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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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Allow General Reports Category to Pull Only One Case at a Time

Vertin firms use a system report called Cash Advances to Pay - Vertin Co. management has requested that this report be available under the General Reports category so that more of their users can access the report. However, they need to be able to...
Kaylan Johnson almost 4 years ago in Case Management / System Report 3 Not being considered

Manipulating Photo Cropbox in Passare+

Pictures in the app defaults an auto-cropbox, and this thumbnail preview is not moveable (using iPhone). This is inconvenient and requires odd positioning of the object when initially taking the picture, since you cannot expand or move the crop bo...
Jessie Goggans almost 4 years ago in Mobile 1 Not being considered

adding an option to use military time

Everything we do is on military time, to avoid mistakes: Death Certificates, Time of Death, Appointments, you name it. Having this option will make your software more appealing.
Guest almost 4 years ago in Case Management 2 Not being considered

Save common entries (like place names, common names, etc.) so we can autofill fields after typing the first few letters

As a user, it would save time and help out if common entries are saved so as we type them out, we have the option to select a commonly entered name/entry. Kind of like a predictive keyboard. For example, if my county name is really long, I could j...
Product Team about 4 years ago in Case Management / Data Entry 0 Not being considered

Auto capitalize the first letter in fields like names, cities, etc.

As a user, it would be helpful and save time if when we entered first, middle, last names and other fields that need to be capitalized, it would automatically capitalize the first letter.
Product Team about 4 years ago in Case Management / Data Entry 0 Not being considered

Customizing Service Preference Questions

It would be very helpful if we could customize the questions in the Service Preferences tab of the collaboration center. As it is worded now, the question about ceremony only includes options for viewing or a graveside service where most families ...
Guest about 4 years ago in Planning Center 2 Not being considered

Check Numbers

Currently, when a check is flagged printed in Passare it is locked and the funeral home is unable to change the check number. It would be beneficial to be able to unlock this feature to change a check number. This would alleviate the need to void ...
Joanna Gore about 4 years ago in Case Management / Accounting 0 Not being considered

Zip Code after street address

so I do not have to scroll through city and state to get to the zip code
Guest about 4 years ago in Case Management 0 Not being considered

Add "Send" Button in Messaging

Scott at Shelley Funeral Chapels was testing out the Messaging feature in the Planning (Collaboration) Center with a family member sitting with him. When the family member typed in the message, both Scott and the family member were expecting a "Se...
Guest about 4 years ago in Planning Center 0 Not being considered

User Reports fields to indicate where the data is coming from in Passare

As a user, I would like to see where the data is coming from in Passare for the User Reports.
Product Team about 4 years ago in Case Management / User Report 0 Not being considered