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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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Sort Custom Fields when they are added as columns on a Case Listings Dashboard

This used to be a feature where we could sort (A-Z or Z-A) Custom Fields Columns in a Case Listing Dashboard. This feature was extremely helpful in organization of our active cases on a more granular level than permitted by the fields available wi...
Cailen Franze over 2 years ago in Case Management / Reports & Dashboards 0 Shipped

Columns Needed in User Reports When Using "Rows show results for" = Contract Items

Need the following Available Report Information (columns) added when "Contract Items" is selected for the "Rows show results for" in User Reports: All Contract Balance, Sub Total, and Total columns Decedent Basic columns (i.e. Client/Decedent Age,...
Kaylan Johnson almost 3 years ago in Passare API 0 Shipped

Base Accounting Reports on Transaction IDs Instead of Transaction Names

Currently, users are able to edit Transaction names under Admin > Accounting (Financial Accounts page) in the Transaction list. For example, "Refunds" to "REFUND." Result: Any transactions using the prior name(s) (i.e., "Refunds") on the Paymen...
Kaylan Johnson about 3 years ago in Passare API 0 Shipped

Reports- Add a way to run Next of kins email

Add a way to run a report for Next of Kins email
Matt Murphy about 3 years ago in Case Management / Reports & Dashboards 0 Shipped

a way to "download all" on files uploaded by the family

I have been having issues with sending tukios upload link, and the family being confused and adding all of the photos to the planning center instead.
Guest over 3 years ago in Planning Center 0 Shipped

Solution For Auto-Incrementing Receipt Number Errors

User Story: Funeral Homes that are using the Auto-Incrementing Receipt Number feature (under Other Options) will encounter error messages not allowing them to enter a payment in a case if someone else is entering a payment at the same time because...
Kaylan Johnson almost 4 years ago in Case Management / Payments & Adjustments 0 Shipped

Editing Sign Date via Pencil Icon

If you try to sign for an inventory item on the Goods & Services page with a date prior to when it was added, you get an error that it is not allowed. However, if you sign with a date after the inventory was added and then click the pencil ico...
Erin Merriott almost 4 years ago in Case Management / Goods & Services 0 Shipped

Custom Field Case Type Tab Default

If a case has PN custom fields and the case is converted to an AN, the custom fields tab defaults to PN when it should default to the highest case type (AN).
Erin Merriott about 4 years ago in Case Management / Case 0 Shipped

Lock Headings in dashboard

It would be nice if you have a list of more than one or two cases, if the headings of the dashboard would remain at the top like you can a spreadsheet so you are reminded what the column is named and where you need to look as you scroll down. I of...
Elizabeth Reed about 4 years ago in Case Management / Reports & Dashboards 0 Shipped

Show Payee for Check on Accounts Page

User Story On the Accounts feature, I'd like to see who the payee of the check was under the 'Related to Rolodex Item' column name. Otherwise, I have to go back to the Check Writing page to see who the payee was. Requirements On the Accounts featu...
Daniell Jara about 4 years ago in Case Management 0 Shipped