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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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Adding filter options for Case Checklist Reporting in User Report

There is currently not a way to filter a daily checklist report by completed or not completed tasks, it pulls the entire checklist when funeral homes have asked to see just what has not been completed
Chloe Jonas about 1 year ago in Case Management / Checklist 1 Future consideration

Bulk Case File Deletion

There needs to be a way to delete case files in bulk, rather than one at a time.
Guest almost 2 years ago in Case Management / Case 1 Future consideration

Making End Time for services option on the Funeral Options Page

Johnson Romito Funeral Home does not always publish an end time to their services and would like the option of including a start time without also listing an end time.
Chloe Jonas over 1 year ago in Case Management / Data Entry 0 Planned

Ability to edit Case File Name

Would like to be able to right click on a case file and change the name of it.
Susan Grieco about 3 years ago in Case Management / Files 0 Planned

Ability to e-sign in funeral home

Would like to challenge Passare to add the ability for customers to sign documents via a pad connected (via USB) to a laptop such as Topaz Systems S460 (I've used in doctor offices, pharmacies, banks, etc.) for them to sign contracts, cremation au...
Elizabeth Reed about 2 years ago in Case Management / Printing 0 Planned

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 3 years ago in Case Management / Appointments 3 Not being considered

Manually insert a Checklist

From what I can tell, the only way to get a checklist to show up is for it to happen automatically, based on certain criteria. That works great, but if something changes in that criteria, there's no way to manually insert a pre-populated checklist...
Guest almost 3 years ago in Case Management / Checklist 1 Planned

Case creation/Sync

Since there is a Messenger export for Make It Personal, wondering if there is a possibility to have a sync of name, dob, dod to their FloralXpress flower management app. This would be helpful for families who do not have printed materials, but hav...
Susan Espinosa 9 months ago in Case Management / Case 0 Future consideration

Ability to add a date field in e-signature 2.0 separate from the signature field

Legacy has asked for the ability to add a date field to their e-signature documents that is seperate from the signature field. Currently, when adding signature mapping you can remove the date and just leave the signature but you cannot remove the ...
Chloe Jonas 9 months ago in Case Management / Case 0 Planned

Ability to see who adds an attachment/case file and when.

Having the ability to see who adds a case file and when they add it would be extremely beneficial. There are situations where you may need to ask somewhere where they got the file or how they got it, and with a bunch of employees it's really hard ...
Guest over 1 year ago in Case Management / Files 0 Future consideration