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1 Vote

Change in Required Field

can you please remove the "REQUIRED FIELD" for last name. Many times family members don't know the last names of the distant family members. making it a required field is cumbersome.

Created 9 May 01:38pm by Guest

Case Management / User Management

0 Gathering interest
2 Vote

Decedent Tracking Dashboard Filters

Users would like to filter & view details for any tracking location on the Dashboard. Currently, Passare only shows "last location". For example, users would like to see a snapshot of details around all cases' "Pickup" location, including user...

Created 28 Apr 11:04pm by Jessie Goggans

Case Management / Reports & Dashboards

0 Gathering interest
2 Vote

ME Case number field

When we select that the Coroner/ME was contacted, it would be nice to have a field to enter the ME's case number. We need to reference this when we call the Cook County ME's office, and include it on the death certificate. Right now we are just pu...

Created 25 Apr 03:30pm by Holly Stammis

Case Management / Data Entry

0 Gathering interest
1 Vote

Add Coroner/ME contacted box to First call

I'm having a hard time getting this box accurately checked off by staff for every case, and I just realized it's because it's not on the first call page. I'd like to see this check box added to the first call page, preferably by either the locatio...

Created 25 Apr 02:50pm by Holly Stammis

Case Management / Data Entry

0 Gathering interest
1 Vote

Make the drop down for multi-contract forms easier to differentiate.

When you click to download a form associated with a case the verbiage used verbiage that shows above the drop down and download button is confusing. It is unclear whether or not I am downloading a form above or below the one I click on. It is very...

Created 21 Apr 08:47pm by Zachary Maikranz

Case Management / Files

0 Gathering interest
1 Vote

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...

Created 8 Apr 09:30pm by Anna Andrews

Case Management / Documents

0 Gathering interest
1 Vote

Insurance Tracking

We have a payment form for Insurance and it will show as Pending until payment comes through. However, Passare only allows tracking if we use CLAIMCHECK and we do our own in-house on insurance assignments. The dashboard view created will show noth...

Created 7 Apr 04:28pm by Elizabeth Reed

Case Management / Reports & Dashboards

0 Gathering interest
1 Vote

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...

Created 6 Apr 06:32pm by Guest

Case Management / Check Writing

0 Gathering interest
1 Vote

Sort Custom Fields when they are added as columns on a Case Listings Dashboard

This used to be a feature where we could sort (A-Z or Z-A) Custom Fields Columns in a Case Listing Dashboard. This feature was extremely helpful in organization of our active cases on a more granular level than permitted by the fields available wi...

Created 5 Apr 09:45pm by Guest

Case Management / Reports & Dashboards

0 Gathering interest
1 Vote

Highlight Fields in Passare

There is a request like this for the Planning Center but I am wishing that FHs could highlight fields that they need to come back to. That way they could highlight the SS# field for example if they need that info but don't have it off the bat and ...

Created 5 Apr 08:18pm by Anna Andrews

Case Management / Case

0 Gathering interest