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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...

Case Management

Showing 30

Save common entries (like place names, common names, etc.) so we can autofill fields after typing the first few letters

As a user, it would save time and help out if common entries are saved so as we type them out, we have the option to select a commonly entered name/entry. Kind of like a predictive keyboard. For example, if my county name is really long, I could j...
Product Team almost 4 years ago in Case Management / Data Entry 0 Not being considered

Auto capitalize the first letter in fields like names, cities, etc.

As a user, it would be helpful and save time if when we entered first, middle, last names and other fields that need to be capitalized, it would automatically capitalize the first letter.
Product Team almost 4 years ago in Case Management / Data Entry 0 Not being considered

Check Numbers

Currently, when a check is flagged printed in Passare it is locked and the funeral home is unable to change the check number. It would be beneficial to be able to unlock this feature to change a check number. This would alleviate the need to void ...
Joanna Gore almost 4 years ago in Case Management / Accounting 0 Not being considered

Zip Code after street address

so I do not have to scroll through city and state to get to the zip code
Guest almost 4 years ago in Case Management 0 Not being considered

User Reports fields to indicate where the data is coming from in Passare

As a user, I would like to see where the data is coming from in Passare for the User Reports.
Product Team about 4 years ago in Case Management / User Report 0 Not being considered

Ability to have a quick add button for each section in Goods & Services

As a user, I would like the ability to have a quick add button for each of the sections on the Goods & Services page.
Product Team about 4 years ago in Case Management / Goods & Services 0 Not being considered

Adding New Column (i.e., Has Unsigned Changes) Should Add to All Filtered Tabs (Pre-Existing and Newly Created)

If a User has multiple tabs on their Dashboard (Case Listing) and they add the newly created column "Has Unsigned Changes" to the main All Cases tab, this column should appear in every tab on the current dashboard. Otherwise, the user has to clic...
Kaylan Johnson about 4 years ago in Case Management 0 Not being considered

Ability to see who is logged in from your organization and then live chat for instant messaging with team members

This would allow for somewhat direct communication between members of the same organization when a response is needed quickly. Ideally, it would have some sort of mobile component/capability for when staff is working in the field.
Guest about 4 years ago in Case Management 1 Not being considered

WePay invoice at end of month not out of transaction amount.

Bank statements don't match deposits on invoice, makes reconciliation / auditing more difficult. An invoice at the end of the month or an automatic bank transfer would be acceptable.
Jim Golub about 4 years ago in Case Management / Integrations 1 Not being considered

Allow the program to open to the Vital Stats Tab, last at-need case every time

It would be nice to allow the program to open to the Vital Stats Tab, last at-need case every time without having to tab through all cases, pre-need, and at-need, then selecting a case and beginning at the first call tab. It is a lot of unnecessar...
Product Team about 4 years ago in Case Management 0 Not being considered