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...

Case

Showing 195 of 561

2 VOTE

Changes to Service Details fields do not prompt to save

If you add data to the various Service Details fields, such as Music, Printed Materials, Flowers, etc., if you change pages without manually saving, Passare does not prompt you to save, therefore you lose everything you typed.

Guest over 1 year ago in Case Management / Data Entry 0 Planned

2 VOTE

Family & Friends Spouse Option

It would be very helpful in my opinion to have an available option when a family member is listed to have a space for their spouse or significant other. Also it would need to populate that person in parentheses in the obituary.

Guest over 1 year ago in Case Management / Family & Friends 0 Already exists

1 VOTE

Word Count Obituary

Could we get a word count that would show on the obituary page in Passare? It would be helpful as many of our papers charge per word.

Trae Cody 8 months ago in Case Management / Obituary 0 Planned

2 VOTE

Additional Religious Preference Options

As there are many additional religious preferences not already listed it would be helpful if an "Other" option was added that would then allow the director to type the religious preference in. This would alleviate the Passare staff from having to ...

Guest over 1 year ago in Case Management / Case 0 Future consideration

1 VOTE

eSignature: Allow reordering

Currently there doesn't appear to be a way to reorder documents in the eSignature box. This is important.

Guest 8 months ago in Case Management / Case 0 Future consideration

1 VOTE

Checklist autosave

It would be helpful if the checklist boxes would autosave whenever the person who is inputting the information stops moving the mouse (as it does in the planning center). I have went through various checklist steps and forgot to save, and it erase...

Trae Cody 8 months ago in Case Management / Checklist 0 Future consideration

4 VOTE

Add Decedent Date of Birth to the tool bar at the top of each page in a case. Krause would like this added under the DOD that is currently there.

Julie Hofmann over 2 years ago in Case Management / Case 3 Planned

1 VOTE

Pre-Need Family and Friends Self

When completing a Pre-Need Case, on the Family and Friends page and the Self family and friend is listed. If all applicable information that was filled in on the Pre-Need Basics and Vital Statistics Page be filled in on the family and friend's page.

Guest 9 months ago in Case Management / Family & Friends 0 Future consideration

1 VOTE

VA Headstone or Marker Form (Emblem of Belief)

The VA Form, Claim for Standard Government Headstone or Marker on the Veteran Information Page in Passare. In the Desire Emblem of Belief, there is a radio button for Latin Cross. There is no Latin Cross on the form, if on Passare if it could inst...

Guest 9 months ago in Case Management / Files 0 Planned

5 VOTE

Copy address

When you pull over data from ASD the family and their phone numbers populate. When you copy over an address to that family member it erases the phone numbers. I didn't understand why my phone numbers were disappearing until I notice system did it....

Guest over 3 years ago in Case Management / Data Entry 0 Planned

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