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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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Add "Domestic Partner" as a Relationship

Please add "Domestic Partner" as a relationship when entering a family and friend. This is not the same as Common Law or Common Law Spouse. This idea is already planned, please add Domestic Partner as well.
Guest about 22 hours ago in Case Management / Family & Friends 0 New

Allow Planning Center (Messaging) to be availble for Pre-need Cases.

The Planning Center "Messages" section allow for families to keep all correspondence centrally-located (in the Planning Center), avoid separate, external emails for correspondence. Presently, Messages are not able to be exchanged in a Pre-need cas...
Erik Huehns 3 days ago in Planning Center 0 New

Allow the Itemized Funeral Invoice to be viewable in App.

Many times families will call or follow-up with a clarification after a funeral service to inquire or clarify about an amount or title of fee listed, and if the Itemized Funeral Invoice/Statment of Goods and Services could be available in the mobi...
Erik Huehns 3 days ago in Mobile 0 New

Schedule Pricing & Cost Visible other than within the item's details

You can schedule future pricing and cost but you can not see it anywhere else other than in the item details page. I had a funeral director bring this up and he would like to see if on the CSV we could include a column for this. Because there is n...
Adrain Valerio 3 days ago in Case Management / Price List 0 New

Document Mappings - Service Info by Event Type

When mapping Event/Service Information to forms, there are currently so many different mappings that are named slightly inconsistently, that it's difficult to know what to select or search for, and some options aren't even available for every serv...
Guest 15 days ago in Case Management / Documents 0 Gathering interest

Make Files and Photos Availble in Mobile App

Our funeral home staff is relatively newer to Passare (within) the last couple of months, but we did have a previous funeral home management software provider, prior. In the mobile app, you're able to view some statistical details and have message...
Erik Huehns 11 days ago in Mobile 0 Gathering interest

Rolodex share contact

In many cases funeral directors or office staff have to access multiple locations, it would be convenient to access rolodex contacts that are shared between all the locations without creating another contact of the same person/church/cemetery in t...
Guest 11 days ago in Case Management / Rolodex 0 New

Ability To Resend Multiple Forms At Once

When sending forms for signature in eSignatures, there is the ability to choose more than one form to prepare and send at one time. If the email needs to be resent to those signers to sign those forms, as it is, only one document can be resent at ...
Jennifer Jenson 12 days ago in Planning Center 0 Gathering interest

In Arrangement tab NOTHING SHOULD BE MANDATORY

you might not know all the info when starting the page. and its a real pain
Matt Murphy 12 days ago in Case Management / Appointments 0 Gathering interest

Alert Preferences for Checklist/Task Notifications

A funeral director brought up that they receive email notifications when anyone edits or completes a task in a checklist. He is the owner of the task but does not want to receive email notifications of this. There is no current setting that we are...
Jennifer Jenson 2 months ago in Case Management / Checklist 0 Future consideration