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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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Tour of Duty Populate from Basic Veteran Info

Any way to have the Tour of Duty auto fill from the Basic Info on the Veteran page? It seems a waste of time to enter the same information multiple times.
John Glueckert 6 months ago in Case Management / Data Entry 1 Future consideration

Parent 1 and Parent 2 Mappings

Since the change on the Vitals Page from Mother and Father to Parent 1 and Parent 2, there are not any mapping for Parent 1 and Parent 2, rather, there are only mappings for Father and Mother. What we will need is the ability to tag and map these ...
Guest 9 months ago in Passare API 0 Planned

Capability to Pin the Column Titles on the Case Listing Page

Angie Gard with Gard Funeral Home asked if we had a way of freezing or pinning the column titles on their case listing page. She mentioned that they are struggling right now with remembering what column is what especially when they begin scrolling...
Chloe Stirling over 2 years ago in Case Management / Admin 0 Planned

Ability to delete multiple line items from a Case checklist

Not all checklist items are relevant to each case. The ability to delete multiple line items at one time would be very helpful!
Jill Materia over 1 year ago in Case Management / Checklist 0 Planned

Ability to Preview Case Files

It would be very valuable to be able to Preview Case Files within Passare. Because the system allows files to be uploaded multiple times, it's difficult to decide what to keep and what should be discarded. Rather than opening each file individuall...
Jill Materia over 1 year ago in Case Management / Files 0 Planned

Obituary AI needs to pull preceded in death by (Deceased Relatives)

This is not a bug but needed to be an idea: Bojan BojanovicOct 19, 2023 at 9:37 AM CDT @Julie Hofmann i talked with dev who implemented this, there was no requirements this kind so he made this to use only living F&F and family relationship in...
Julie Hofmann 6 months ago in Case Management / Obituary 0 Planned

Red Flag a case

On occasion, we have really touchy cases. Ones where an estranged (and sometimes deranged) family member is trying to get information they shouldn't have and could cause problems. Or ones where there's an ongoing murder investigation and reporters...
Holly Stammis over 1 year ago in Case Management / Files 1 Planned

Create a Draft or Quote of a Contract

Families often want to see multiple variations of the contract. Would be great to be able to create multiples drafts or quotes within the same case.
JOEL WALTERS over 4 years ago in Case Management / Case / Goods & Services 0 Future consideration

Ability to Re-size the "Alerts" Column on Case Listing

The Alerts column gives no column header to verify it is as small as the largest word in the title like all other columns and the only thing in the column is a bookmark symbol. It should be able to resize smaller so that it does not take up so muc...
Gayla Satre over 3 years ago in Case Management 0 Planned

Relationship of Great Great Grandchild and Great Great Great Grandchild

Having an option on the Family and Friends page for Great Great Grandchild, and Great Great Great Great Grandchild, for obituary purposes.
Guest 3 months ago in Case Management / Family & Friends 0 Future consideration