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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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Returning Back to Page You Were On

When adding and editing price list items, upon going back to the main page, it takes you back to the very beginning, rather than being taken back to the last page you were on. For example, if you are on page 5 of a price list, when you return from...
Guest about 2 years ago in Passare API 0 Future consideration

Batch Deposit

When preparing and selecting for Batch Deposits allow an additional sort by Payment Type but there are only 2 options it provides for are Insurance or Payments; allow to also pull or separate by any Payment Source Types, Check, Credit Card, Cash, ...
Elizabeth Reed about 4 years ago in Case Management / Batch Deposits 2 Future consideration

There needs to be a spot for "NA" on the parents. The death certificate system has one also. Not everyone knows their parents name. Leslie Buehler is an example on D22-011.

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Guest about 2 years ago in Case Management / Family & Friends 0 Future consideration

Additional column/field needed on Inventory Management & Add Inventory page

I have a few customers who have requested an additional column for retail price on the Inventory Management page. They would also like an additional field on the Add Inventory page that shows the retail price. They stated they have several items w...
Erin Merriott about 4 years ago in Case Management / Inventory 1 Planned

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

Change ability to check whether there is jewelry or pacemaker

Currently, the questions are "Pacemaker removed?" and "Jewelry removed?" There needs to be either an option to ask if there is jewelry or pacemaker and then to ask if removed, or to have a N/A option.
Carol Harley about 2 years ago in Case Management / Care Center 0 Future consideration

Add Services to mobile app

Users would like the option to add/edit/view services in the mobile app. This should mirror functionality in Funeral Options.
Jessie Goggans about 2 years ago in Mobile 1 Future consideration