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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 the ability to @ yourself

Please add the ability to @ yourself. A coworker within our administrative department was adding info to a case on behalf of a funeral director and needed the ability to send an @ notification to herself since she is also the one who completes the...
Guest 3 months ago in Case Management / Notifications 0 Shipped

Role/Permission for Deleting Case Files

Currently there is nothing from stopping a Passare user from going into a case and deleting a case file. We currently have existing permissions from checklist tasks being deleted as well as internal notes. Marlan Gary has brought this to my intent...
Chloe Jonas about 1 year ago in Case Management / Files 0 Shipped

Preneed Collaboration

When will preneed and imminent cases be able to offer collaboration with families. ?
Guest over 4 years ago in Planning Center 2 Shipped

Google Calendar integration

I would like to see Google Calendar integration.
Jim Golub almost 4 years ago in Case Management / Calendar 2 Shipped

Reporting on Checklist Tasks

While working with Client Service's customers on workflows, there currently isn't a way to report on checklist items that are not complete. The only output via User Reports is a list of all checklist items. Attached is a User Report showing row re...
Nick Tunheim over 3 years ago in Case Management / User Report 1 Shipped

Pre-Need Page Update

The Pre-Need case pages are set up like At-Need cases. As a user, this makes it difficult to use, as some of the information captured for Pre-Need is different than what is needed for At-Need. It would be great if the Pre-Need page was updated to ...
Product Team over 3 years ago in Case Management 0 Shipped

Reminder Notifications

It would be useful if the text and email notifications were consistent and show 1. Case #/Name tagged, 2. Title of Reminder, and 3. Notes on the Reminder. Right now a text notification gives time due, case # and name, and the notes of the reminder...
Joanna Gore over 3 years ago in Case Management / Case 0 Shipped

It would be nice if we could customize the Collaboration Center to meet our Funeral Home needs.

It would be nice if we could customize the Collaboration Center to meet our Funeral Home needs. Specifically related to the Vital information that we are requesting. We don't need the extensive information such as parent info, where they were born...
Guest over 3 years ago in Planning Center 5 Shipped

Automatically lock the Case when Case is closed, so the family cannot make changes to an older Case.

We recently had a situation where a family member signed into the collaboration center to edit a new Case. However, they were on a case they had been invited to over two years ago and made alot of changes to it thinking it was for the new Case. Th...
Guest over 3 years ago in Planning Center 2 Shipped

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.
Jill Materia 10 months ago in Case Management 1 Shipped