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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 11 months ago in Case Management / Rolodex 0 Future consideration

Add spacing and font options for Organization Message

I regularly send out Organization Messages to staff through Passare. The only problem is that alll text is squished together. There is no ability to space out sentences or paragraphs or bullet points. Additionally, there is no option for bold, ita...
Guest 3 months ago in Case Management / Organization Info 1 Future consideration

GPL that populates from Passare Price List

I have had multiple Funeral Homes who wish that we would generate and keep updates their GPLs for them based on whatever information is entered in their Passare Price List as this is something that some other softwares offer and they have gotten u...
Anna Andrews 4 months ago in Case Management / Price List 1 Future consideration

Multiple Roles for Same User

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...
Guest 3 months ago in Case Management / User Management 1 Future consideration

Allow pdf documents to be attached to the note section of checks

It would be helpful to attach invoices to the notes section of a check for quick reference between accounting and the funeral home.
Duane Morey 3 months ago in Case Management / Accounting 0 Future consideration

Inventory Management

From the Inventory Management and Add Inventory page, it would be most helpful to see more detail when selecting a specific inventoried item. Currently you see a grayed out box with the quantity only. It would be a benefit to instantly see, or at ...
Gayla Satre about 1 year ago in Case Management / Inventory 1 Future consideration

search ability on Field Name for mapping

Love that we can now search the mapping options when creating a document. Could there be a way to search the Field Names? I have a couple of PDF documents that have 10+ pages of fields (many don't map, but I want to be able to type into the docume...
Holly Stammis 3 months ago in Case Management / Documents 0 Future consideration

Merge Rolodex contacts

Rather than delete one contact, could there be a way to merge them?
Holly Stammis 3 months ago in Case Management / Rolodex 0 Future consideration

Batch Forms having an automatic run option

Several customers who have been trained on using batch forms have asked if there was a way to automatically run batch forms like you can with other reporting options within the platform. This would add value to those who are currently using the Ba...
Chloe Jonas 7 months ago in Case Management / Automations & Triggers 0 Future consideration

Adding a Service Location Column on Dashboard

When setting up dashboard, could there be a service location column, so when Funeral Home is setting up whiteboard they are able to see where the service will be at a glance.
Guest 4 months ago in Case Management / Admin 1 Future consideration