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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...
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Family & Friends Spouse Option

It would be very helpful in my opinion to have an available option when a family member is listed to have a space for their spouse or significant other. Also it would need to populate that person in parentheses in the obituary.
Guest over 1 year ago in Case Management / Family & Friends 0 Already exists

Custom Fields: Add type to include Family and Friends

It coud be helpful if the Planning Center asked some additional questions of the family members... Maybe another tab on the Info page Viewing preferences Public Family only No viewing Would you like embalming for viewing purposes? Disclaimer: Emba...
Guest over 1 year ago in Planning Center 1 Already exists

Self populate where information has already been provided on another screen so you don't have enter it. Flash if their is more than one person with the same name.

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Guest about 2 years ago in Passare API 0 Already exists

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

Dashboards/Whiteboards - "Copy to Another Org" Option

Super Admins (SA) typically create a Dashboard and Share it as an example of 'Default' options for Whiteboards. However, the SA then has to maintain that Dashboard for each org so that the Users can continue to have access to it. As a workaround, ...
Kaylan Johnson over 2 years ago in Passare API 0 Already exists

Create Permission for Promoting Rolodex Entries

Users would like the option to restrict/allow certain roles access to promote Rolodex entries. This should apply to Custom Entries (blue 'plus' icon > Save to Organization Rolodex' checkbox) and Main Rolodex (Admin > Rolodex > click into ...
Jessie Goggans almost 3 years ago in Case Management / Roles & Permissions 1 Already exists

Batesville Casket Company Intergration

It would be helpful to have an intergration between passare and batesville.
Guest almost 3 years ago in Case Management / Admin 1 Already exists

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 over 3 years ago in Case Management / User Report 1 Already exists

alerts

It would be great if we would be alerted if a change had been made to a case.
Guest over 3 years ago in Planning Center 1 Already exists

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 over 3 years ago in Case Management / Admin 0 Already exists