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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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Add the ability to @ within a Custom Field

Please add the ability to send an @ notification within a custom field text box.
Guest about 1 year ago in Case Management / Data Entry 0 Future consideration

Reminders on contract line items

it would be nice to have the ability to set reminders on an line item in the Goods & Services page. If a service is a month away, then we might not want to order the flowers or casket, or whatever the item may be so far in advance. Or if we do...
Susan Espinosa 4 months ago in Case Management / Goods & Services 0 Future consideration

Tag Users in Care Center Notes

It would be helpful if funeral directors could tag other users in notes sections in the Care Center. For example, on the Appearance page, in the Hairdressing section the Description of Request box.
Guest 8 months ago in Case Management / Care Center 0 Future consideration

Military Honors Status Needed on Veterans Information Page

I noticed when I took a military honors confirmation that there isn't a specific place in Passare to document this. Nor is there a place for the director to indicate honors were requested. I added my confirmation to the notes section on the vetera...
Guest over 1 year ago in Case Management / Data Entry 1 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 almost 2 years ago in Case Management / Checklist 0 Planned

Ability to text message families through Passare

The ability to text families through Passare would be awesome! Many families like to communicate this way but many funeral directors choose to not provide their cell phone numbers. If we had this ability through Passare that would be excellent and...
Product Team over 4 years ago in Case Management 2 Planned

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 about 1 year ago in Case Management / Payments & Adjustments 0 Future consideration

New Event attendance category

When adding an event, under attendance we can choose either private or public. I would like to add an additional category "Public/No Funeral Home" for those events the family is having on their own without funeral home staff assisting. This event ...
Guest 5 months ago in Case Management / Calendar 0 Future consideration

Filter by custom field dates on dashboards

Several of my firms have to add custom fields with dates to accommodate reporting. This particular one is the arrival date for pet cases at Best Friends pet crematory. They have to filter their Graystone reports off of this date. Could we add the ...
Julie Hofmann 5 months ago in Case Management / Reports & Dashboards 0 Planned

Custom Fields on AI Obituary

Piasecki Funeral Home pointed out that they any of the information that they input on their custom fields was not pulling over onto the AI Obituary. This would be helpful for custom fields that list high school grad yr, high school name, etc.
Guest 5 months ago in Case Management / Obituary 0 Future consideration