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...
As a user, it would be nice to be able to add a note under any specific item of the goods & services contract that would be visible to the family. (i.e. discounted, adjusted, etc. for that specific item) Otherwise, we have to put in a discreti...
When running the survey report, the report can only be grouped by one option. Could there be a feature to group by multiple options, such as grouping by both Client Service Type and Branch. A Direct quote from Caldwell Parrish, "Is it possible to ...
Digicon has a notes section that funeral homes use to notate pre-need details outside the normal fields. Passare has a notes section. Can the notes entered into the memorial guide be added as case notes in Passare when Cases are pushed to Passare.
Account codes and dates displayed on the Goods & Services screen
Account codes would be very helpful, particularily for cash advances since Vertin Company purchase accounts must off-set the sales account. Very helpful with cash advance accruals. Date are also very helpful so that we can see, at a very quick gla...
Connelly McKinley needs the ability to sort the permit number column on the dashboard by ascending or descending order. They use this to see what the next cremation number needs to be. This sort would be similar to case id or date of death sorting.
middle name on Family & Friends Page being added to the top section
On the Family & Friends page currently you have to click on the additional information to add the middle name of the family member. It would be much more convenient to be able to add the middle name right there when adding the family member fi...
Display Notes from Funeral Options Events on Case Summary/Schedule of Services section, printouts, and Funeral Options event list
Notes made within the Event on the Funeral Options page do not display outside of the widget for the Event. Notes should be displayed on the Funeral Options page list of events, on the printout for that page/section, as well as on the Case Summary...
