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...
WePay invoice at end of month not out of transaction amount.
Bank statements don't match deposits on invoice, makes reconciliation / auditing more difficult.
An invoice at the end of the month or an automatic bank transfer would be acceptable.
Allow the program to open to the Vital Stats Tab, last at-need case every time
It would be nice to allow the program to open to the Vital Stats Tab, last at-need case every time without having to tab through all cases, pre-need, and at-need, then selecting a case and beginning at the first call tab. It is a lot of unnecessar...
Product Team
almost 5 years ago
in Case Management
0
Not being considered
More information coming over when a user gets a 500 error
When we get a support ticket for a 500 error, all we get is that there is an error, but unless the user tells us exactly what is going on, we have to inquire from them. If we were to get a diagnostic on what the error was when the ticket came in, ...
Guest
almost 2 years ago
in Passare API
0
Not being considered
Ability to connect searches based on churches and clergy to help recreate checks
I would like the ability to connect searches based on churches and clergy so that I can recreate checks for the people that go to the same church or use the same clergy
Product Team
almost 5 years ago
in Case Management
0
Not being considered
0
Not being considered
0
Not being considered
