Pinned ideas

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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Showing 652

1 VOTE

Adding NOK emails to be pulled on reports.

I had a customer request the ability to pull the NOK emails from Family & Friends for reporting purposes. She said that the FH uses those emails to do a email blast, and would awesome to get those emails from a report. The only thing I see cur...

Guest almost 4 years ago in Case Management / User Report 1 Already exists

1 VOTE

Date Requested in Check Icon Details

Customer would like to see the date/time the check was requested in the check icon on the Goods & Services page.

Erin Merriott almost 4 years ago in Case Management / Check Writing 1 New

1 VOTE

Ability to Filter Checks User Report by Account Code

Needing the ability to filter any checks user report by account codes. Also needing column options available in normal user reports for checks user reports.

Erin Merriott almost 4 years ago in Case Management / Reports & Dashboards 1 New

1 VOTE

alerts

It would be great if we would be alerted if a change had been made to a case.

Guest almost 4 years ago in Planning Center 1 Already exists

1 VOTE

Move cases from one location to another

Currently if a preneed case is listed under a branch we are unable to move it to another branch where the family will actually be served. This means that all of the pertinent information has to be double entered (which is a huge waste of time sinc...

Guest almost 4 years ago in Case Management / Admin 0 Already exists

1 VOTE

Care Center-Cremation Tracking

User Story Kelsey, We are in desperate need of changing how we track urns after cremation. I have been looking at the cremation tracking section on Passare, but feel it needs to be revamped before we can jump over to it. The following requests wil...

Guest about 4 years ago in Case Management / Care Center 0 New

1 VOTE

Add Case Identifier to Cash Sale contract template for ease of reference

A while ago, yall began adding Case Numbers to At need contracts can you do the same on Cash Sale? It would help tremendously as we reference payments to our contract numbers thanks! Veronica

Guest about 4 years ago in Case Management / Case Identifier 1 Already exists

1 VOTE

Remove the zipcode 55083 for Stillwater MN, it is no longer a zip and there are no residence there.

When I looked it up here is what I found and it says zero residents and we have never used this zipcode since I have been here almost 8 years. I think it is safe to delete it. https://www.zip-codes.com/zip-code/55083/zip-code-55083.asp Thanks Jason

Julie Hofmann about 4 years ago in Case Management / Data Entry 0 Not being considered

1 VOTE

Help me

No description provided

Guest about 4 years ago in Mobile 0 Not being considered

1 VOTE

Include current balance when using the batch payment feature

The batch payment process is excellent and saves time when there are a lot of payments to enter, it can be very helpful to not type in and click into each seprate case, HOWEVER, it somewhat defeats the purpose, because I find myself searching each...

Guest about 4 years ago in Passare API 0 Not being considered

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