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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

Include Branch in Passare/CFS Sync

Would like Passare to push branch info to CFS "Funeral Home" field (in CFS backend). See attachment for where they would like Passare branch to tie to. Submitting for Joe Mahn.
Jessie Goggans over 3 years ago in Passare API 0 Gathering interest

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

Adding NOK emails to be pulled on reports.

I had a customer request the ability to pull the NOK emails from Family & Friends for reporting purposes. She said that the FH uses those emails to do a email blast, and would awesome to get those emails from a report. The only thing I see cur...
Guest over 3 years ago in Case Management / User Report 1 Already exists

Date Requested in Check Icon Details

Customer would like to see the date/time the check was requested in the check icon on the Goods & Services page.
Erin Merriott over 3 years ago in Case Management / Check Writing 1 New

Ability to Filter Checks User Report by Account Code

Needing the ability to filter any checks user report by account codes. Also needing column options available in normal user reports for checks user reports.
Erin Merriott over 3 years ago in Case Management / Reports & Dashboards 1 New

Update Automatically Based on Year for Auto-Incrementing Numerical Sequence

User Story At the beginning of the year, most organizations using the Auto-incrementing Numerical Sequence as a "case count" are choosing to 'restart' their sequence. Most of them also expect this to happen automatically since we have Case Creatio...
Kaylan Johnson over 3 years ago in Case Management / Case Identifier 1 Planned

Internal Notification for Check Requests

The customer would like to see notifications for check requests within Passare. Currently they receive a text msg and an email, but no "bell" icon notification pops up. They would also like the option to receive a Bubble Alert.
Erin Merriott over 3 years ago in Case Management / Check Writing 1 Planned

Voiding a Check Request

If the line item associated with a check request is deleted from the contract, the check request should automatically void or grey out. The example given was a director requests a check in the evening for a clergy. The family lets the director kno...
Erin Merriott over 3 years ago in Case Management / Check Writing 2 Planned

Editable Automatic Check Numbering

Customers would like to be able to turn on automatic check numbering but also have the ability to edit that field if necessary prior to printing. Currently the field is not editable and the only work around is to change the numbering option to man...
Erin Merriott over 3 years ago in Case Management / Check Writing 2 Planned