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...
Needing the ability to filter dashboards off of Invoice Signing - First, Invoice Signing - Last, and Invoice Signing - Any like we can in user reports.
Add Contract Date as a filterable date option for Survey system report
Some customers would like to filter their Survey report by the Contract Date. Please add this date to the dropdown list when building the Survey report.
Add Variations of 'Case Assigned To' Fields in User Reports and Case Listing Widget
User Story We are using Passare to track our Pre-Need contracts. We wanted to create an Aftercare report that showed both the Funeral Director who served the family At-Need and the AP Counselor. I was told that these are currently the same field a...
User Story Users are wanting consistent sorting of documents from the Batch Forms feature. At one point, it used to be alpha by branch and then alpha by decedent last name within the branch. However, that is not the order now and appears to be ran...
USER STORY From the Dashboard's Case Listing widget, I'd like to be able to see what the case's contract date is, without going into the case. FUNCTIONAL SPECIFICATIONS On the On the Case Listing Widget Settings, add a new column titled 'Contract ...
User Story On the F&F page, the column title "Relationship to Decedent" is wrapping when there are several role badges. We should correct the wrapping and also consider changing the title to "Relationship" since it's probably a given that it i...
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