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...
Expanding Copy Pre-Need Contract, At-Need Drop Down
Some items cannot be fully viewed when utilizing the Copy Pre-Need Contract and selecting items for the At-Need Contract. Can we have a way to expand the dropdown in order to see what the full line item?
Please create a screen for data entry specifically pertinent to insurance policies. It would be very helpful to be able to have everything in one place so at a glance, you could see who holds the policy, the policy number, death benefit, a checkbo...
Payment screen- Payor address Tab stops are out of order
Not a huge problem, but for those of us who are keyboard people and prefer to not use the mouse to activate a field..... When adding a payment, and adding the address details for the payor, the tab stops for the address are not in the correct orde...
Batch Description Column added to the Batch Deposit Export
McLane Funeral home is actively using our Batch Deposit feature, as well as the export. The issue that they have run into is the 'description' column is not a part of our export in Passare. It is also not a field that can be added to a user report...
Would be helpful to move radio button for living/deceased up next to name of family friends when entering data instead of having to drop down to additional information everytime.
Add weight and height to all case types, entry in First Call
When creating a first call, a weight is essential to know the personnel and resources needed for the pickup, regardless if it is a cremation or not. Height would also be helpful as it is a good identifier of the decedent.
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