Pinned ideas

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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Showing 442 of 442

2 VOTE

receipt of ashes form.

eceive the We need a form for the person receiving ashes to sign showing their right to recieve the ashes and there acknowledgement of reception. I,name, am the authorizing agent of Name of Deceased and/or have the legal right to control the dispo...

Guest 17 days ago in Case Management / Documents 1 Already exists

2 VOTE

We need a way to assign names of the people who are responsible for a funeral, calling hours etc. on the funeral option tabs. They need to show when we print a daily schedule.

When we have four funerals going at the same time we need to b e able to see at a glance who is assigned to what

Guest 17 days ago in Case Management / Data Entry 1 Gathering interest

3 VOTE

Ability to Preview Case Files

It would be very valuable to be able to Preview Case Files within Passare. Because the system allows files to be uploaded multiple times, it's difficult to decide what to keep and what should be discarded. Rather than opening each file individuall...

Guest 25 days ago in Case Management / Files 0 Gathering interest

2 VOTE

Check for duplicate decedent names.

Guest 18 days ago in Case Management / Data Entry 0 Already exists

1 VOTE

On the top banner of a case it would be helpful to have the age of the decedent in the format of years, months and days instead of just years.

No description provided

Michael Steele 10 days ago in Case Management / Profile 0 Gathering interest

2 VOTE

Change the icons to thumbnails on the files and photos page

It would be helpful for the family if they could view what photos they had loaded in the planning center under files and photos. Currenlty it just shows the file type but a thumbnail of the image would be more helpful. See screenshot.

Julie Hofmann 19 days ago in Planning Center 0 Gathering interest

6 VOTE

Bank Reconciliation Feature

Since there is a checkwritting feature available, it would be extremly helpful if there was also a bank reconciliation feature with reports showing what checks/transactions cleared the bank and which are still outstanding.

Londa Darwin 2 months ago in Passare API 0 Gathering interest

3 VOTE

Second Visitation tags in obituary

It would be great to be able to add the info for a second visitation as tags that I can add to an obit template. I have a FH who will do a public viewing from 4-6 and 6-8 for example and they would like to not have to enter the second service manu...

Anna Andrews about 1 month ago in Case Management / Obituary 0 Gathering interest

1 VOTE

Option to select the coroner who signed off on cremation auth

It would be helpful for documentation's sake and for the EDRS sync if there was an option to say which coroner signed off on the cremation authorization.

Anna Andrews 12 days ago in Case Management / Case 1 Gathering interest

2 VOTE

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 23 days ago in Case Management / Data Entry 0 Planned

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