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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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Showing 442 of 442

Pricelist, adding template

users might want to add multiple caskets at one time and have these items share the same tax table, reporting category, accounting code, etc. The goal would be to add similar items quickly so that all you have to do is modify, the name and price.
Guest 3 days ago in Case Management / Price List 0 New

Price list required field

This idea is similar to the "must be pulled from inventory" check mark on items, but it would be for services...it would "require partnered field" or something. For example, if we have a "crematory fee", there must also be a "coroner's permit" or ...
Holly Stammis 2 days ago in Case Management / Price List 0 New

Zip Code Auto-Fill

Is it possible to get more cities added with the auto-fill? The new cities would be Cridersville (Auglaize County, Ohio, 45806), St. Johns (Auglaize County, Ohio 45884), and St. Marys (Auglaize County, Ohio, 45885)
Guest 2 days ago in Passare API 0 New

Pending Service Filter

It would be helpful to filter cases that have any/all services Pending.
Guest 5 days ago in Case Management / Case 0 Planned

Ability to change the order of Custom Fields

It would very helpful to be able to change the order of our custom fields. Also, when fields are removed and added the numbering sequence gets completely thrown off.
Guest 10 days ago in Case Management 1 Gathering interest

A place for FHs to enter credit card fee when recording the payment, not on the contract.

I understand based on a note on a previous idea that there are legal reasons to us having a credit card fee calculator, but it would be very helpful to our FHs if there was a way to record credit card fees in Passare for receipts and documentation...
Anna Andrews 10 days ago in Case Management / Payments & Adjustments 0 Gathering interest

Saving SSN for all family members

Currently we can only save SSN for Purchaser and Co-Purchaser. It would be helpful to have this ability for other family members, when they provide it, for future services.
Guest 10 days ago in Case Management / Family & Friends 0 Gathering interest

Add "Save" button to prompt

If attempting to change pages without saving, you have a prompt pop-up with two options, "Leave" and "Cancel". Why not put a "Save" button there as a third option, so you don't have to first Cancel, then manually Save?
Guest 23 days ago in Case Management / Data Entry 0 Gathering interest

Ability to delete multiple line items from a Case checklist

Not all checklist items are relevant to each case. The ability to delete multiple line items at one time would be very helpful!
Guest 25 days ago in Case Management / Checklist 0 Gathering interest

Alphabetize only the last name that you are searching

ex. When I search for last name Hill, it brings up any name that has hill in it. Such as Hilligoss, Philip, Churchill, etc. Is there a way to close the search to only Hill as the last name? When searching it can be time consuming to look through a...
Guest 9 days ago in Case Management / Case Identifier 0 Gathering interest