management

For inventory Allow company to select a default location but allow to change, when adding inventory the qty should be 1 by default not 0 but can be increased if needed, allow to override date field by typing especially when having to back date fur...
Elizabeth Reed about 4 years ago in Case Management / Inventory 0 Future consideration

allow multiple selections for military branches

We have several people in our area that have served in multiple branches but only 1 can be selected.
Guest about 4 years ago in Case Management 0 Planned

Ability to run batch trade invoice for more than 1 trade business at a time.

Currently you can only run a batch trade invoice for 1 trade business at a time. Customers would like to be able to indicate all the trade businesses they need invoices for at once. I know we can't run them in a single batch since the trade busine...
Erin Merriott about 4 years ago in Case Management / Batch Forms 0 New

Default Disposition per Branch

Customer would like to be able to default a disposition per branch like we can for case type per branch. Her example was that the crematory and pet branch disposition will always be cremation (for them).
Erin Merriott about 2 years ago in Case Management / Case 0 Future consideration

Automatically log user, date and time a form is printed.

Passare already automatically tracks contract changes as well as the user, date and time an item is checked off on checklists -- for cases with many hands involved, it would be incredibly beneficial to see if, say, a flag request form had been pri...
Joe Laedtke about 2 years ago in Case Management / Documents 1 Future consideration

Beta app: Ability to see more information on the Manage page

I would like the ability to see more information on the Manage page, like the funeral director's initials, and NoK name, phone, and email.
Guest about 2 years ago in Mobile 0 Future consideration

Beta app: Ability to see/take action on the disposition location's contact information

I would like the ability to see the contact information for the disposition location and interact with it (tap to call, tap to email).
Guest about 2 years ago in Mobile 0 Future consideration

Canada firm rolodex entries don't default to Canadian fields (province/postal code)

When creating a new rolodex entry through a case in a Canadian firm, Canada is the default country but it shows county, state, zip fields. If you switch it off Canada to a different country and back to Canada, it show correct fields (province &...
Madison Hicks about 2 years ago in Case Management / Rolodex 0 Planned