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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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Pop-Up Alert For Changing Items When a Price List Import is Scheduled

Since an item can now be manually updated while a scheduled price list import is pending and the import will overwrite the item, all users should receive a pop-up alert when trying to manually update an item (similar to the one about Saving withou...
Kaylan Johnson 12 days ago in Passare API 0 Planned

Completed tasks should automatically be moved to the bottom of the checklist within the case

Users with more comprehensive checklists experience inefficiency when looking through their checklist to view only incompleted tasks within the case. While there is an option to view inpcomplete tasks on the Tasks Dashboard, this does not help wit...
Kaylan Johnson 3 months ago in Case Management / Checklist 0 Closed

Funeral Options - Add Event Fields Blank

On the funeral options page, the fields under add event now have info prefilled. I've spoken with a few funeral homes who have expressed that this causes confusion. Can we perhaps have the event name, date, and time fields default to "select" inst...
Tarrence Price about 1 month ago in Case Management / Appointments 0 Gathering interest

Add Delivered To Locations on Merchandise Page of Care Center

Connelly McKinley said their vaults are always delivered directly to the cemetery not to the funeral homes. They need to be able to add new locations to the Delivered To on the merchandise page of the care center. Currently you can only pick from ...
Julie Hofmann 15 days ago in Case Management / Care Center 0 Planned

Create Setting to Allow Rolodex to Feed Down to Child Orgs

Many larger organizations have a parent/child org hierarchy due to staffing access, etc. and frequently need the option to share Rolodex entries from the parent level. Here are a couple of examples where this causes issues with the way it works to...
Kaylan Johnson about 2 months ago in Case Management / Rolodex 1 Gathering interest

Change wording on Obituary page when Locked

It is confusing that when the FH locks the obituary, the PC side says the obituary has been "approved". This is problematic because sometimes it is locked before the obituary is finished and the families can see that it is not done. When it is loc...
Madison Hicks 17 days ago in Planning Center 0 Planned

Adding Funeral Homes To Global Forms

When adding funeral homes to global forms, the system will take you back to the top of the list. This can slow the process down quite significantly, especially when it comes to orgs such as Vertin & Legacy, who have multiple locations. If we w...
Tarrence Price about 1 month ago in Case Management / Documents 0 Gathering interest

Allow Standard Form Selection Per Organization In Global Forms

A major limitation with Global Forms is if one organization wants a form to be added to/removed from Standard Forms. In order to make this change, we have to remove them from the Global Form and move this document to their Local Templates instead....
Kaylan Johnson about 1 month ago in Passare API 0 Gathering interest

Fingerprint Scanner

We have currently been using the THUMBIE fingerprint scanner to upload and then move the print to passare but are having some issues with their setup. Maybe, just maybe, there could be a plugin written to attach a bluetooth scanner like this so th...
Trae Cody 3 months ago in Mobile 0 Future consideration

Care Center Tracking Checkbox

When you are in the process of converting a case to an at-need, most fields under case information light up as soon as you check the box before you hit save. Can this happen for the care center tracking box as well? Currently, you have to save and...
Tarrence Price 18 days ago in Case Management / Care Center 0 Gathering interest