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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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Fingerprint Scanner

We have currently been using the THUMBIE fingerprint scanner to upload and then move the print to passare but are having some issues with their setup. Maybe, just maybe, there could be a plugin written to attach a bluetooth scanner like this so th...
Trae Cody 4 months ago in Mobile 0 Future consideration

Tracking on Desktop Program

It would be very beneficial for us to have tracking on the desktop version, since we don't always have our phones available, particularly when families are picking up urns at our front office.
Guest 4 months ago in Case Management / Data Entry 2 Future consideration

Funeral Options - Add Event Fields Blank

On the funeral options page, the fields under add event now have info prefilled. I've spoken with a few funeral homes who have expressed that this causes confusion. Can we perhaps have the event name, date, and time fields default to "select" inst...
Tarrence Price 3 months ago in Case Management / Appointments 0 Future consideration

Create Setting to Allow Rolodex to Feed Down to Child Orgs

Many larger organizations have a parent/child org hierarchy due to staffing access, etc. and frequently need the option to share Rolodex entries from the parent level. Here are a couple of examples where this causes issues with the way it works to...
Kaylan Johnson 3 months ago in Case Management / Rolodex 1 Future consideration

Events Calendar

Access to the Events/Calendar via the Passare App would be extremly helpful for users to access on call schedules, funerals, etc...
Guest 3 months ago in Mobile 0 Future consideration

Bank Reconciliation Feature

Since there is a checkwritting feature available, it would be extremly helpful if there was also a bank reconciliation feature with reports showing what checks/transactions cleared the bank and which are still outstanding.
Londa Darwin over 2 years ago in Passare API 2 Future consideration

Set file order when sending documents for e-signature.

Dear Passare Team, First off, I want to say that I absolutely LOVE Passare! I'm continually impressed by its depth and functionality, as well as the excellent support from your team. I’m truly grateful for this program and feel fortunate to work a...
Ilex Climenhaga 5 months ago in Case Management / Files 0 Future consideration

Allow Standard Form Selection Per Organization In Global Forms

A major limitation with Global Forms is if one organization wants a form to be added to/removed from Standard Forms. In order to make this change, we have to remove them from the Global Form and move this document to their Local Templates instead....
Kaylan Johnson 2 months ago in Passare API 0 Future consideration

A checkbox for "Stillborn" that will gray out or disable date of birth/date of death

While not often, our firm handles cremations and burials for stillborn infants. The category of "stillborn" is available as an option on most forms in our state -- the best workaround currently is to put the date of birth and death as the same dat...
Joe Laedtke over 1 year ago in Case Management / Data Entry 1 Future consideration

In Arrangement tab NOTHING SHOULD BE MANDATORY

you might not know all the info when starting the page. and its a real pain
Matt Murphy 5 months ago in Case Management / Appointments 0 Future consideration