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Status Planned
Workspace Case Management
Categories Files
Created by Jill Materia
Created on Jan 11, 2023

RELATED IDEAS

Ability to Preview Case Files

It would be very valuable to be able to Preview Case Files within Passare. Because the system allows files to be uploaded multiple times, it's difficult to decide what to keep and what should be discarded. Rather than opening each file individually, a preview would simply this process.

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    • Angela Anello
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      |       Nov 16, 2024

      The ability to preview the case files uploaded would be super helpful! I worked at a funeral home that used a different software and did have that ability and it was great. Sometimes we just want a little preview to see something specific and we have to download it, go to the downloads folder and then open it. Would be must easier and faster to just see a preview and only download when needed.

    1 MERGED

    Show thumbnails for added family photos in case files

    When grieving families upload dozens of photos, but want to use one specific one for the obit, ilf would make the process of finding the photo quicker. WE have to open each one individually, using valuable time.
    Guest over 1 year ago in Case Management / Family & Friends 0 Planned