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...
Add ability for family to assign roles in Planning Center
Funeral Homes would like the family to have the ability to assign roles (specifically Pallbearer, Honorary PB, Urnbearer) in the planning center when adding family & friends on the family page in Planning Center.
Madison Hicks
13 days ago
in Planning Center
0
Gathering interest
We have customers who are using forms that do not always require one specific role to sign or have information populate (Informant is not always Primary Purchaser) and would like the versatility of 2.0 to pull the information based off of signer, ...
Guest
13 days ago
in Passare API
0
Gathering interest
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...
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 ...
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.
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.
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