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Pinned ideas

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 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 about 1 year ago in Case Management / Obituary 0 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 almost 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 checklis...
Guest almost 4 years ago in Case Management / Checklist 2 Not being considered

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 10 months ago in Passare API 0 Not being considered

Check Numbers

Currently, when a check is flagged printed in Passare it is locked and the funeral home is unable to change the check number. It would be beneficial to be able to unlock this feature to change a check number. This would alleviate the need to void ...
Joanna Gore over 3 years ago in Case Management / Accounting 0 Not being considered

Allow all communication (messages, emails, notes) with family to be tied within the case

As a user, it would be helpful to be able to tie all our communication with the family to the case. So when we pull up the case, we can see all forms of communication (such as emails, messages, etc.) we have had with the family.
Product Team almost 4 years ago in Planning Center 0 Not being considered

adding an option to use military time

Everything we do is on military time, to avoid mistakes: Death Certificates, Time of Death, Appointments, you name it. Having this option will make your software more appealing.
Guest over 3 years ago in Case Management 2 Not being considered

Auto capitalize the first letter in fields like names, cities, etc.

As a user, it would be helpful and save time if when we entered first, middle, last names and other fields that need to be capitalized, it would automatically capitalize the first letter.
Product Team over 3 years ago in Case Management / Data Entry 0 Not being considered

Zip Code after street address

so I do not have to scroll through city and state to get to the zip code
Guest over 3 years ago in Case Management 0 Not being considered

Different color/theme options for Dashboard

It would be nice if there were different color/theme options for Dashboard.
Product Team almost 4 years ago in Case Management 1 Not being considered