đź’ˇ Share your Ideas!
ADD A NEW IDEA

Pinned ideas

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...
Share feedback 0

All ideas

Showing 18

In Arrangement tab NOTHING SHOULD BE MANDATORY

you might not know all the info when starting the page. and its a real pain
Matt Murphy about 2 months ago in Case Management / Appointments 0 Gathering interest

Date formatting is problematic

I recognize that this is an American company, but formatting dates 03/07/24 doesn't work universally in other countries - it could be interpreted as March 7 or July 3, depending on who is submitting the information. This has a high likelihood of c...
Guest 25 days ago in Case Management 0 Gathering interest

Add a save button

No description provided
Guest 25 days ago in Case Management 0 Gathering interest

Ability to lock case files

It would be nice to have the ability to lock case files so that families cannot upload any more photos/documents once we have downloaded them and started working on the media for the funeral. They would have to contact us directly to make those ad...
Guest about 1 month ago in Planning Center 0 Gathering interest

Rolodex share contact

In many cases funeral directors or office staff have to access multiple locations, it would be convenient to access rolodex contacts that are shared between all the locations without creating another contact of the same person/church/cemetery in t...
Guest about 2 months ago in Case Management / Rolodex 0 Gathering interest

Ability To Resend Multiple Forms At Once

When sending forms for signature in eSignatures, there is the ability to choose more than one form to prepare and send at one time. If the email needs to be resent to those signers to sign those forms, as it is, only one document can be resent at ...
Jennifer Jenson about 2 months ago in Planning Center 0 Gathering interest

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

Recode the address input for the deceased so that the address can be input prior to having to select the country.
Guest 4 months ago in Case Management 0 Gathering interest

Mobile Browser: Stay logged in longer

Currently if using full Passare on a Mobile Browser (not the mobile app), if you leave the browser to do something else, it logs the user out immediately. This is very frustrating. Many times you may need to leave the browser to look at another do...
Guest 6 months ago in Case Management / Security 0 Gathering interest