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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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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 about 3 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 about 3 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 3 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 3 years ago in Case Management / Goods & Services 0 Planned

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

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 about 4 years ago in Case Management / Care Center 0 New

Remove the zipcode 55083 for Stillwater MN, it is no longer a zip and there are no residence there.

When I looked it up here is what I found and it says zero residents and we have never used this zipcode since I have been here almost 8 years. I think it is safe to delete it. https://www.zip-codes.com/zip-code/55083/zip-code-55083.asp Thanks Jason
Julie Hofmann about 4 years ago in Case Management / Data Entry 0 Not being considered

Add acquaintances phone numbers to Case Summary

It would be helpful to see easily acquaintances phone numbers when looking up a case. I would suggest including this info where they are listed on Case Summary and on Family & Friends pages.
Guest over 4 years ago in Case Management / Family & Friends 1 New

Auto Generated City, State, County

It would be great if Passare had a feature to auto generate the City, State and County when we enter a zip code.
Guest almost 5 years ago in Case Management / Data Entry 1 Already exists

Ability to have a quick add button for each section in Goods & Services

As a user, I would like the ability to have a quick add button for each of the sections on the Goods & Services page.
Product Team almost 5 years ago in Case Management / Goods & Services 0 Not being considered