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4 Vote

Copying Family and Friends from Case to Case

I have had several funeral homes ask about this idea, they have mentioned not just with preneed cases, but with a-need cases as well. being able to copy family and friends from one case to another. Scanlon Funeral Home, Sitkowski, Malbeouf, and Hi...

Created 19 Jan 07:34pm by Chloe Jonas

Case Management / Family & Friends

0 New
1 Vote

Ability to change order on lot description

It's not a big deal- and it might totally be a regional thing, but the order of lot description on the dispositions page is out of order from the way many of cemeteries by us do it. It's a little confusing visually to see things out of order. Fo...

Created 18 Jan 09:16pm by Holly Stammis

Case Management / Data Entry

0 New
3 Vote

Create a Dashboard from a Checklist

It would be great if we could create a Dashboard from a Created checklist

Created 6 Jan 01:38pm by Guest

Case Management / Checklist

2 Gathering interest
2 Vote

Manually insert a Checklist

From what I can tell, the only way to get a checklist to show up is for it to happen automatically, based on certain criteria. That works great, but if something changes in that criteria, there's no way to manually insert a pre-populated checklist...

Created 6 Jan 01:37pm by Guest

Case Management / Checklist

0 Gathering interest
1 Vote

Cemetery phone number on disposition page

We get the address but not the phone number on that landing page.

Created 10 Jan 08:08pm by Holly Stammis

Case Management / Data Entry

0 Planned
3 Vote

Checklist Tasks as Column Headings

I would like to be able to view a specific checklist, ie Death certificate tracking, with the tasks as column headings and the cases as rows. Or a report that allows me to choose the checklist and then select the tasks as column headings and the ...

Created 10 Dec 11:35am by Guest

Case Management / Checklist

0 Gathering interest
1 Vote

Don't require "Appointment with" selection when setting appointment or add "pending" option

When we set up appointments with our At Need families, we don't always know which staff member will be meeting with them. In Passare, however, when entering an appointment, it's required to add the "Appointment with".Please make it possible to ad...

Created 8 Jan 08:07pm by Guest

Case Management / Appointments

0 Gathering interest
4 Vote

When searching for a family member on a case, show their name as part of the search results.

Currently, when searching for someone that is a family & friend on a case, there is no way of knowing what case the person is associated with. The search results only show the decedent's name. It would be helpful to also see the name of the fa...

Created 15 Nov 09:40pm by Guest

Case Management / Case

0 Planned
1 Vote

Ability to search on case listing by custom field

this would help Passare users better navigate their searches on the case listing page and increase the parameter's on their case listings

Created 5 Jan 01:46pm by Chloe Jonas

Case Management / Case

0 Gathering interest
1 Vote

Sending the family a link for ID View

ID View so there is the capability to send the family a link so they can do the ID view and the link would expire after the ID's have been seen.

Created 5 Jan 01:43pm by Chloe Jonas

Case Management / Case

0 Planned