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...

Case Management

Showing 421 of 551

1 VOTE

son/daughter spouse included in AI Obit along with place they live. Ex Jimmy (Beth) Rose, Miami, Florida

No description provided

Joe Egner 14 days ago in Case Management / Obituary 0 Gathering interest

8 VOTE

Add the ability to distinguish between family balance due and balance paid by pre-need policy

I am requesting a feature that would allow us to distinguish between goods and services that are covered by a pre-arranged policy and items that the family adds to the contract at the time of death. It would be helpful for Passare to automatically...

Corbin Kill 3 months ago in Case Management / Goods & Services 0 Future consideration

1 VOTE

Default select the Payer in the email receipt field

typically, the receipt will need to be emailed to the payer on the transaction. When the Payer is selected, ideally, it would default to putting their name in the "email receipt" field to avoid having to choose the payer and then search again for ...

Madison Hicks 14 days ago in Case Management / Payments & Adjustments 0 New

10 VOTE

Dark Mode/Version of Passare

Jeremey Heath with Heath Funeral Home has asked if we were able to have a 'dark mode' of Passare. He has mentioned on several occasions that he struggles to see/navigate his webpage.. even after he has adjusted his brightness and monitor settings.

Chloe Jonas 5 months ago in Case Management / System 0 Future consideration

2 VOTE

Adding Additional Categories to Care Center Embalming Fluids

Adding the ability, within Admin > Care Center, to add additional categories with subsequent dropdowns, rather than typing out the additional Fluids underneath "other", especially if there are multiple being added/used in the FH process.

Guest 29 days ago in Case Management 0 Future consideration

2 VOTE

Add Memorial Donation without a Website

Please allow memorial donation organizations to be added without a website. In some small towns, local organizations/businesses do not have a website.

Guest 29 days ago in Case Management / Obituary 0 Gathering interest

2 VOTE

Date file was added

It would be helpful if the case files showed when they were added so if a family adds additional photos, i know which ones are new so that i can download just the news ones to add to a slideshow video

Guest about 1 month ago in Case Management / Files 0 Gathering interest

2 VOTE

Add a place to add clergy name

Need a place to record the clergy name so that it can be found if we are doing a case and want to see who the clergy was on a previous case.

Charles Evans about 1 month ago in Case Management / Data Entry 1 Gathering interest

6 VOTE

It would be really helpful if more than one item at a time could be deleted from the checklists.

The checklists are inefficient. It is time consuming to delete items one at a time. We do not use this feature as much as we'd like because of this.

Guest 4 months ago in Case Management / Checklist 0 Future consideration

1 VOTE

Phone Number

Showing the family members phone number next to the email address in family and friends would be helpful.

Guest 22 days ago in Case Management / Family & Friends 0 Gathering interest

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