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Allowing Families to Choose Branch to Plan with

Families can choose which branch of a funeral home that they are planning with. May it be that they have other family members who have planned there, or created relationships with someone who works at the funeral home.
Guest 2 days ago in Case Management / Appointments 0 Gathering interest

Role/Permission for Deleting Case Files

Currently there is nothing from stopping a Passare user from going into a case and deleting a case file. We currently have existing permissions from checklist tasks being deleted as well as internal notes. Marlan Gary has brought this to my intent...
Chloe Jonas 3 days ago in Case Management / Files 0 Gathering interest

Relationship of Ex-Spouse

In the state of Massachusetts, it is required to have the ex-spouse listed on the death certificate. we currently do not have a way to mark this except for using "other" and cannot map this to a field because it might not always be the exspouse
Madison Hicks 3 days ago in Case Management / Family & Friends 0 Gathering interest

Searching for Branches

It would be a time saver if we were able to search for branches on their own, rather than searching for the organization, then branch. Having the ability to search for the branch along with the organization would help us find our homes better.
Guest 8 days ago in Case Management / Search 0 Gathering interest

Beta app: Ability to see the arrangement meeting information

I would like the ability to see the arrangement meeting information for a case.
Guest 10 days ago in Mobile 0 Gathering interest

Beta app: Ability to see the account balance

I would like the ability to see the account balance on a case.
Guest 10 days ago in Mobile 0 Gathering interest

Beta app: Ability to change case creation date

I would like the ability to change the case creation date, like I can in the web app.
Guest 10 days ago in Mobile 0 Gathering interest

Case type suggestions

My staff has a few suggestions/complaints about how cases can be managed due to the case/client type/status. Can we please be allowed to choose a client service type for an Imminent Need case? Preneed cases would be nice too, but it's especially f...
Holly Stammis 13 days ago in Case Management / Data Entry 0 Gathering interest

Multiple Roles for Same User

It would minimize the number of roles we have to create if one user could be assigned more than one role. Example: we have a director who works in our admin department. We would want to assign FD roles as well as Admin. Currently we have to create...
Guest 17 days ago in Case Management / User Management 0 Gathering interest

Notification of Approved Obit

We would like to be notified once the family has approved the Obit in case they don't call or email us to let us know.
Austin Flowers 20 days ago in Planning Center 0 Gathering interest