Pinned ideas

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...

Case Management

Showing 137

1 VOTE

Set default page to open

As the bookkeeper, there are only two screens I look at for the most part. I'm either on Goods & Services or Payments. It would be so awesome if we could set a preferred page for Passare to open to on default. There are others who perform spec...

Lizz Gasbarro 5 months ago in Case Management / User Management 0 Future consideration

2 VOTE

Update statutes of Preneed cases from FD

It has been a huge success having the pre-needs from FD automatically come over from FD to Passare. One concern that has been raised is, "What if the policy cancels or is no longer in good standing?" Once the Preneed contract comes over from FD to...

Jessie Martin 5 months ago in Case Management / Integrations 0 Future consideration

4 VOTE

Ability to Add More Than 1 Email Address

Please add the ability to add a secondary email address for Family/Friends. We often have loved ones provide us with their home and work email addresses and are asked to send correspondences to both. Right now we have no way to log them other than...

Guest 6 months ago in Case Management / Family & Friends 0 Future consideration

1 VOTE

Batch Forms Sorting by Case Number

Add a option to sort batch forms by case number when you generate them

Guest 6 months ago in Case Management 0 Future consideration

1 VOTE

Age on Case Menu to show as Years, Month, Day

On the a case menu on the ID Tag, if there could be an ability to have the age show as years, month, days.

Guest 6 months ago in Case Management / Case 0 Future consideration

2 VOTE

Tour of Duty Populate from Basic Veteran Info

Any way to have the Tour of Duty auto fill from the Basic Info on the Veteran page? It seems a waste of time to enter the same information multiple times.

John Glueckert 6 months ago in Case Management / Data Entry 1 Future consideration

1 VOTE

Add more role tags for ESignature 2.0 Mappings

Several of my funeral homes have documents that require multiple Next of Kin to sign. Currently we have "Role - Next of Kin" for mapping the ESignature to NOK1 but we need to be able to do at least 6 NOK's. This is for Washington and New Jersey cu...

Julie Hofmann 6 months ago in Case Management / Documents 0 Future consideration

1 VOTE

Custom Notification Groups

The ability to @mention roles is great, but we often have exceptions to the permission sets that require a custom role. For example, we might have someone in the Crematory role that also sometimes work in the Care Center, so it would make sense fo...

John Meyer 6 months ago in Case Management / Notifications 0 Future consideration

1 VOTE

Link document templates to checklist

Now that we have a check list dashboard I find that many of my check list items are forms or checks that need to be printed. It would be a huge time saver if the form for that checklist item could be linked to the task and appear on the dashboard ...

Guest 7 months ago in Case Management / Documents 0 Future consideration

3 VOTE

Add the ability to @ within a Custom Field

Please add the ability to send an @ notification within a custom field text box.

Guest 7 months ago in Case Management / Data Entry 0 Future consideration

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