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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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QB Export - "Select All" Option

When adding QB exports (Accounting > Accounting Reports > Add Report > QuickBooks), Ops has to check each checkbox ON individually. Our default setup for new QB customers is to check ON all boxes, which is done manually. Ops would like a ...
Jessie Goggans almost 3 years ago in Case Management / Accounting 0 Planned

Integration for Legacy Touch

If Passare had the capability to store Finger Prints and PINs for Prints that would sync over to the Legacy Touch system.
Guest about 1 year ago in Passare API 1 Gathering interest

Allow multiple photos to be uploaded at one time

The ability to upload more than one photo at a time would be very helpful to families. Also, families have asked why they can't see/or preview the photos they've uploaded, making it difficult to know if they've already uploaded a specific photo. M...
Guest about 1 year ago in Planning Center 1 Gathering interest

Include Additional Date Range Options for Reports

Users often need financial information in Quarter timeframes (i.e., Last Quarter, Past Quarter, Quarter to Date), which are not currently offered as Date Range options. The only solution is to manually edit the specific start and end date each tim...
Kaylan Johnson 7 months ago in Case Management / Reports & Dashboards 0 Planned

Lock Files & Photos Page in Planning Center

Skorupski Funeral Home would like to have the ability to lock the files & photos page. They are concerned families may continue to load photos even after the videos are complete on the funeral homes end. They also want to have that ability bec...
Guest about 1 year ago in Planning Center 0 Gathering interest

Alphabetize trade business in the mobile app

When selecting a trade business from the rolodex in the app, they are not in alphabetical order
Madison Hicks almost 2 years ago in Mobile 0 Planned

Put a limit on check amount

I would like to have more control over the checks, my employees use the check-writing option in Passare but I would like to assign them a limit or immediately receive a notification if check is cut over a certain amount
Guest 7 months ago in Case Management / Check Writing 0 Future consideration

Pending Service Filter

It would be helpful to filter cases that have any/all services Pending.
Jill Materia about 1 year ago in Case Management / Case 0 Planned

Add 2nd Driver Option to Transfer Page

On the Transfer Page, under Transfer Detail, it would be most helpful if a drop down field would be added for a 2nd Driver. I would think that most funeral homes use 2 staff members when doing a removal from a home. I type the 2nd driver's name in...
Guest almost 2 years ago in Case Management / Data Entry 1 Future consideration

Saving SSN for all family members

Currently we can only save SSN for Purchaser and Co-Purchaser. It would be helpful to have this ability for other family members, when they provide it, for future services.
Jill Materia about 1 year ago in Case Management / Family & Friends 0 Future consideration