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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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search ability on Field Name for mapping

Love that we can now search the mapping options when creating a document. Could there be a way to search the Field Names? I have a couple of PDF documents that have 10+ pages of fields (many don't map, but I want to be able to type into the docume...
Holly Stammis about 2 years ago in Case Management / Documents 0 Future consideration

Merge Rolodex contacts

Rather than delete one contact, could there be a way to merge them?
Holly Stammis about 2 years ago in Case Management / Rolodex 0 Future consideration

Batch Forms Sorting by Case Number

Add a option to sort batch forms by case number when you generate them
Guest about 1 year ago in Case Management 0 Future consideration

Age on Case Menu to show as Years, Month, Day

On the a case menu on the ID Tag, if there could be an ability to have the age show as years, month, days.
Guest about 1 year ago in Case Management / Case 0 Future consideration

Add more role tags for ESignature 2.0 Mappings

Several of my funeral homes have documents that require multiple Next of Kin to sign. Currently we have "Role - Next of Kin" for mapping the ESignature to NOK1 but we need to be able to do at least 6 NOK's. This is for Washington and New Jersey cu...
Julie Hofmann about 1 year ago in Case Management / Documents 0 Future consideration

Add obit templates to Passare mobile

Users would like the option to write obits from an obit template in the Passare mobile app. Currently, it is only a text box.
Jessie Goggans about 2 years ago in Mobile 1 Future consideration

Rolodex reverse look up

In the Rolodex, it would be nice if there were a way to see what cases are associated with an entry. Examples of how I'd use this information: "I'm not getting the doctor's to pick up the phone. What did I do last time they had to sign a cert?" "T...
Holly Stammis about 2 years ago in Case Management / Rolodex 0 Future consideration

Custom Notification Groups

The ability to @mention roles is great, but we often have exceptions to the permission sets that require a custom role. For example, we might have someone in the Crematory role that also sometimes work in the Care Center, so it would make sense fo...
John Meyer about 1 year ago in Case Management / Notifications 0 Future consideration

Beta app: Ability to configure and save a case listing view.

I would like the ability to configure and save my case listing view.
Guest about 2 years ago in Mobile 0 Future consideration

Beta app: Ability to see service details

I would like to see service details in the new app (date, time, place of funeral and visitation).
Guest about 2 years ago in Mobile 0 Future consideration