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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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Copy Single or Multiple Family & Friends

A customer requested the ability to copy Family & Friends (single or multiple) from an existing case to another. This would be for all case types.
Erin Merriott over 2 years ago in Case Management / Family & Friends 0 Shipped

Custom Fields per Page

Customers would like to see custom fields per page rather than all on one separate page. The current setup leaves a lot of opportunity to miss entering important information since they must visit a complete different page. It would be ideal for cu...
Erin Merriott over 2 years ago in Case Management / Data Entry 0 Shipped

Allow Admins to Delete Comments from any User

People marked admins in the system should have complete control of the information that is within the system. If an employee puts information into a case that needs to be deleted or moved an admin should be able to accomplish that task without coo...
Cailen Franze over 1 year ago in Case Management / Admin 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 over 4 years ago in Case Management / Accounting 0 Shipped

Keeping notes formatted the way I typed them

When I type out a note I typically enter down to created a new paragraph when beginning a new thought or subject within the same note. However, when I hit submit it lumps it all into one huge paragraph which makes it difficult to pick apart the di...
Guest over 1 year ago in Case Management / Notes 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 over 3 years ago in Case Management / Data Entry 3 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 almost 2 years ago in Case Management / Notes 0 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 almost 4 years ago in Case Management / Reports & Dashboards 0 Shipped

Relationships

I would like to see Child added to the dropdown when selecting Relationship
karen holte almost 2 years ago in Passare API 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 about 4 years ago in Case Management / Case Identifier 0 Shipped