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...
It would be helpful if the checklist boxes would autosave whenever the person who is inputting the information stops moving the mouse (as it does in the planning center). I have went through various checklist steps and forgot to save, and it erase...
We use the G&S for Pre-Need cost estimates at Wenig FHs (Vertin Co) as it's most customizable; any chance we can get a "copy from" button for a spouse who selects similar services?
This would give our families two customized estimates without the hassle of re-entering.
Tagging Directors When Cremated Remains Return from Crematory
Under the cremation tab --return from crematory When a director is marked as the counselor for a case, I would like to be able to tag(@) the director in charge when cremated remains return to the funeral home. Then, Passare can send them a notific...
It would be great to be able to add the info for a second visitation as tags that I can add to an obit template. I have a FH who will do a public viewing from 4-6 and 6-8 for example and they would like to not have to enter the second service manu...
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
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.
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...
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...
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Future consideration
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Not being considered
