Family and Friends: Add the ability to view details from anywhere names are shown
It would be helpful if you could view a F & F detail from anywhere in Passare where the F & F appears. For example on the Case Summary page. If you need to edit or view details of a F & F, you currently have to go to the F & F page...
We've been using Passare long enough now that we are often burying spouses, siblings, children, etc. of cases already in Passare. A staff member mentioned today that it would be really nice if there were a way to link that case number to the "fami...
There needs to be a spot for "NA" on the parents. The death certificate system has one also. Not everyone knows their parents name. Leslie Buehler is an example on D22-011.
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.
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.
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.
Please add "Estate of ___ ________" (deceased) to the list of possible payors. It is very irritating to have to add their Estate to a list of possible payors every time and then to have to select a relationship. Please have this in the system so i...
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Future consideration
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Planned
