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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...

Case Management

Showing 543

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 5 years ago in Case Management / Case / Goods & Services 0 Future consideration

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 about 1 year ago in Case Management / Price List 0 Future consideration

Notes on Obituary Page

There is not a notes section on the obituary page. Could a notes section be added for purposes of tagging each other if there are any notes.
Guest 3 months ago in Case Management / Obituary 0 Future consideration

branch assignment option for documents

We have a lot of funeral homes that have specific documents per branch. For example, a different contract for each branch. or branches that are in different cities/states require different forms. Being able to assign forms to only certain location...
Madison Hicks about 2 years ago in Case Management / Documents 0 Future consideration

Additional Check Template Tags Requested

Additional option for check date as mm/dd/yyyy (current templates output mm/dd/yy) Additional option for written check amount to have each word capitalized and to populate Five "Dollar(s)" & 00/100 (current template outputs "five & 00/100"...
Erin Merriott over 4 years ago in Case Management / Check Writing 0 Planned

Delivery To Crematory - Other Option

In the care center under cremation>deliver to crematory, can there be an "other" option so users can manually type in this field? The other sections allow for this.
Tarrence Price 6 months ago in Case Management / Care Center 0 Future consideration

Multiple Arrangements in the "Appointments Tab"

Is it possible to update Passare so that directors can add more than one arrangement meeting under the "Appointments" tab? On the rare cases where I have to meet with the same family multiple times to go over arrangements, it would be helpful for ...
Guest almost 2 years ago in Case Management / Appointments 0 Planned

Alternative Name Search

I have a preneed with a son in law in charge that has a nickname that he goes by and I entered it under alternative name AND display name under friends and family. Since that is how he is known, I searched him to find the preneed and there were no...
Angela Anello 3 months ago in Case Management / Family & Friends 0 Planned

Photo on Case Listing

Please consider adding the photo at the top of each case listing next to name, dates, case identifier so right as you open a case or while you're working on the different pages, the primary photo would always appear.
Guest almost 2 years ago in Case Management / Files 0 Future consideration

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 about 2 years ago in Case Management / Files 1 Planned