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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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Add Rolodex Dropdown Option to Custom Field Setup

There are some occasions where a frequently used Contact from the Rolodex may need to be indicated on a case, for any reason, or populated on a form. The idea is to have "Rolodex Dropdown" added as a new "Field Type" in the Custom Field Edit/Setup...
Guest 4 days ago in Case Management / Rolodex 0 New

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 4 days ago in Case Management / System Report 0 New

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 4 days ago in Case Management / Family & Friends 0 New

Adding hyper link to family messaging

It would be helpful to be able to add a hyper link in the messaging in the planning center. If we want to send a certain URL for a catalog or website, the family has to copy and paste into their browser versus clicking the link directly.
Guest 6 days ago in Planning Center 0 New

Add property field to urn tracking

Often we have property in the locker that needs to go out with an urn. We track the property in a separate book and put a post-it note on the urn that indicates there is property. It would be super cool if that were an option to check on urn track...
Ann Marie Terpstra 7 days ago in Mobile 0 New

Adding Case Tag Filter to Survey System Report

When running a Survey System report, for example, the Johnson Consulting Survey Report. The filter options don't include case tags, and I have a funeral home that needs to separate their cases by case tag so it's easier for Johnson to associate th...
Adrain Valerio 7 days ago in Case Management / Reports & Dashboards 0 New

Consolidating Notes into a PDF Under Standard Forms

My idea is to create a PDF file that automatically consolidates notes from across the Passare case, organize them by Overview, Documents, Decedent, Arrangement, Care Center and Financials, and have it available under Standard Forms so we don't hav...
Guest about 1 month ago in Case Management / Notes 0 New

Schedule Price List Disclosure Dates

Please create a functionality to allow scheduling of effective dates for price lists, so that form disclosures may be updated automatically. Since we are now able to schedule in the prices themselves, adding in the effective dates would make it so...
Guest over 2 years ago in Case Management / Price List 0 New

Updates to QuickBooks Export Outputs for 'Refunds' Transactions

User Story As an accountant who imports data to QuickBooks, I'd like some changes to the output of the data in the exports, as it relates to 'Refunds' transactions created from within the Payments & Adjustments page of a case. These changes wi...
Daniell Jara over 4 years ago in Case Management / Accounting / Export/Import / System Report 0 New

Ability to change an At Need

It would be great to be able to change and at need case to a trade case when it has been brought in using ASD sync.
Guest about 5 years ago in Case Management / Case Identifier 1 New