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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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Inventory On-Hand Report Changes

Inventory On Hand Report needs to include the following information to meet Federated inventory report requirements. This is important for all customers using Federated and Passare Inventory feature: Add Manufacturer column (pulling from Price Lis...
Jessie Goggans over 3 years ago in Case Management / Integrations / System Report 1 Future consideration

When disposition type is cremation the planning center invitation shouldn't say: "help plan _____ funeral"

If the disposition type is cremation it should say help plan cremation, not funeral.
Guest over 3 years ago in Planning Center 0 New

Default Disposition per Branch

Customer would like to be able to default a disposition per branch like we can for case type per branch. Her example was that the crematory and pet branch disposition will always be cremation (for them).
Erin Merriott over 1 year ago in Case Management / Case 0 Future consideration

Include Column for TOD and DOD Combined on Case Listing

Currently, you can sort cases by Case Created At, which includes a timestamp of when the case was created (unchangeable). This ensures the integrity of the order in which the cases were created if sorting by this column. Sorting by the Decedent Da...
Kaylan Johnson over 3 years ago in Case Management / Automations & Triggers 0 Planned

Automatically log user, date and time a form is printed.

Passare already automatically tracks contract changes as well as the user, date and time an item is checked off on checklists -- for cases with many hands involved, it would be incredibly beneficial to see if, say, a flag request form had been pri...
Joe Laedtke over 1 year ago in Case Management / Documents 1 Future consideration

Beta app: Ability to see more information on the Manage page

I would like the ability to see more information on the Manage page, like the funeral director's initials, and NoK name, phone, and email.
Guest over 1 year ago in Mobile 0 Future consideration

Beta app: Ability to see/take action on the disposition location's contact information

I would like the ability to see the contact information for the disposition location and interact with it (tap to call, tap to email).
Guest over 1 year ago in Mobile 0 Future consideration

Canada firm rolodex entries don't default to Canadian fields (province/postal code)

When creating a new rolodex entry through a case in a Canadian firm, Canada is the default country but it shows county, state, zip fields. If you switch it off Canada to a different country and back to Canada, it show correct fields (province &...
Madison Hicks over 1 year ago in Case Management / Rolodex 0 Planned

Editable Inventory Transfer Date

When transferring inventory to another org, the date is grayed out. The date the transfer is accepted becomes the date the items are removed from/on reports. Often a location will transfer an item but the person responsible for accepting the inven...
Erin Merriott over 3 years ago in Case Management / Inventory 0 Planned

Larger logo on invitation

I have had multiple FHs ask that we make the logo larger on the invitation to the planning center that goes to the families. It is hard or impossible to read the logo depending on the design as it is currently. Here is an example with my test FH.
Anna Andrews over 1 year ago in Planning Center 0 Gathering interest