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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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Send E-signatures out of the country

We deal with funeral homes in Poland, and sometimes, family members need to sign documents in Mexico. However, e-signatures links cannot be opened in Poland. It would be very helpful to have the ability to send these documents out of the country.
Angela Anello 15 days ago in Case Management 0 New

Events Calendar

Access to the Events/Calendar via the Passare App would be extremly helpful for users to access on call schedules, funerals, etc...
Guest 16 days ago in Mobile 0 Gathering interest

Completed tasks should automatically be moved to the bottom of the checklist within the case

Users with more comprehensive checklists experience inefficiency when looking through their checklist to view only incompleted tasks within the case. While there is an option to view inpcomplete tasks on the Tasks Dashboard, this does not help wit...
Kaylan Johnson about 1 month ago in Case Management / Checklist 0 Closed

Branch Specific Standard Forms

Being able to select documents to show in the standard forms based on either organization or branch would allow greater organization for our firms that are in multiple cities/counties and need specific forms for each location.
Madison Hicks 17 days ago in Case Management / Documents 0 Planned

Add or Edit Family Email after Planning Center Invite Sent

Sometimes, families do not provide their email address right away, but still want the planning center invite. Once we meet with them and they provide us their email, it cannot be added to their profile as it is grayed out. Why is this and can this...
Guest 18 days ago in Case Management 0 New

Fingerprint Scanner

We have currently been using the THUMBIE fingerprint scanner to upload and then move the print to passare but are having some issues with their setup. Maybe, just maybe, there could be a plugin written to attach a bluetooth scanner like this so th...
Trae Cody about 1 month ago in Mobile 0 Gathering interest

Create Planning Center Originated documents to show in separate section

Create a tab on the Case Files page to separate files that originated from the Planning Center. Ideally, there would be 3 tabs: 1 for ALL Case Files, including files from the funeral home and the planning center, 1 for case files added only by the...
Madison Hicks 10 days ago in Case Management / Files 0 Gathering interest

Under planning center, can pre need cases please have the preference questions listed too. For some reason, that tab is not listed for Pre-needs.

It makes no sense not to have the Preference Questions included for Pre-needs. It handcuffs the funeral homes that create their own preference questions.
Guest 11 days ago in Planning Center 0 Planned

Is there a way to send planning center invite from the funeral home? Not Passare. Many families lose invite and they can't find the email. It seems we have had many families that struggle with invite process. Also, is there a way that it doesnt end up in their spam folder? Lastly, could there be a section that families could could 'login' from our funeral home website as that is where they go to resign in?

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Guest 11 days ago in Planning Center 0 New

Tracking app needs ability to use face ID and remember user name and password on private device

It is terribly annoying to have to log in everytime tracking especially as busy as we are. If it's a private device, the app should remember the username and password and/or use facial recognition to access the app.
Angela Anello 11 days ago in Mobile 0 Gathering interest