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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...

Case Management

Showing 21

Ability to remove deleted payments from an accounting export

FHOT needs the ability to remove deleted payments from their Quickbooks Payments Export. Ideally this would delete the original payment and its deletion so it would be a wash. Right now, this is causing multiple journal entries that have to be app...
Julie Hofmann 5 months ago in Case Management / Accounting 0 Already exists

Associate license number with funeral director users

Please make it so that a funeral director/embalmer's license number is associated with them as a user. For instance, the FD's name populates on the contract once the case has been assigned, but the license number field always pops blank - it would...
Guest 11 months ago in Case Management / Profile 0 Already exists

last name

Would like it if the cases are sorted by last name instead of first. Thank you.
Guest 12 months ago in Case Management / Data Entry 0 Already exists

Check Requests - Amount Override

Since in some instances, a Cash Advance item can be sold for more than what the payment to the 3rd party needs to be, please make it possible for the FD to override the amount. This could be defined in the item's details, rather than making it glo...
Guest about 1 year ago in Case Management / Accounting 1 Already exists

receipt of ashes form.

eceive the We need a form for the person receiving ashes to sign showing their right to recieve the ashes and there acknowledgement of reception. I,name, am the authorizing agent of Name of Deceased and/or have the legal right to control the dispo...
Guest about 1 year ago in Case Management / Documents 1 Already exists

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...
Jill Materia about 1 year ago in Case Management / Data Entry 0 Already exists

Family & Friends Spouse Option

It would be very helpful in my opinion to have an available option when a family member is listed to have a space for their spouse or significant other. Also it would need to populate that person in parentheses in the obituary.
Guest about 1 year ago in Case Management / Family & Friends 0 Already exists

case tag-add spring burial

We have a few options under the case tag section: County Case, Covid Case (suspected), Covid Case (confirmed), Balance Forward, County Case, ND Burial. It would be especially helpful to add a "Spring Burial" or potentially a "Delayed Burial" optio...
Guest almost 2 years ago in Case Management / System Report 0 Already exists

Create Permission for Promoting Rolodex Entries

Users would like the option to restrict/allow certain roles access to promote Rolodex entries. This should apply to Custom Entries (blue 'plus' icon > Save to Organization Rolodex' checkbox) and Main Rolodex (Admin > Rolodex > click into ...
Jessie Goggans almost 3 years ago in Case Management / Roles & Permissions 1 Already exists

Batesville Casket Company Intergration

It would be helpful to have an intergration between passare and batesville.
Guest almost 3 years ago in Case Management / Admin 1 Already exists