On the Profile page, funeral directors can list their license number, state, and date of issue. In the dropdown menu for states, please add Canadian provinces.
Indicator in "Case Information" Sidebar for user account that created the case.
Currently, the only way to see which user created a case is to create a column in the Dashboard -- but if you're viewing a specific case, there's no way to know who created the case. The information is obviously already saved in the case, hopefull...
It would minimize the number of roles we have to create if one user could be assigned more than one role. Example: we have a director who works in our admin department. We would want to assign FD roles as well as Admin. Currently we have to create...
As the bookkeeper, there are only two screens I look at for the most part. I'm either on Goods & Services or Payments. It would be so awesome if we could set a preferred page for Passare to open to on default. There are others who perform spec...
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Future consideration
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Future consideration
