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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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Set file order when sending documents for e-signature.

Dear Passare Team, First off, I want to say that I absolutely LOVE Passare! I'm continually impressed by its depth and functionality, as well as the excellent support from your team. I’m truly grateful for this program and feel fortunate to work a...
Ilex Climenhaga about 1 month ago in Case Management / Files 0 Gathering interest

See the Pre-need

It would be nice to see what the preneed says. What has been paid? I just had a family ask me what did dad pay for? and i couldn't tell them until the next day when i had a computer.
Matt Murphy 13 days ago in Mobile 0 Planned

Custom Fields on Family & Friends

Can there be an option to add a custom field on the Family & Friends page.
Guest about 1 month ago in Case Management / Family & Friends 0 Gathering interest

Tracking on Desktop Program

It would be very beneficial for us to have tracking on the desktop version, since we don't always have our phones available, particularly when families are picking up urns at our front office.
Guest 15 days ago in Case Management / Data Entry 0 Gathering interest

Allow the Itemized Funeral Invoice to be viewable in App.

Many times families will call or follow-up with a clarification after a funeral service to inquire or clarify about an amount or title of fee listed, and if the Itemized Funeral Invoice/Statment of Goods and Services could be available in the mobi...
Erik Huehns about 1 month ago in Mobile 0 Planned

Download poems/quotes for Memorial Products

It would be great to be able to download the verses/poems that are in the template files for the prayer cards and bookmarks so that our families would have something to choose from.
Guest 17 days ago in Case Management 0 Gathering interest

Have the option to add or delete relationships like we can with physicians, churches, cemeteries, etc.

It would be really helpful if we could edit the relationship drop down list so that we do not have to hit other and continue to type an unlisted relationship every time it is needed. We should be able to edit the list ourselves and make it availab...
Guest 17 days ago in Case Management / Data Entry 0 Gathering interest

Make Files and Photos Availble in Mobile App

Our funeral home staff is relatively newer to Passare (within) the last couple of months, but we did have a previous funeral home management software provider, prior. In the mobile app, you're able to view some statistical details and have message...
Erik Huehns about 2 months ago in Mobile 0 Planned

Document Mappings - Service Info by Event Type

When mapping Event/Service Information to forms, there are currently so many different mappings that are named slightly inconsistently, that it's difficult to know what to select or search for, and some options aren't even available for every serv...
Guest about 2 months ago in Case Management / Documents 0 Future consideration

Alert Preferences for Checklist/Task Notifications

A funeral director brought up that they receive email notifications when anyone edits or completes a task in a checklist. He is the owner of the task but does not want to receive email notifications of this. There is no current setting that we are...
Jennifer Jenson 3 months ago in Case Management / Checklist 0 Future consideration