Pinned ideas

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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1 VOTE

Dropdown Case Files

When there are a lot of files/photos on the case files sidebar, if there could be an option to have a dropdown of the files, this way they are all compacted.

Guest 11 months ago in Case Management / Files 0 Future consideration

1 VOTE

Family & Friends: Don't disable email address field on the Passare side if previously invited by text

Currently, if a Family/Friend is invited to the PC via text message, either by the FH or by another family member, if we try to add an email address for them on the Passare side, we are not able to, as the field is grayed out and not available. I ...

Guest 11 months ago in Planning Center 0 Future consideration

2 VOTE

Lock Files & Photos Page in Planning Center

Skorupski Funeral Home would like to have the ability to lock the files & photos page. They are concerned families may continue to load photos even after the videos are complete on the funeral homes end. They also want to have that ability bec...

Guest almost 2 years ago in Planning Center 0 Future consideration

1 VOTE

Location Filter For Reports & Batch Forms

Several firms have asked about being able to generate a report for a specific location or locations. Could location be added as a filter option in reports and batch forms? Perhaps it could pull from the rolodex, and users can choose specific locat...

Tarrence Price 11 months ago in Case Management / User Report 0 Future consideration

2 VOTE

Saving SSN for all family members

Currently we can only save SSN for Purchaser and Co-Purchaser. It would be helpful to have this ability for other family members, when they provide it, for future services.

Jill Materia almost 2 years ago in Case Management / Family & Friends 0 Future consideration

2 VOTE

We need a way to assign names of the people who are responsible for a funeral, calling hours etc. on the funeral option tabs. They need to show when we print a daily schedule.

When we have four funerals going at the same time we need to b e able to see at a glance who is assigned to what

Guest almost 2 years ago in Case Management / Data Entry 1 Future consideration

1 VOTE

Rolodex Roles Selection

Allow you to select multiple roles when creating a rolodex entry. For example, when selecting a caller and you add a nurse. I really want to add a hospice nurse but it does not give me an option.

Dennis Helwig 11 months ago in Case Management / Rolodex 0 Future consideration

1 VOTE

Set default tab

Allow users to choose a default tab, so when you load Passare you go to the place you want, as opposed to a default "All cases" tab.

Dennis Helwig 11 months ago in Passare API 0 Future consideration

1 VOTE

Reference Case Details for Deceased Family/Friends

When entering a family member and checking the deceased box for that person, make it so you can pull in the date of death, place of burial, etc. from that family member's case entry. Example: The decedent is Jane Smith. We enter Jen Doe as her dec...

Guest 11 months ago in Case Management / Family & Friends 0 Future consideration

2 VOTE

Notification for unpaid accounts

It would be helpful if managers, accounting personnel and even directors could be alerted if the At-Need account is not paid in full before the due date.

Guest almost 2 years ago in Case Management / Notifications 0 Future consideration

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