đź’ˇ Share your Ideas!
ADD A NEW IDEA

Pinned ideas

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...
Share feedback 0

Case Management

Showing 18

son/daughter spouse included in AI Obit along with place they live. Ex Jimmy (Beth) Rose, Miami, Florida

No description provided
Joe Egner 1 day ago in Case Management / Obituary 0 New

Tagging Hairdresser

It would be helpful to tag the hairdresser in the appearance section of the care center. This would send our hairdresser a notification so she knows what was discussed.
Guest 1 day ago in Case Management / Care Center 0 New

Default select the Payer in the email receipt field

typically, the receipt will need to be emailed to the payer on the transaction. When the Payer is selected, ideally, it would default to putting their name in the "email receipt" field to avoid having to choose the payer and then search again for ...
Madison Hicks 1 day ago in Case Management / Payments & Adjustments 0 New

Schedule Price List Disclosure Dates

Please create a functionality to allow scheduling of effective dates for price lists, so that form disclosures may be updated automatically. Since we are now able to schedule in the prices themselves, adding in the effective dates would make it so...
Guest over 1 year ago in Case Management / Price List 0 New

Date Requested in Check Icon Details

Customer would like to see the date/time the check was requested in the check icon on the Goods & Services page.
Erin Merriott over 3 years ago in Case Management / Check Writing 1 New

Ability to Filter Checks User Report by Account Code

Needing the ability to filter any checks user report by account codes. Also needing column options available in normal user reports for checks user reports.
Erin Merriott over 3 years ago in Case Management / Reports & Dashboards 1 New

Care Center-Cremation Tracking

User Story Kelsey, We are in desperate need of changing how we track urns after cremation. I have been looking at the cremation tracking section on Passare, but feel it needs to be revamped before we can jump over to it. The following requests wil...
Guest over 3 years ago in Case Management / Care Center 0 New

Check Request Company Override Options

Would be nice if there was an option under Organization Options for Check Writing for a company to permit or not permit a check request prior to Signing. We're using the Signing button to designate if a family has been Invoiced because there is no...
Elizabeth Reed over 3 years ago in Case Management / Accounting 0 New

Ability to run batch trade invoice for more than 1 trade business at a time.

Currently you can only run a batch trade invoice for 1 trade business at a time. Customers would like to be able to indicate all the trade businesses they need invoices for at once. I know we can't run them in a single batch since the trade busine...
Erin Merriott over 3 years ago in Case Management / Batch Forms 0 New

Ability to add different merchandise etc. to the Inventory Management Secetion

It would be great to see "Our Cost" & "Customer Cost". Whether the Merchandise is on display (with the #) and how many in storage and the total number. Also the ability to add other merchandise on "our end" to add to the list .
Guest almost 4 years ago in Case Management / Inventory 1 New