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GPL that populates from Passare Price List

I have had multiple Funeral Homes who wish that we would generate and keep updates their GPLs for them based on whatever information is entered in their Passare Price List as this is something that some other softwares offer and they have gotten u...
Anna Andrews about 2 months ago in Case Management / Price List 1 Future consideration

Adding a Service Location Column on Dashboard

When setting up dashboard, could there be a service location column, so when Funeral Home is setting up whiteboard they are able to see where the service will be at a glance.
Guest about 2 months ago in Case Management / Admin 1 Future consideration

Red Flag a case

On occasion, we have really touchy cases. Ones where an estranged (and sometimes deranged) family member is trying to get information they shouldn't have and could cause problems. Or ones where there's an ongoing murder investigation and reporters...
Holly Stammis 2 months ago in Case Management / Files 0 Future consideration

Include Obituary Photo in Messenger Export

It would be very helpful when building out the Messenger Make It! Personal printings, if the photo that's uploaded to the Obituary Photo spot in Passare would be included in the Messenger Export.
Guest 2 months ago in Case Management / Printing 1 Future consideration

Calendar tags take you straight to the event.

Whenever you have a notification that tells you you were tagged in a note on an event in the calendar, you should be able to click the notification and be taken directly to the event instead of just the month.
Guest 3 months ago in Case Management / Calendar 3 Future consideration

Add weight field to case creation modal

Users would like the option to add in decedent weight on the initial case creation modal, both in the web and mobile apps. Decedent weight is often collected at the time of pickup.
Jessie Goggans 3 months ago in Case Management / Data Entry 1 Future consideration

Add obit templates to Passare mobile

Users would like the option to write obits from an obit template in the Passare mobile app. Currently, it is only a text box.
Jessie Goggans 3 months ago in Mobile 1 Future consideration

Case Activity Feed

Managers and Admins often need to see when a case was deleted and by whom. Additionally, there are questions of when a case switched branches, when/who changed a status or a tag was selected/unselected, etc. Having a page or link to something simi...
Kaylan Johnson 3 months ago in Case Management / Admin 0 Future consideration

Middle name field when creating case

One of my FHs suggested that they would love to have a middle name field in the pop up box when creating a case so that if they already have that information, they do not have to add it in the first call page
Anna Andrews 3 months ago in Case Management / Case 0 Future consideration

Rolodex reverse look up

In the Rolodex, it would be nice if there were a way to see what cases are associated with an entry. Examples of how I'd use this information: "I'm not getting the doctor's to pick up the phone. What did I do last time they had to sign a cert?" "T...
Holly Stammis 3 months ago in Case Management / Rolodex 0 Future consideration