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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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Relationships

I would like to see Child added to the dropdown when selecting Relationship
karen holte over 1 year ago in Passare API 0 Gathering interest

Edit cash advance description after a case is signed

Once a case is signed the line items are set in stone. It would be extremely helpful if cash advance descriptions were editable after signing a case (not the cost portion). Sometimes we think we have the name spelled correctly for an honorarium na...
Guest over 1 year ago in Passare API 0 Gathering interest

Allowing Families to Choose Branch to Plan with

Families can choose which branch of a funeral home that they are planning with. May it be that they have other family members who have planned there, or created relationships with someone who works at the funeral home.
Guest over 1 year ago in Case Management / Appointments 0 Future consideration

Searching for Branches

It would be a time saver if we were able to search for branches on their own, rather than searching for the organization, then branch. Having the ability to search for the branch along with the organization would help us find our homes better.
Guest over 1 year ago in Case Management / Search 0 Future consideration

Show Pending Payments in Payments Tab

Currently in the Payments tab of the PC, if there are payments pending, such as a Preneed payment, those are not reflected in the balance. I understand why, but in many cases, those "pending" funds are in fact, guaranteed, but can't be shown as su...
Guest over 1 year ago in Case Management 0 Future consideration

Beta app: Ability to see the arrangement meeting information

I would like the ability to see the arrangement meeting information for a case.
Guest over 1 year ago in Mobile 0 Future consideration

Beta app: Ability to change case creation date

I would like the ability to change the case creation date, like I can in the web app.
Guest over 1 year ago in Mobile 0 Future consideration

Case type suggestions

My staff has a few suggestions/complaints about how cases can be managed due to the case/client type/status. Can we please be allowed to choose a client service type for an Imminent Need case? Preneed cases would be nice too, but it's especially f...
Holly Stammis over 1 year ago in Case Management / Data Entry 0 Future consideration

Custom Fields: Add type to include Family and Friends

It coud be helpful if the Planning Center asked some additional questions of the family members... Maybe another tab on the Info page Viewing preferences Public Family only No viewing Would you like embalming for viewing purposes? Disclaimer: Emba...
Guest over 1 year ago in Planning Center 1 Already exists

Good & Services Tags In Price List

In the Price List, you can create G&S and SFG Tags for any given item. However, you can only filter by the SFG Tags in the Price List section within Passare. So as an example, if I wanted to separate my caskets by brand or type using SFG Tags,...
Guest over 1 year ago in Case Management / Price List 0 Future consideration