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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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Reminder Notifications

It would be useful if the text and email notifications were consistent and show 1. Case #/Name tagged, 2. Title of Reminder, and 3. Notes on the Reminder. Right now a text notification gives time due, case # and name, and the notes of the reminder...
Joanna Gore almost 4 years ago in Case Management / Case 0 Shipped

On Dashboard, when contract total amount or outstanding balance is viewable, when clicked, go directly to that financial page.

Reduces my navigation time. I like when using the universal search, it goes to the same page in the new case. But that only works when you search from a specific case page. This would give you direct access to the financials of the case selected.
Joseph Schuller about 4 years ago in Case Management / Goods & Services 1 Shipped

Collaboration Center Text Invites - Option for Default On/Off

Would like the Collaboration Center text message checkbox to have a settings option to be defaulted on or off. Right now the box is always checked "on", while I prefer to designate who should receive the texts manually. Every family and situation ...
Guest about 4 years ago in Case Management / Family & Friends 5 Shipped

Accounting Lock Date History

Unlocking the Accounting Date and backdating items can be detrimental if the books have already been closed for the month. We need more accountability around this action. Ideally, it would have a history like the signing of the user that locked an...
Kelsey Swearingen almost 4 years ago in Case Management / Goods & Services 0 Shipped

Add Funeral Options Page on Imminent-Need Cases

User Story Imminent Need cases need to have the Funeral Options page available under Arrangement just as Pre-Need and At-Need cases. This is possibly more important on Imminent Need than Pre-Need as the Funeral plans are expected to take place soo...
Kaylan Johnson over 3 years ago in Case Management / Data Entry 2 Shipped

When the decedent's marital status is widowed, automatically mark spouse as deceased

When entering the spouse on the Vital Statistics page there is no radio button to mark the spouse as deceased. The funeral home assumes when they mark the decedent as widowed, their spouse would come over as deceased to the Family & Friends pa...
Kelsey Swearingen over 4 years ago in Case Management / Family & Friends 0 Shipped

Role/Permission for Deleting Case Files

Currently there is nothing from stopping a Passare user from going into a case and deleting a case file. We currently have existing permissions from checklist tasks being deleted as well as internal notes. Marlan Gary has brought this to my intent...
Chloe Jonas over 1 year ago in Case Management / Files 0 Shipped

Dashboard Widget for Check Lists

Within the Dashboards page, I would like to be able to see a Check Lists widget. This will allow me to view the progress of certain tasks for all cases at a quick-glance, without having to run reports or check individual cases) (tab per check list...
Guest over 4 years ago in Case Management / Checklist 0 Shipped

Confirmation Notice (Green Bar)

When an update/change is made a Green bar shows at the bottom of the screen, confirming that update/change. This is great, unless you are updating, creating or changing several things & then a Green bar will show up for each item. This can qui...
Denise Chabarria almost 4 years ago in Case Management / Case 1 Shipped

Custom Fields Per Case Type

Would be beneficial to have custom fields per case type because if I use all 20 of my custom fields for information on a preneed. I no longer have any custom fields I can use for at-needs.
Sierra Chaffin almost 4 years ago in Case Management / Case 0 Shipped