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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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Insurance Company on Pre-Need

Dennis George Funeral Home mentioned that when logging Pre-Needs into Passare there is not a spot for them to input the Insurance Company name.
Guest 7 months ago in Case Management / Case 0 Future consideration

Date file was added

It would be helpful if the case files showed when they were added so if a family adds additional photos, i know which ones are new so that i can download just the news ones to add to a slideshow video
Guest 11 months ago in Case Management / Files 0 Planned

Time of Death Visible on Embalming Tab

When entering an embalming report, one of the information boxes requests "Time Between Death and Treatment." I then have to go scrolling through vitals to locate time of death when it would be more efficient if it was also on the embalming tab.
Simone Coplin 11 months ago in Case Management / Care Center 0 Planned

Memo Field under 'add payment' transaction doesn't wrap like the other transaction types

Saul Funeral Home is using the memo field for their 'add payments' transaction on most every transaction they enter. Currently every transaction type BUT add payment will wrap the text for the memo field. For add payment (check/cash/card/ach) the ...
Chloe Jonas 11 months ago in Case Management / Payments & Adjustments 0 Planned

Increased character count in the check # field on transaction

Saul Funeral Home is running into the issue where they do not have enough space in the check # field to put all of the information that they are needing. They have requested that this character count increase or not be limited like it currently is...
Chloe Jonas 11 months ago in Case Management / Payments & Adjustments 0 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 about 1 year ago in Case Management / Appointments 0 Planned

New Report Tags

I noticed that "disposition of remains date", "disposition of remains time", pet owner 1 & 2 phone number, and pet owner 1 & 2 email report tags are missing. Is it possible to add these?
Tarrence Price 4 months ago in Case Management / User Report 0 Planned

Planning Center tab > Messaging: Show latest message first when more messages are present than will show without scrolling.

Show latest message first when more messages are present than will show without scrolling. Currently, if you have a lengthy conversation in Messaging, when you go to that page, the messages window is shown, with the top-most message first. That's ...
Guest 7 months ago in Case Management / Data Entry 0 New

Add Case ID to "AtNeed Fields Required to Sign" Section

French Funeral Home would like the option to require the case id to be entered before they can sign the case. This could go along with the other items in the "AtNeed Fields Required to Sign" Section.
Julie Hofmann 4 months ago in Case Management / Case 0 Planned

Rolodex access within a case (specifically At-Need cases)

Having the ability to lookup a phone number or a cemetery charge in the rolodex while not having to leave the case would be extremely helpful. Even if you could do a quick search in the rolodex and click on the person/organization you need and the...
Guest 4 months ago in Case Management / Rolodex 0 Future consideration