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1 Vote

Pulling over Family & Friends information to another related case

While entering info into Passare for a family's father , I noticed there is no way ( that I am aware of ) to pull over or search and pick info under Family & Friends that was the same info for the mother that passed the next week . e.g...

Created 21 Sep 06:09pm by Guest

Case Management / Family & Friends

0 New
1 Vote

First Call Page - Add copy button on Caller from frends and family

If the case is a preneed and frends and family (FandF)are already enterd when the first call comes in and you want to put in the caller you should be able to copy from FandF list. If you put a name in the FandF list at the time the preneed was mad...

Created 19 Sep 11:56pm by Matt Murphy

Case Management / Family & Friends

0 New
1 Vote

Add Step-Grandchild to Relationship dropdown on F&F page

Add Step-Grandchild to the relationship dropdown on the F&F page.

Created 27 Aug 04:08pm by Guest

Case Management / Family & Friends

0 Planned
1 Vote

The ability to print name tags from the family listing

I think it would be helpful to have a template that is able to generate the names of family members and their relationships to the deceased on labels that we can use as name tags for visitation and services.

Created 2 Jul 01:06pm by Guest

Case Management / Family & Friends

0 Gathering interest
1 Vote

Family & Friends Communication Preference Field

Users would like to easily track the family member's preferred communication method (i.e. email, text, call, other). A radio button within each person's F&F contact would be ideal, as well as the ability to report on this data. This will be es...

Created 23 Jun 07:29pm by Jessie Goggans

Case Management / Family & Friends

0 Future consideration
1 Vote

Flag Recipient

In the Family & Friends portion, is it possible to create a "Flag Recipient" checkbox/role and have that person's information carryover onto the US Burial Flag Application so we do not have to enter that person's information twice? I could ver...

Created 12 Feb 05:55pm by Dana Dingmann

Case Management / Family & Friends

0 Future consideration
3 Vote

Customization for Family & Friend's Roles

It would be beneficial for Funeral Homes to have the ability to make different roles for Family & Friends per Instance. We've had different requests to add a specific role in the drop down, and it would be helpful for us to be able to add a ro...

Created 11 Feb 04:09pm by Guest

Case Management / Family & Friends

1 Future consideration
1 Vote

Add the Display Name field to the Family/Friends quick add feature.

The name that exports to the Messenger Integration is the Display Name. This would save any funeral home utilizing the integration a lot of time. Currently they are adding through Quick Add, then having to click into every Family/Friend just to ad...

Created 25 Jan 10:19pm by Guest

Case Management / Family & Friends

0 Planned
1 Vote

📞💬 WhatsApp Connection

It would be great if we can integrate Whatsapp with Case management. We can use many options and many ways to make integration between FDapp and Whatsapp but one of the easier ways to do it is adding a link into case with the following code:a href...

Created 21 Jan 06:27pm by Guest

Case Management / Family & Friends

0 Future consideration
3 Vote

Linking Cases

It would be nice if you could link one case to another. Lets say your putting in a case and one of the family memebers has passed and that family member was a previous case in passare it would be nice if you could link them so you could look bac...

Created 18 Dec 08:55pm by Matt Murphy

Case Management / Family & Friends

0 Planned