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Add a middle initial cell to the Users screen.

The Funeral director name must match exactly what is listed in EDRS when exporting. If it does not, EDRS will not allow you to sign the case.
Guest 7 days ago in Case Management / User Management 0 Gathering interest

Price List Items Capable of producing a Price List

Once we have entered price list items into Passare I would love the ability to produce a printable price list for us to show clients.
Ryan Patterson 14 days ago in Case Management / Price List 0 Gathering interest

Locations should have sublocation for services

We might have a set of events happening at one church, but in multiple locations. Example would be a committal in the Memorial Garden, followed by a memorial service in the sanctuary, and then followed by a reception in the fellowship hall. It wou...
Guest 8 days ago in Case Management / Rolodex 0 Gathering interest

Sub Folders in Standard Forms

Sub Folders would allow us to add many more forms but have them organized per subject so they would be easier to find in a long list of forms
Guest 3 months ago in Case Management / Documents 0 Future consideration

Place of Death Inside City Limits

On the old vitals page, I believe that there were yes/no radio buttons for place of death inside city limits, but it's been removed from the new vitals page, and it will only appear when "other" is chosen. Place of death inside city limits should ...
Tarrence Price 4 months ago in Case Management / Documents 0 Future consideration

Attach a document to a Rolodex entry

The ability to attach a document to a rolodex entry. We have many churches and cemeteries that have policies and fee schedules that would be helpful to have right in the rolodex.
Alex Rydell over 3 years ago in Case Management / Rolodex 0 Future consideration

Death Certificate Working Copy Approval

Passare needs a feature where we can upload a copy of the Working Copy of the Death Certificate (Family Review Sheet.). The family can either approve or reject it. There should be a place for them to type the errors that need to be fixed. If it is...
Crystal Van Orsdel 5 months ago in Case Management / Documents 1 Future consideration

Separate the Whiteboards from the Organization role & permissions

Larger organizations may limit the permissions of their staff but still want them to be able to set up whiteboard rules. They need to be able to turn on Whiteboards but leave case IDs, CSTs, and the other "Cases" section unavailable
Madison Scott about 2 months ago in Case Management / Roles & Permissions 0 Planned

Price List - Inventory Filter

I think it would be useful if we had the ability to filter for inventoried and non-inventoried items in the price list. Rather than clicking into each item, the filter would give us this information very quickly.
Tarrence Price 2 months ago in Case Management / Price List 0 Planned

Merchandise Categorized by Material Type

A Passare user called in and suggested that when they are filtering through their price list items, that it would be very useful if they could further filter their caskets, urns, and vaults, by material type like hardwood, steel, etc.
Guest 2 months ago in Case Management / Price List 0 Future consideration