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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...
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Case Management

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Specify Color of Container in Price List

I was speaking with Zach Shields from Gardner FH, and he was wondering if there was an easy way to list the different color options for containers other than entering it in the name. He said that they forget to at times. I noticed that we don't cu...
Tarrence Price 3 months ago in Case Management / Price List 0 Future consideration

Relationship of Great Great Grandchild and Great Great Great Grandchild

Having an option on the Family and Friends page for Great Great Grandchild, and Great Great Great Great Grandchild, for obituary purposes.
Guest 3 months ago in Case Management / Family & Friends 0 Future consideration

Ability to check for duplicate social BEFORE you create a case

Upon case creation, we need the ability to check for duplicate social before creating a case. This helps prevent creating duplicate cases. Currently this feature is only available after you have created a case causing issues especially when you ha...
Julie Hofmann 3 months ago in Case Management / Case 0 Future consideration

Dropdown Case Files

When there are a lot of files/photos on the case files sidebar, if there could be an option to have a dropdown of the files, this way they are all compacted.
Guest 4 months ago in Case Management / Files 0 Future consideration

It would be really helpful if more than one item at a time could be deleted from the checklists.

The checklists are inefficient. It is time consuming to delete items one at a time. We do not use this feature as much as we'd like because of this.
Guest 4 months ago in Case Management / Checklist 0 Future consideration

Location Filter For Reports & Batch Forms

Several firms have asked about being able to generate a report for a specific location or locations. Could location be added as a filter option in reports and batch forms? Perhaps it could pull from the rolodex, and users can choose specific locat...
Tarrence Price 4 months ago in Case Management / User Report 0 Future consideration

Dark Mode/Version of Passare

Jeremey Heath with Heath Funeral Home has asked if we were able to have a 'dark mode' of Passare. He has mentioned on several occasions that he struggles to see/navigate his webpage.. even after he has adjusted his brightness and monitor settings.
Chloe Jonas 4 months ago in Case Management / System 0 Future consideration

Rolodex Roles Selection

Allow you to select multiple roles when creating a rolodex entry. For example, when selecting a caller and you add a nurse. I really want to add a hospice nurse but it does not give me an option.
Dennis Helwig 4 months ago in Case Management / Rolodex 0 Future consideration

Reference Case Details for Deceased Family/Friends

When entering a family member and checking the deceased box for that person, make it so you can pull in the date of death, place of burial, etc. from that family member's case entry. Example: The decedent is Jane Smith. We enter Jen Doe as her dec...
Guest 4 months ago in Case Management / Family & Friends 0 Future consideration

Display Pre Need differently than At Need

It would be helpful if text entered as a Pre could display in a different color. When moving to At Need sometimes data changes and it's hard to figure what was selected as a Pre versus what is being selected during an at-need arrangement. The abil...
Jill Materia 5 months ago in Case Management / Data Entry 0 Future consideration