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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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Additional Religious Preference Options

As there are many additional religious preferences not already listed it would be helpful if an "Other" option was added that would then allow the director to type the religious preference in. This would alleviate the Passare staff from having to ...
Guest almost 2 years ago in Case Management / Case 0 Future consideration

Image Files in Custom Fields

Having the ability to upload a photo in a custom field either to map to a document or for reference would be highly useful. We do custom printing for a majority of our families and having the ability to save these photos in the file would be highl...
Erin Murphy almost 5 years ago in Case Management 0 Future consideration

Bulk delete reports

How can we delete previously created reports from the lists? i can only imagine keeping them makes rendering the list slower, but i can only delete old reports one at a time?
Kurt Edenbach 12 months ago in Case Management / System Report 0 Future consideration

Add Dropbox to the API list

As a user, I would like the ability to integrate with Dropbox.
Christy Johnson almost 5 years ago in Passare API 0 Future consideration

Set default page to open

As the bookkeeper, there are only two screens I look at for the most part. I'm either on Goods & Services or Payments. It would be so awesome if we could set a preferred page for Passare to open to on default. There are others who perform spec...
Lizz Gasbarro 12 months ago in Case Management / User Management 0 Future consideration

Matthews-Aurora Integration

I would like to see Matthews' Solution Center connect with Passare Price List and Products. This way all the images and prices shown in Matthews will be automatically brought over to Passare. Otherwise whenever I make price changes in Matthews I h...
Austin Flowers 12 months ago in Passare API 0 Future consideration

A way to respond to messages and notifications

We use the Organization Messages and Reminders and Notifications more and more to communicate. I could see us potentially moving away from Slack and text messaging for communicating our "outside of cases" conversations and memos. But the reasons w...
Holly Stammis almost 3 years ago in Case Management / Notifications 1 Future consideration

Allow pdf documents to be attached to the note section of checks

It would be helpful to attach invoices to the notes section of a check for quick reference between accounting and the funeral home.
Duane Morey about 2 years ago in Case Management / Accounting 0 Future consideration

National VA Cemetery - FH ID Numbers

Just found out VA Cemeteries give ID numbers to FHs. I didn't know about this. My suggestion is to have a space in the location details of a FH location for this info, and then display it at the top of the Veteran Information Tab in any case that ...
Zach Moore about 2 years ago in Case Management / Organization Info 0 Future consideration

date of death type

For the date of death in First Call and Vital Statistics section can there be an option for choose the type of death date like below.
Guest about 2 years ago in Case Management / Data Entry 1 Future consideration