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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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Support Chat

Instead of searching for help or emailing support when there is an issue, chat bot or live person to chat with would be very helpful. This was used with another platform and was convenient.
Guest 6 days ago in Case Management / Case 0 Gathering interest

calculate the persons age automatically

one less thing to do
Guest 7 days ago in Case Management / Data Entry 1 Gathering interest

Phone Number

Showing the family members phone number next to the email address in family and friends would be helpful.
Guest 8 days ago in Case Management / Family & Friends 0 Gathering interest

Add Ability for Users to Bookmark Forms to Display Separately from Standard Forms

We've had a lot of customers ask about changing the Order/Selection of Standard Forms, and while there are certainly workarounds that we've been able to use, some FH Standard Forms are mandated by Organizations like Vertin/Legacy etc. Specifically...
Guest 12 days ago in Case Management / Case 1 Gathering interest

Pre-Need Permissions Read-Only/Edit Contract Dates

Allow users to be read only for pre-need cases but still have the access to change contract dates for pre-need cases/sign cases. Need to have the ability to limit the access to cases versus the permissions they have.
Guest 15 days ago in Case Management / Roles & Permissions 0 Gathering interest

Add Memorial Donation without a Website

Please allow memorial donation organizations to be added without a website. In some small towns, local organizations/businesses do not have a website.
Guest 15 days ago in Case Management / Obituary 0 Gathering interest

Add an approval button for check writing.

Impact Funeral Partners has locations all over the US but only two people that can sign checks. They would like Passare to come up with a way for them to approve the checks but allow the site managers to write and print the checks. Ideally, the ma...
Julie Hofmann 16 days ago in Case Management / Accounting 0 Gathering interest

Date file was added

It would be helpful if the case files showed when they were added so if a family adds additional photos, i know which ones are new so that i can download just the news ones to add to a slideshow video
Guest 19 days ago in Case Management / Files 0 Gathering interest

Add a place to add clergy name

Need a place to record the clergy name so that it can be found if we are doing a case and want to see who the clergy was on a previous case.
Charles Evans 21 days ago in Case Management / Data Entry 1 Gathering interest

Increased character count in the check # field on transaction

Saul Funeral Home is running into the issue where they do not have enough space in the check # field to put all of the information that they are needing. They have requested that this character count increase or not be limited like it currently is...
Chloe Jonas 29 days ago in Case Management / Payments & Adjustments 0 Gathering interest