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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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Case Management

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Check Numbers

Currently, when a check is flagged printed in Passare it is locked and the funeral home is unable to change the check number. It would be beneficial to be able to unlock this feature to change a check number. This would alleviate the need to void ...
Joanna Gore about 4 years ago in Case Management / Accounting 0 Not being considered

Add to the GPL on the fly

Like with the Rolodex entries, allow users to enter an item into the GPL while creating a Goods and Services contract.
Dennis Helwig 3 months ago in Case Management / Price List 0 Future consideration

"Do Not Contact" Role for Family/Friends

There are some cases where family members do not want us to give out information to specific people. It would be helpful to be able to add them to the friends/family list with a role of something to the effect of "Do Not Contact" so any other dire...
Guest 4 months ago in Case Management / Family & Friends 1 Planned

Add drop down in service entry area on funeral options that states This Event is Not Staffed

This drop down would be very helpful for assistants and people answering the phone to know it is not staffed, it should also show on the page after you save so they do not have to go into the service as if to make changes. In Funeral Options
Guest 5 months ago in Case Management / Appointments 0 Planned

Refund Option Should Include More Than Just Checks

Under payments & adjustments when adding the transaction of a refund there should be fields available for data if it is a credit card refund or a cash refund. Currently there is only a field to indicate the check #. We are noting otherwise in ...
Guest 7 months ago in Case Management / Payments & Adjustments 0 Not being considered

Add the ability to @ within a Custom Field

Please add the ability to send an @ notification within a custom field text box.
Guest 7 months ago in Case Management / Data Entry 0 Future consideration

Please add Money Order as a Payment Option

We have families who pay with a Money Order. We would like an option to designate as such. Thanks!
Jill Materia 8 months ago in Case Management / Payments & Adjustments 0 Future consideration

Checklist customization

I have asked for the ability to customize our checklists instead Passare is working checklists on improving checklists on another platform and the main one could be improved. It is not important for us to see our beautiful logo on all in-house doc...
Elizabeth Reed 9 months ago in Case Management / Checklist 1 Gathering interest

Have the option to show a payment as anonymous on the statement.

No description provided
Guest 9 months ago in Case Management 0 Future consideration

QR code tracking for pets

You have the QR code system for humans. Why not have it for pets. It is nice to be able to see the human cases we are serving through the cremation process. Logging in the retort, processor, urn ready to go to location and urn received at location...
Guest 11 months ago in Case Management / Security 0 Future consideration