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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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Case Management

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Default Veteran Yes/No Field to Blank

Users would like Veteran Yes/No radio button field (Vital Stats page) to be defaulted to blank, instead of 'No'. This should be upon creation for all case types, and includes cases brought over by FDLIC integration, as this can cause confusion sin...
Jessie Goggans over 3 years ago in Case Management / Data Entry 3 Shipped

Tagging Self on Internal Note

Could there be a way to tag oneself on an internal note this way a notification can be sent to creator of note instantly.
Guest over 1 year ago in Case Management / Notes 0 Shipped

Florida State Reporting

Florida requires every firm to submit two reports each month to the State. They are the Monthly Report of Bodies Handled and the Cinerator Report. *Both Attached Currently Passare cannot create these reports due to the date they need to be filtere...
Julie Hofmann almost 4 years ago in Case Management / Reports & Dashboards 0 Shipped

Allow for Multiple 'Auto-incrementing Numerical Sequence' Case Identifier Segments within a Template

User Story When creating a Case Identifier Template, I want to keep count of how many cases I've created during the current year, as well as the number of cases that I've created since the beginning of time, within the template. I have the ability...
Daniell Jara about 4 years ago in Case Management / Case Identifier 0 Shipped

Check Writing - Vendor

As we rollout Check Writing with Vertin, they will rely soley on the Rolodex to populate checks to ensure the the acocunting exports to Great Plains have all of the info needed such as the Tax ID to properly populate EOY documents such as 1099s. C...
Erin Merriott about 4 years ago in Case Management / Check Writing 0 Shipped

Remove Contact Type from Rolodex DocX Tags

User Story Currently, the Contact Type of certain rolodex items, Organization and Business, appear in the DocX output, which isn't needed. For example, if you have a rolodex entry of 'St. Timothy's Episcopal Church,' the output will be 'St. Timoth...
Nick Tunheim over 4 years ago in Case Management / Documents 0 Shipped

Aged Days Column to Stop Counting After Zero Balance

Aged Days User Report Column currently counts by Dynamic Filtering date and stops at report ran date, regardless of the contract balance. This incorrectly calculates zero balance cases and how quickly the contract was closed out. This column can b...
Jessie Goggans over 4 years ago in Case Management / User Report 0 Shipped

Improve G&S Drop-down Load Times

User Story The G&S drown down spins for an excessive amount of time when searching in the search bar. We are seeing this during the implementation review process when bringing on new funeral homes.
Guest over 4 years ago in Case Management / Goods & Services / Search 0 Shipped

Ability to bookmark a case from any screen

User Story: I would like the ability to bookmark a case from any screen. Specifications: -Add the bookmark icon to left of the Decedent's name in the Case Menu. (See Mockup 1) -Bookmark icon will have the same functionality as the bookmark functio...
Product Team almost 5 years ago in Case Management 0 Shipped

Add 'Service Date' Columns to Family & Friends User Reports

IDEA SUMMARY I would like to create Family & Friends User Reports that include the 'Service Date - First' column, along with all other service dates available in the other report types. FUNCTIONAL SPECIFICATIONS For 'Family & Friends' User...
Matthew Morian almost 5 years ago in Case Management / User Report 0 Shipped