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10 Vote

Update Automatically Based on Year for Auto-Incrementing Numerical Sequence

User StoryAt 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 Creation...

Created 8 Jan 09:39pm by Kaylan Johnson

Case Management / Case Identifier

1 Planned
3 Vote

Add identifiable funeral home name to Passare email address

Many families delete emails from Passare <no-reply@passare.com> because they think they are spam. I verbally explain to families the invitation will not say Thomas McAfee, and they always ask why not. After experiencing this issue multiple ...

Created 30 Sep 09:24pm by Guest

Planning Center

0 Planned
3 Vote

Add ME/Coroner County field to the Vital Stats Page

Krause funeral home would like a field added to the Vital Stats page where when the ME/Coroner checkbox is selected, a field pops up for the County. The ME/Coroner County is not always the same as the place of death so they need this for reference...

Created 30 Sep 04:37pm by Julie Hofmann

Case Management / Data Entry

0 Planned
8 Vote

Forms Mappings Search

Can we create the mappings dropdown to be searchable by keyword? Right now you have to search the exact mapping, which is difficult since there are so many versions of similar mappings.For example, to find a mapping pulling last 2 digits of the ye...

Created 16 Mar 03:12pm by Jessie Goggans

Case Management / Documents

0 Planned
16 Vote

Automatically lock the Case when Case is closed, so the family cannot make changes to an older Case.

We recently had a situation where a family member signed into the collaboration center to edit a new Case. However, they were on a case they had been invited to over two years ago and made alot of changes to it thinking it was for the new Case. Th...

Created 29 Apr 12:57pm by Guest

Planning Center

2 Planned
1 Vote

Generate Quickbooks Online Invoice from Passare Invoice

We use the Goods and Services and Payments and Adjustments screens to generate our SFG and in some cases invoices in Passare, which work very well and is a great feature. We also use Quickbooks Online and its invoicing features, but to record the ...

Created 15 Dec 12:00am by Guest

Case Management / Accounting

0 Gathering interest
2 Vote

Care Center: Cremation - Case Listing Columns

User would like to build a care center log using Dashboards. Requesting the following: 1) CC Cremation: Pickup Cremated Remains Date2) CC Cremation: Pickup Cremated Remains Date3) CC Cremation: Pickup Cremated Remains Date and TimeThese fields are...

Created 4 Nov 07:53pm by Jessie Goggans

Case Management / Care Center

0 Planned
13 Vote

Ability to Re-size the "Alerts" Column on Case Listing

The Alerts column gives no column header to verify it is as small as the largest word in the title like all other columns and the only thing in the column is a bookmark symbol. It should be able to resize smaller so that it does not take up so muc...

Created 10 Aug 02:30pm by Gayla Satre

Case Management

0 Future consideration
1 Vote

Use sender's user name instead up just address

When I get a reminder or notice from a co-worker, their name appears as their email address, not their names. Not everyone's email address is related to the name they are known by, which can be confusing. When I send a reminder or message, I us...

Created 14 Dec 08:18pm by Holly Stammis

Case Management / Notifications

0 Planned
4 Vote

Add Decedent Date of Birth to the tool bar at the top of each page in a case. Krause would like this added under the DOD that is currently there.

Add Decedent Date of Birth to the tool bar at the top of each page in a case. Krause would like this added under the DOD that is currently there.

Created 11 Aug 01:49pm by Julie Hofmann

Case Management / Case

1 Future consideration