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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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Add 'Copy From' Button on Vital Stats Page for Decedent Address

Kelly from Yates Funeral Home would like this idea, I have heard this idea from several others as well. First Call- they have to reenter caller info which is usually next of kin. want an address copy button for the vital statistics and family and ...
Guest over 4 years ago in Case Management 0 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 about 1 year ago in Case Management / Notes 0 Shipped

Add Client Service Type as a General Accounting Column Option

User Story In working through the final stages of the Great Plains integration with Legacy, we have determined an additional column is needed for the General Accounting exports in order to support their reporting needs out of Great Plains. Please ...
Nick Tunheim almost 4 years ago in Case Management / Accounting 0 Shipped

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 almost 3 years ago in Case Management / Data Entry 3 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 over 3 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 over 3 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 over 3 years ago in Case Management / Check Writing 0 Shipped

Add the Obituary photo to the cases files

Whether the family or the funeral homes uploads an obituary photo, it would be nice to see this file in the case files section. Currently it can only be found on the obituary page
Kelly Gilgenbach almost 4 years ago in Planning Center 1 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 almost 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 about 4 years ago in Case Management / User Report 0 Shipped