đź’ˇ Share your Ideas!
ADD A NEW IDEA

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...
Share feedback 0

Case

Showing 197

Email receipt for payments

Please add the ability to quickly send an email receipt to the payor (assuming an email address is provided) for any payment methods.
Guest about 2 years ago in Case Management / Payments & Adjustments 0 Planned

Claimcheck-checkmark uploaded documents in payment screen

It would be helpful if we could see a checkmark logo or maybe change the font color of claimcheck documents that have been submitted v ones that are still needed. The quick reference tool would be helpful under the "required documents" information...
Guest about 2 years ago in Case Management / Payments & Adjustments 0 Planned

Family and Friends come over when link a cash sale to an At Need

Currently, when a FH does a cash sale and links it to an at need, they have to reenter the purchaser name and information. I think it would really help my FHs to be able to select the family and friends from a drop down from the case it is linked to.
Anna Andrews about 2 years ago in Case Management / Family & Friends 0 Planned

Custom Fields: Add type to include Family and Friends

When setting up Custom Fields, as for the Field Type. It would be good if one of the options was to be able to choose from the Family and Friends table.
Guest about 2 years ago in Case Management / Data Entry 0 Planned

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

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

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

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

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

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