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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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Items Sold System Report

Funeral Excellence Group is intending to run the System Report "Items Sold" across all of their funeral homes. In order to easily distinguish who has sold what they are requesting a branch/location column and a funeral director (case assigned to) ...
Chloe Jonas about 2 months ago in Case Management / System Report 0 Gathering interest

Family & Friends: Don't disable email address field on the Passare side if invited by another family member

Currently, if a Family/Friend is invited to the PC via text message, by another family member (not by the FH), if we try to add an email address for them on the Passare side, we are not able to, as the field is grayed out and not available. I unde...
Guest 4 months ago in Planning Center 0 Gathering interest

Set default tab

Allow users to choose a default tab, so when you load Passare you go to the place you want, as opposed to a default "All cases" tab.
Dennis Helwig 4 months ago in Passare API 0 Gathering interest

Order of family members in the planning center

I enter family members into Passare based on birth order, however, the planning center alters my entries and displays them alphabetically. Keeping the same order as the case , in birth order, makes it a lot easier for families to ensure everyone i...
Guest 4 months ago in Planning Center 0 Gathering interest

Planning Center Merchandise needed for Preneed Clients

Families love the Planning Center to quickly update information and view merchandise for selections. Currently, Merchandise tab is only available for at-need and imminent need cases. Preneed families especially are on the move and the merchandise ...
Becky Schrader 5 months ago in Planning Center 1 Gathering interest

Matthews-Aurora Integration

I would like to see Matthews' Solution Center connect with Passare Price List and Products. This way all the images and prices shown in Matthews will be automatically brought over to Passare. Otherwise whenever I make price changes in Matthews I h...
Austin Flowers 5 months ago in Passare API 0 Gathering interest

Use Merchandise Section as a Virtual Casket Show Room

We have been brainstorming how to show caskets during in-person arrangements. Right now we use binders with printed pictures, which is ok. We have a computer in the arrangement room that uses a large tv as a monitor and we want to be able to show ...
Mara James 5 months ago in Planning Center 0 Gathering interest

Change Colors of Background

We have several people that work in more than one company in Passare. It would be so helpful if we could customize the background colors (the blue) in the companies to differentiate them at a glance. We frequently have cases created in the wrong c...
Lizz Gasbarro 6 months ago in Passare API 0 Gathering interest

Display what user is on each page

Sometimes, you can get an error on a page that says "Someone has made changes that conflict with yours...", and this is because someone else is on the page tying to make changes at the same time another user is. It would be helpful, and help strea...
Guest 8 months ago in Passare API 1 Gathering interest

Checklist customization

I have asked for the ability to customize our checklists instead Passare is working checklists on improving checklists on another platform and the main one could be improved. It is not important for us to see our beautiful logo on all in-house doc...
Elizabeth Reed 8 months ago in Case Management / Checklist 1 Gathering interest