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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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Bulk Case File Deletion

There needs to be a way to delete case files in bulk, rather than one at a time.
Guest almost 2 years ago in Case Management / Case 1 Future consideration

“Keyword” search case filter

Is it possible to add a new search criteria option to the case filters? There are times when we need to pull from old cases for reference, or reference a case where something particular was in the goods and services, but can't remember which speci...
Guest 8 months ago in Case Management / Search 0 Future consideration

Multiple Roles for Same User

It would minimize the number of roles we have to create if one user could be assigned more than one role. Example: we have a director who works in our admin department. We would want to assign FD roles as well as Admin. Currently we have to create...
Jill Materia about 2 years ago in Case Management / User Management 2 Future consideration

Print and Sign Filter

Some of our bigger firms (Legacy for example) are on print and sign for their contracts. There should be a way to filter through funeral homes who are on print and sign, and what contracts they have in their system or are tied to global.
Guest over 1 year ago in Passare API 0 Future consideration

Add the ability for the Funeral Home to Lock the Planning Center Payments Page

Add the ability for the Funeral Home to Lock the Planning Center Payments Page. This way, the total that shows is correct. If the director is working on the contract and estimates are not final, they may make changes to the contract after the fami...
Julie Hofmann 9 months ago in Planning Center 0 Future consideration

Indicator in "Case Information" Sidebar for user account that created the case.

Currently, the only way to see which user created a case is to create a column in the Dashboard -- but if you're viewing a specific case, there's no way to know who created the case. The information is obviously already saved in the case, hopefull...
Joe Laedtke 9 months ago in Case Management / User Management 0 Future consideration

Display Middle Name and Suffix

I have had a request from a funeral home to have the middle name and suffix displayed on the main dashboard page in the passare beta app, rather than thew first and last name. What might be helpful is having that as a toggle feature, so as to not ...
Guest over 1 year ago in Mobile 0 Future consideration

Case Activity Feed

Managers and Admins often need to see when a case was deleted and by whom. Additionally, there are questions of when a case switched branches, when/who changed a status or a tag was selected/unselected, etc. Having a page or link to something simi...
Kaylan Johnson about 2 years ago in Case Management / Admin 1 Future consideration

View and change custom fields and case tags in the mobile beta app

Funeral Homes of Texas would like to see and be able to edit both case tags and custom fields in the Mobile Beta App.
Julie Hofmann over 1 year ago in Mobile 0 Future consideration

Beta app: Ability to input dates using the number pad

I would like the ability to input dates using the number pad instead of the scrolling numbers.
Guest over 2 years ago in Mobile 0 Future consideration