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Status Planned
Workspace Case Management
Categories Calendar
Created by Elizabeth Reed
Created on Aug 28, 2020

RELATED IDEAS

System Calendar improvements

How about different colors in the System Calendar, depending on the event or different color depending on the funeral home branch, like the common Outlook or Google calendar allows you to do. Helps them stand out better for company preferences. Admin could select preferences

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  • Guest
    Reply
    |     Jul 23, 2023

    Sounds great


  • Guest
    Reply
    |     Dec 2, 2022

    I would also love to see the past dates greyed out (not just the number - the whole day) so I can easily focus on the current day and days ahead.

  • John Glueckert
    Reply
    |     Aug 30, 2022

    On "Arrangement Meeting" appointments exported to an Outlook calendar include the name of the deceased.

  • Brian Torres
    Reply
    |     Mar 29, 2022


    Guest commented29 Mar 06:30pm

    yes needs to be available and able to make their own choice of colors

  • Brian Torres
    Reply
    |     Mar 29, 2022

    yes needs to be available and able to make their own choice of colors

3 MERGED

Add Calendar to whiteboard

Merged
Easier to see the overall schedule when the whiteboards also has the calendar. Also be able to see on the dashboard calendar in different views, ie month at a time.
Guest about 4 years ago in Case Management / Reports & Dashboards 1 Planned
1 MERGED

Color code funeral option events

Merged
No description provided
Donna Stone over 3 years ago in Case Management / Calendar 0 Planned
5 MERGED

Group Calendar Events by Case

Merged
In the calendar mode on the desktop of Passare, is there a way to make it put multiple events for one case right next to each other. For example, on Friday, August 14: John Smith has a visitation from 10-11AM, service at 11AM, burial at Noon. Curr...
Jessie Goggans over 3 years ago in Case Management / Calendar 1 Planned
11 MERGED

Show end times on calendar events

Merged
We would like the end time to show on events on the System Calendar. Especially for Calling Hours, we need end times to show on events on the calendar. We need an option to show end time or not show, or just have it there for everything.
Julie Hofmann over 3 years ago in Case Management / Calendar 1 Planned
5 MERGED

Be able to print calendar off as a calendar not PDF

Merged
It would be nice for funeral homes to be able to print off the calendar in a calendar view and not as a PDF. Currently PDF is the only way to print/download.
Reagan Biggs over 3 years ago in Case Management 0 Planned
3 MERGED

Filter Calendar Events for Export

Merged
I would like the ability to filter which items to export from the Passare calendar to my personal calendar. For example, export all events where I am assigned FD, within a date range, by case, etc. This will be especially useful for those working ...
Guest over 3 years ago in Case Management / Calendar 0 Planned
3 MERGED

See Arrangement info in Calendar

Merged
When you open integrate Passare calendars with Outlook, it would be so wonderful if the same info appeared for Arrangement Meetings as it does for other case occurrences. Currently the Arrangement Meetings only list the time, not the Funeral Direc...
Lizz Gasbarro over 3 years ago in Case Management / Calendar 0 Planned
1 MERGED

Weekly View

Merged
On the Dashboard, there should be a Weekly or Monthly Calendar view showing currently scheduled, funeral services, viewings, and appointments with families. Color coded to easily see what times are available for funeral services and arrangement co...
Guest over 3 years ago in Case Management / Widget 0 Planned
6 MERGED

Adding a range of non case related dates on the calendar

Merged
If a staff member is on vacation or is out for a period of time. It would be more effecient to be able to apply a date range for a non case related event.
Guest almost 3 years ago in Case Management / Calendar 1 Planned
1 MERGED

whole or by the week calendar on My Dashboard

Merged
It would be very helpful to have an "at a glance" type of calendar that pops up on the dashboard first. Currently, we do not even reference the calendar for the day.
Guest about 3 years ago in Case Management 0 Planned
1 MERGED

Add another color to the calendar that designates arrangements and separates/identifies them from scheduled visitations and services

Merged
All FDs and teams that schedule visitations and services would benefit. As would admins. that use the calendar to quickly gather visitation and service information and provide it to family, friends and others who call the funeral homes to obtain t...
Guest over 2 years ago in Case Management / Data Entry 0 Planned
6 MERGED

Print Calendar View - Traditional Calendar

Merged
Is there a way to print the Calendar view that is NOT in list form? I would like to be able to provide the team with a calendar in the traditional view.
Guest over 2 years ago in Case Management 3 Planned
1 MERGED

I would like to see an option for recurring events.

Merged
Our team has weekly and monthly meetings, and our local towns have monthly Chamber meetings. It would be nice to offer this as an option so that recurring events don't need to be keyed in each week / month.
Heather Dahlke over 1 year ago in Case Management / Calendar 0 Planned
1 MERGED

It would be nice to be able to add an event that was every week without having to enter on each day.

Merged
No description provided
Guest about 3 years ago in Case Management 0 Planned
1 MERGED

New Calendar Widget

Merged
Customer requested the ability to have the new system calendar as a widget or the setting to see a week on the old existing schedule widget.
Erin Merriott over 2 years ago in Case Management / Widget 0 Planned
2 MERGED

Additional Details for Calendar

Merged
If you click on an event or meeting in the calendar, the summary of info comes up. That summary needs more info. It should contain the name of the person who is meeting with the family for arrangement meetings and the funeral director for services...
Erin Merriott over 2 years ago in Case Management / Calendar 1 Planned
4 MERGED

Calendar

Merged
I would like to have a Calendar that allows us me to manually enter service information on the Calendar without the restriction of pulldown options. Example (10:00 AM Mass, FULL NAME OF DECEASED, Prayers 9:15 AM – funeral home name to church name ...
Guest almost 2 years ago in Case Management 0 Planned
1 MERGED

Hopefully easy calander update

Merged
There are a few things that I think could easily be updated that would help make the calandar feature even more useful. On my dashboard, there's a widget where I can see the day's schedule...but can we get options for seeing the week/month as well...
Holly Stammis over 1 year ago in Case Management / Calendar 0 Planned
1 MERGED

Add Name to Calendar appointments

Merged
It's important to know the name of the family that is coming in for an appt that was put on the calendar.
Guest over 1 year ago in Case Management / Calendar 0 Planned