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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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Change Colors of Background

We have several people that work in more than one company in Passare. It would be so helpful if we could customize the background colors (the blue) in the companies to differentiate them at a glance. We frequently have cases created in the wrong c...
Lizz Gasbarro 10 months ago in Passare API 0 Not being considered

Creating a mapping for designated signer

We have customers who are using forms that do not always require one specific role to sign or have information populate (Informant is not always Primary Purchaser) and would like the versatility of 2.0 to pull the information based off of signer, ...
Guest 3 months ago in Passare API 0 Not being considered

Ability to Delete Completed eSignatures Forms

There are cases in which there is a guardianship for a decedent, but later on the Next of Kin take over responsibilities, thus making them the one who needs to sign forms. The old ones would need to be deleted as they are no longer accurate. Havin...
Guest 3 months ago in Case Management / Files 0 Not being considered

Refund Option Should Include More Than Just Checks

Under payments & adjustments when adding the transaction of a refund there should be fields available for data if it is a credit card refund or a cash refund. Currently there is only a field to indicate the check #. We are noting otherwise in ...
Guest 9 months ago in Case Management / Payments & Adjustments 0 Not being considered

"Add to Dictionary" option on Obituary page to bypass spell check

Funeral home names & cities are often marked as misspelled on the obituary page & can be annoying/distracting to have words underlined multiple times in each obituary. Ex: Falardeau FH in Baldwinsville, both words are underlined every time...
Madison Hicks almost 2 years ago in Case Management / Obituary 0 Not being considered

Allow Serial Numbers to Be Re-Used When Deleted Due to Error Entry

When entering serial numbers on the Inventory Management page, if a serial number is assigned to the wrong Item Name (whether by user error or based on info from previous system), the only option is to delete that serial number and re-add it under...
Kaylan Johnson almost 4 years ago in Passare API 2 Not being considered

Don't require "Appointment with" selection when setting appointment or add "pending" option

When we set up appointments with our At Need families, we don't always know which staff member will be meeting with them. In Passare, however, when entering an appointment, it's required to add the "Appointment with". Please make it possible to ad...
Guest over 2 years ago in Case Management / Appointments 3 Not being considered

Ability to Restore Deleted Checklists from Case

Idea: I have had a few instances where a checklist has been accidently deleted from a case, it would be nice if there was a way to add that deleted checklist back to the case. For example, on one of my cases I accidentally deleted the checklist ...
Guest over 4 years ago in Case Management / Checklist 2 Not being considered

Make Messenger (and Other) Exports More Easily Accessible

It would be very helpful to have Messenger Export (and Bass-Mollett) in a more easily accessible place in the case, for example, either in the Standard Forms or within the Integration Settings area. This is frequently used for Funeral Homes that h...
Kaylan Johnson over 3 years ago in Passare API 1 Not being considered

Ability to Rearrange Filtered Tabs on Inventory Management Tab

If a user creates additional tabs on the Inventory Management page (i.e., a tab for each location or a specific item category), the tabs should be able to be moved around and reordered to organize how they see fit, just like on the Case Listing pa...
Gayla Satre almost 4 years ago in Passare API 0 Not being considered