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...

Case

Showing 195 of 561

2 VOTE

Ability to Rename the 'Custom Fields' Tab on the Navigation Bar

Within the navigation bar of a case, I would like the ability to rename the 'Custom Fields' tab, to something related to what I use the fields for.

Guest over 4 years ago in Case Management / Case 0 Not being considered

2 VOTE

Credit Card Fee Calculator

For the credit card processing we really need to find a way to have it calculate the fee amount for them. They can even choose or 'bubble' if the Family or Funeral Home is paying the fee, then it calculates it for them. Similar to how it does in t...

Guest over 4 years ago in Case Management / Payments & Adjustments 0 Not being considered

1 VOTE

Cemetery phone number on disposition page

We get the address but not the phone number on that landing page.

Holly Stammis over 2 years ago in Case Management / Data Entry 0 Planned

1 VOTE

Sending the family a link for ID View

ID View so there is the capability to send the family a link so they can do the ID view and the link would expire after the ID's have been seen.

Chloe Jonas over 2 years ago in Case Management / Case 0 Planned

1 VOTE

Ancient Burials - British Columbian, Canada Field differences.

I am currently working with Zane Green at Ancient Burials, a Canadian firm. There are a few things he has pointed out to me in Passare that doesn’t match to the information they would need to record. On the First Call page, we have changed Social ...

Chloe Jonas over 2 years ago in Case Management / Data Entry 0 Planned

1 VOTE

Restrict ability to delete case files by user role

Restrict the ability to delete uploaded case files by user role, only allowing admins or other designated user roles the ability to delete those files. Would allow us to rely less on paper files and rely more heavily on Passare if we knew uploads ...

Melissa Steeber over 2 years ago in Case Management / Files 0 Planned

1 VOTE

Add Step-Grandchild to Relationship dropdown on F&F page

Add Step-Grandchild to the relationship dropdown on the F&F page.

Guest over 2 years ago in Case Management / Family & Friends 0 Planned

1 VOTE

The ability to copy a product/package

A lot of times, the majority of a product or package will mirror another product/package. It would be able to copy that product/package instead of having to create one from scratch. This could be a big time saver.

Alice Brousseau over 2 years ago in Case Management / Goods & Services 0 Planned

1 VOTE

The ability to print name tags from the family listing

I think it would be helpful to have a template that is able to generate the names of family members and their relationships to the deceased on labels that we can use as name tags for visitation and services.

Guest almost 3 years ago in Case Management / Family & Friends 0 Not being considered

1 VOTE

Care Center-Cremation Tracking

User Story Kelsey, We are in desperate need of changing how we track urns after cremation. I have been looking at the cremation tracking section on Passare, but feel it needs to be revamped before we can jump over to it. The following requests wil...

Guest over 3 years ago in Case Management / Care Center 0 New

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