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...
I was speaking with a funeral director from Vertin, and she was wanting to run a report for the DOB & DOD anniversaries of decedents. However, we're unable to filter by date of birth. She said this filter option would make it easier to run som...
Add marital status option for "Common Law" and relationship of "Common Law Spouse"
Some states and countries recognize Common Law marriage as an official marital status. This varies from Civil Union. This needs to be an additional option both for marital status and as a relationship
In the care center under cremation>deliver to crematory, can there be an "other" option so users can manually type in this field? The other sections allow for this.
It would be helpful to tag the hairdresser in the appearance section of the care center. This would send our hairdresser a notification so she knows what was discussed.
Instead of searching for help or emailing support when there is an issue, chat bot or live person to chat with would be very helpful. This was used with another platform and was convenient.
In the event of adding multiple disposition details, it could be helpful to have both disposition locations listed (Addresses). Recently had a case where there was a cremation and both a burial of cremated remains and the address of the cemetery w...
Limit users to mobile only access for tracking users
For funeral homes that have staff that solely do removals or transfers, we would like to limit the role to only be able to access the mobile app and not be able to log in or view the desktop app in any way. This is to prevent users from logging in...
Currently if using full Passare on a Mobile Browser (not the mobile app), if you leave the browser to do something else, it logs the user out immediately. This is very frustrating. Many times you may need to leave the browser to look at another do...
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Future consideration
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Planned
