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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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Case Management

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Detailed History on Family and Friends Page (Activity Feed)

Similar to the detailed history that is on the Goods and Services & Payments and Adjustments page. A few funeral homes would like to see the activity feed of who is creating family and friends contacts and who is manipulating data in each cont...
Adrain Valerio 4 days ago in Case Management / Family & Friends 0 Gathering interest

Bring over the Vital Statistics information from DIGicon into Passare

Currently DIGicon can capture the Vital Statistics information on the Preneed contract. This can be done on the Vital Statistics page, Thoughtful Decisions Guide, Personal Information Guide, and Memorial Guide. Since Passare has similar fields on ...
Jessie Martin 2 days ago in Case Management / Integrations 0 New

Bring the descriptions for "Other" items in DIGicon come over to the Preneed Case in Passare

In DIGIcon, there are many "Other" items listed under the various sections fo the Preneed contract. For Example, Other Merchandise could be the "DVD" or "Memorial package". DIGicon has these descriptions (because they are required) however the inf...
Jessie Martin 2 days ago in Case Management / Goods & Services 0 New

Adding Balance to the Search Cases Box

Interested in adding a balance section when searching a case within the "universal" or "general" search bar at the top of Passare to notify funeral homes/staff of a balance due during a quick search of a case.
Guest 3 days ago in Case Management / Search 0 New

Make processing refunds on credits cards via Deluxe only allowed by permissions

Impact Funeral Group would like us to limit the option for users to process refunds on credit cards via the Deluxe integration. Currently you can limit this for other transactions in Passare but not specifically on a credit card transaction proces...
Julie Hofmann 3 days ago in Case Management / Integrations 0 Planned

Add city, state next to rolodex entries in dropdowns for venues

There are often multiple rolodex entries for places with the same name (there are 6 DIFFERENT St. Mary's Churches in the areas surrounding Cleveland) when scheduling a service and choosing a venue, it would be nice to see the city, state in the dr...
Madison Hicks about 1 month ago in Case Management / Data Entry 0 Planned

Warning when changing branches if there is a Contract built already

When changing a case that has a contract built out on it to a new branch within an organization, the GL account numbers still reflect the previous branch, rather than updating to the new branch’s GL account numbers. The only way to correct this is...
Marshall Brooks 17 days ago in Case Management / Goods & Services 0 Gathering interest

Allow Exports to Include PDF as Report Format Option

Certain contract and financial data is only visible through the use of exports (i.e., check details). When a user needs to view this information and does not plan to import it into a third-party software, displaying the data in PDF format is needed.
Kaylan Johnson 23 days ago in Case Management / System Report 0 Gathering interest

Add Social Security Field for Spouse if not Informant or Primary Purchaser

Currently only Friends and Family marked as Primary Purchaser, CoPurchaser, or Informant will have the option to enter their social security number. Sometimes, the Spouse is none of those roles but we still need to add their social for certain for...
Julie Hofmann 23 days ago in Case Management / Family & Friends 0 Planned

Completed tasks should automatically be moved to the bottom of the checklist within the case

Users with more comprehensive checklists experience inefficiency when looking through their checklist to view only incompleted tasks within the case. While there is an option to view inpcomplete tasks on the Tasks Dashboard, this does not help wit...
Kaylan Johnson 3 months ago in Case Management / Checklist 0 Closed