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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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Create an override so that the "Preferred Name" overrides the legal name on contracts, reports, etc

Right now, any document generated uses the name you have put in "John Harry Anderson." But if he always went by Harry Anderson then the contract, front door sign, flower cards, etc, will automatically generate his full name, which wouldn't be p...
Guest 11 days ago in Passare API 0 New

Allowing Information that is mapped into a form be changed in eSignatures

It was requested that information from a case that is pulled into a form by mapping be allowed to edit or remove when drawing up the document up in eSignatures. Sometimes names are pulled in on certain signature lines b/c the form is mapped for a ...
Jennifer Jenson 13 days ago in Case Management / Documents 0 New

addition

Could you add the full contact info for the the primary purchaser on the case summary page. Right now it looks like the address and zip code is missing. Thank You. Mark olson
Guest 14 days ago in Case Management 0 Gathering interest

Messaging Allowed for All Case Types

I had a call from Zarzycki Manor Chapel wanting to use the messaging feature for an imminent need case. They had several family members and emailing them all can become tiresome when having the message in one place would be more convenient.
Guest 15 days ago in Planning Center 0 Planned

Seach bar, Pin/Save on Notification Page

It was suggested that we add a search feature to the notifications page. It would be beneficial for the search feature to allow you to search any notification no matter how old, even being able to search things you've been tagged in. Also being ab...
Guest about 1 month ago in Case Management 0 Gathering interest

Allow funeral homes to change the default payment type

Currently, when adding a payment it defaults to "cash" as the payment type. This is the least used payment type for a lot of funeral homes so they would like the ability to default it to card or check since those are used more often
Madison Hicks about 1 month ago in Case Management / Payments & Adjustments 0 Planned

Roles & Permissions for Checklist users

When using manual entry of who completed a checklist task, it shows all users in an org. Often this includes accounting users, integration partners, & FDLIC staff that is not working on checklists. Funeral Homes want a way to remove these user...
Madison Hicks about 1 month ago in Case Management / Roles & Permissions 0 Gathering interest

Allow for mass selection of cases to change case status types.

It would be nice to be able to change the case status of multipe cases at once without having to go into each individual case and change them one by one.
Guest 22 days ago in Case Management / Case Identifier 0 Gathering interest

QR Code generation in a case

It would be nice to see Passare incorporate a QR Code generation (or something similar for specific use) within a case. We have a centralized care center for 6 locations and would like to better track personal effects coming from a location to our...
Susan Espinosa about 2 months ago in Case Management / Case 0 Gathering interest

Recode the address input for the deceased so that the address can be input prior to having to select the country

It's ridiculously illogical
Guest 25 days ago in Case Management 0 New