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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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WePay API integration

I was looking to set up WePay and my first question for Passare, especially in these times, is there an integration setting that would allow us to email an invoice directly to the family for them to pay online themselves. I found out we can’t. A q...
Eric Keyser almost 4 years ago in Passare API 1 Planned

A way for families to initiate Imminent Need case from our website

I am reworking our website "Planning" area as we are adding the Arrangement Guide, and it occurs to me that allowing families to initiate an imminent need case for their loved one from our website would be a very useful tool. They could even use i...
Holly Stammis almost 2 years ago in Planning Center 0 Planned

Livestreaming Link

I would like to a Livestreaming service option that would allow us to share the RRL link in the same manner that you would share a physical address for the service location.
Reuben Feuerborn almost 4 years ago in Case Management 0 Planned

Seeing in Global or in a Super Admin Only view in a FH's Documents a List of all Global Forms a FH is on

It would be a big time saver/ help if I could see in Global Forms all the global forms a FH has access to. That would keep me from having to do a lot of back and forth between the FH templates and global forms and make it much easier and faster to...
Anna Andrews almost 2 years ago in Case Management / Documents 0 Future consideration

Stainless steel trackers for Decedent Tracking that can double as cremation disc

Current tags can get soggy or soiled when embalming, depending on the decedent. Would like heavier quality tags, but even better would be stainless steel trackers (these could double as the cremation disc on cremation cases). Could also consider a...
Melissa Steeber almost 2 years ago in Case Management / Case 0 Not being considered

Custom Fields: Add type to include Family and Friends

Currently when you check the box for submitting a check requests. The only thing you can modify is the payee. In Texas we are allowed to upcharge Cash Advance items. In those cases, the bookkeeper needs to know if the amount is different than what...
Guest almost 2 years ago in Case Management / Check Writing 0 Future consideration

Save common entries (like place names, common names, etc.) so we can autofill fields after typing the first few letters

As a user, it would save time and help out if common entries are saved so as we type them out, we have the option to select a commonly entered name/entry. Kind of like a predictive keyboard. For example, if my county name is really long, I could j...
Product Team almost 4 years ago in Case Management / Data Entry 0 Not being considered

Customizing Service Preference Questions

It would be very helpful if we could customize the questions in the Service Preferences tab of the collaboration center. As it is worded now, the question about ceremony only includes options for viewing or a graveside service where most families ...
Guest almost 4 years ago in Planning Center 2 Not being considered

The invitation email and text needs to clarify that Funeral Homes will not receive responses.

There have been a couple of instances where the family has received the invitation email or text, and replied to it thinking the Funeral Home would receive the reply. That is not the Case. The Funeral Home isn't receiving information they may need...
Guest almost 4 years ago in Planning Center 0 Planned

Obituary page to have new section added with information on what newspapers and what dates to run the obit in for the staff to see and work off of.

Currently, there are no drop down boxes or information boxes, where the newspapers that obituaries are to run in and and no drop down box or information box that tells a user where, when and how many days to run an obituary in the paper for the de...
Belinda Honea almost 2 years ago in Case Management / Obituary 0 Future consideration