Adding a notes field in family and friends would be helpful when there are specific notes about an individual family member or friend that are helpful for staff to know. I see there is an idea for adding Custom Fields on Family & Friends, but ...

I love that the Vitals pages has some customizability. However, I wish it could be even more customizable. When taking a death call or entering information from families, we often have to skip around on the Vitals page because of how everything is...

I use passare during preneed appointments to enter the goods and services to base the policy amounts off of that are being prepaid. When FDL creates a new passare file with the policy info, I do like that feature, however, I wish when you merged t...

When creating a new case, it would be helpful is the case could be created within the family and friends listing of a previously created case. This would take some workload off of entering the basic information that already exists with the person ...

User Story Kelsey, We are in desperate need of changing how we track urns after cremation. I have been looking at the cremation tracking section on Passare, but feel it needs to be revamped before we can jump over to it. The following requests wil...

It would be helpful to see easily acquaintances phone numbers when looking up a case. I would suggest including this info where they are listed on Case Summary and on Family & Friends pages.

Please add "Estate of ___ ________" (deceased) to the list of possible payors. It is very irritating to have to add their Estate to a list of possible payors every time and then to have to select a relationship. Please have this in the system so i...