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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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Add Cash Sale Case Type to System Reports

Users need to be able to pull the following System Reports and specify only Cash Sale Cases, just like they can all the other case types. Detailed Items Sold Detailed Sales Items Sold
Kaylan Johnson over 3 years ago in Case Management / System Report 2 Planned

Move SSN on Vitals Page

Could you please move SSN above marital status on the Beta version of the Vitals page? Currently, you select Marital Status first, then if a spouse exists, their first & last name boxes appear. The SSN box is immediately after the spouse. At f...
Guest 11 months ago in Case Management / Data Entry 0 Planned

Global Search Improvements

Users would like improvements to the Global Search tool: Prioritize search results by recently clicked, rather than number of clicks funeral homes typically juggle a handful of cases at a time and are quickly closing these contracts out, then movi...
Jessie Goggans over 3 years ago in Case Management / Search 0 Planned

Notify of bad emails

Currently if you send a PC invite to someone, and if there's a typo in the email address, there's no way to know this. It would be helpful to notify the FD of the undeliverable email.
Guest over 2 years ago in Planning Center 0 Planned

Pending Service Filter

It would be helpful to filter cases that have any/all services Pending.
Jill Materia almost 2 years ago in Case Management / Case 0 Planned

Warning when At Need case name matches a Pre Need

This is partially a staff training issue, but it would be nice if when entering a new At Need case, should that first & last name match a PreNeed case, a warning would come up. It would need to be easy to override, but we've had a few times wh...
Holly Stammis over 2 years ago in Case Management / Case 0 Planned

Order of family members in the planning center

I enter family members into Passare based on birth order, however, the planning center alters my entries and displays them alphabetically. Keeping the same order as the case , in birth order, makes it a lot easier for families to ensure everyone i...
Guest 11 months ago in Planning Center 0 Planned

Changes to Service Details fields do not prompt to save

If you add data to the various Service Details fields, such as Music, Printed Materials, Flowers, etc., if you change pages without manually saving, Passare does not prompt you to save, therefore you lose everything you typed.
Guest almost 2 years ago in Case Management / Data Entry 0 Planned

Hide Care Center

Ops would like Care Center hidden by default and turn it on by request, like our other features. This feature is not used by all customers and can cause confusion during trainings and for new customers learning the system.
Jessie Goggans almost 3 years ago in Case Management / Care Center 0 Planned

Being able to select multiple forms at a time under templates to print

Brown Funeral Home & Cremation Services has suggested that the ability to select multiple documents under the templates page to print more than one at a time would be significantly more efficient than clicking on 8 different forms individually...
Chloe Jonas 12 months ago in Case Management / Documents 0 Planned