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 23

1 VOTE

case tag-add spring burial

We have a few options under the case tag section: County Case, Covid Case (suspected), Covid Case (confirmed), Balance Forward, County Case, ND Burial. It would be especially helpful to add a "Spring Burial" or potentially a "Delayed Burial" optio...

Guest over 2 years ago in Case Management / System Report 0 Already exists

1 VOTE

Batesville Casket Company Intergration

It would be helpful to have an intergration between passare and batesville.

Guest over 3 years ago in Case Management / Admin 1 Already exists

1 VOTE

Adding NOK emails to be pulled on reports.

I had a customer request the ability to pull the NOK emails from Family & Friends for reporting purposes. She said that the FH uses those emails to do a email blast, and would awesome to get those emails from a report. The only thing I see cur...

Guest almost 4 years ago in Case Management / User Report 1 Already exists

1 VOTE

Move cases from one location to another

Currently if a preneed case is listed under a branch we are unable to move it to another branch where the family will actually be served. This means that all of the pertinent information has to be double entered (which is a huge waste of time sinc...

Guest almost 4 years ago in Case Management / Admin 0 Already exists

1 VOTE

Add Case Identifier to Cash Sale contract template for ease of reference

A while ago, yall began adding Case Numbers to At need contracts can you do the same on Cash Sale? It would help tremendously as we reference payments to our contract numbers thanks! Veronica

Guest about 4 years ago in Case Management / Case Identifier 1 Already exists

1 VOTE

Case Number Editing should be done by one person

The average database user SHOULD NOT be able to override the case# or account# unless they know how serious account or case#s are to a firm. We've utilized this in a previous database where the Admin is the only one allowed to edit Case #s, move t...

Elizabeth Reed about 4 years ago in Case Management / Case Identifier 0 Already exists

1 VOTE

Add to mapping list for documents

it would be helpful to have a mapping selection added to the dropdown that would total the days past due. When used in a document template, it would auto-calculate & populate into a document. [%PAST_DAYS_DUE%] etc. or whatever Passare suggests...

Susan Espinosa over 4 years ago in Case Management / Documents 0 Already exists

1 VOTE

Auto Generated City, State, County

It would be great if Passare had a feature to auto generate the City, State and County when we enter a zip code.

Guest almost 5 years ago in Case Management / Data Entry 1 Already exists

1 VOTE

Customize an AR Report

Being able to customize your AR report so employees can see the items you feel most important. Date of Death, Beginning Balance, Ending Balance and Date of Last Payment.

Guest almost 5 years ago in Case Management / Accounting 0 Already exists

1 VOTE

Case Identifier - issue with sequential order

I have 2 examples so far where the customer is calling to complain that their case identifiers are not going in sequential order. Ticket 78368107 the order of 001, 002, 003 & then jumped to 104. Ticket 78284028 the order of 9, 10, 11, 12 &...

Guest almost 5 years ago in Case Management / Case Identifier 0 Already exists

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