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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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Mobile Browser: Stay logged in longer

Currently if using full Passare on a Mobile Browser (not the mobile app), if you leave the browser to do something else, it logs the user out immediately. This is very frustrating. Many times you may need to leave the browser to look at another do...
Guest 3 months ago in Case Management / Security 0 Gathering interest

Expand text field for Church Affiliation and Disposition Details

We would like the ability to add more text to Church Affiliation (Funeral Options) and Disposition Details (Disposition).
Jill Materia 7 months ago in Case Management 0 Future consideration

Ability to bypass multiple signature/initials based on roles

Einans at Sunset would like a quicker way to bypass signatures and initials if there is not a family member that has the role assigned to that field. Example; their direct cremation form asks for initials from NOK1, 2, 3, and 4 but if they only ha...
Julie Hofmann 4 months ago in Case Management / Case 0 Future consideration

Remove the branch name from the location name on "Last Location" column

Funeral Homes would like for the full branch name to be removed from the location column for decedent tracking dashboards. This being in front of the actual location name from the app, takes up way too much room and is unnecessary especially for f...
Julie Hofmann 4 months ago in Case Management / Reports & Dashboards 0 Planned

Creating a mapping for designated signer

We have customers who are using forms that do not always require one specific role to sign or have information populate (Informant is not always Primary Purchaser) and would like the versatility of 2.0 to pull the information based off of signer, ...
Guest 7 months ago in Passare API 0 Not being considered

Add weight and height to all case types, entry in First Call

When creating a first call, a weight is essential to know the personnel and resources needed for the pickup, regardless if it is a cremation or not. Height would also be helpful as it is a good identifier of the decedent.
Dan OBrien over 1 year ago in Case Management / Data Entry 0 Planned

Default select the Payer in the email receipt field

typically, the receipt will need to be emailed to the payer on the transaction. When the Payer is selected, ideally, it would default to putting their name in the "email receipt" field to avoid having to choose the payer and then search again for ...
Madison Hicks 7 months ago in Case Management / Payments & Adjustments 0 Planned

Esignature Permissions/ Restrictions

Customer would like the restriction to allow users with the setting to be able to download signed forms or see if the forms are still pending signature, but not be able to send forms for signature.
Guest 4 months ago in Passare API 0 Future consideration

Unknown Time of Death

Currently there is not a way to indicate if the time of death is unknown. It would be really helpful to be able to indicate this!
Anna Andrews almost 2 years ago in Case Management / Case 1 Future consideration

Ability to Default a Funeral Director

It would be really beneficial to have the ability to set a default Funeral Director especially when there is only one Funeral Director in the Funeral Home. This way the funeral director doesnt have to assign themselves to every single case.
Guest over 3 years ago in Case Management / Data Entry 1 Planned