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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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Case Management

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Show Private or Public with Services on the Dashboard

When I create a dashboard for future services, I cannot see whether a service is private or public without going into the case or going to the calendar. Can we add a column for private or public or the icon indicator to the dashboard?
Julie Hofmann about 4 years ago in Case Management / Reports & Dashboards 2 Planned

Checklist autosave

It would be helpful if the checklist boxes would autosave whenever the person who is inputting the information stops moving the mouse (as it does in the planning center). I have went through various checklist steps and forgot to save, and it erase...
Trae Cody about 1 year ago in Case Management / Checklist 0 Future consideration

It would be helpful if I could chose up to 5-10 cases at a time when importing - especially when some things transfer over but some do not.

Sometimes all the accounting information does not transfer to Quickbooks when using the all cases option. It would be helpful to be able to choose more than one case at a time to export the information.
Guest about 1 year ago in Case Management / Accounting 0 Future consideration

“Keyword” search case filter

Is it possible to add a new search criteria option to the case filters? There are times when we need to pull from old cases for reference, or reference a case where something particular was in the goods and services, but can't remember which speci...
Guest 7 months ago in Case Management / Search 0 Future consideration

We use the G&S for Pre-Need cost estimates at Wenig FHs (Vertin Co) as it's most customizable; any chance we can get a "copy from" button for a spouse who selects similar services?

This would give our families two customized estimates without the hassle of re-entering.
Guest about 3 years ago in Case Management / Goods & Services 1 Planned

Tagging Directors When Cremated Remains Return from Crematory

Under the cremation tab --return from crematory When a director is marked as the counselor for a case, I would like to be able to tag(@) the director in charge when cremated remains return to the funeral home. Then, Passare can send them a notific...
Simone Coplin about 1 year ago in Case Management / Care Center 1 Future consideration

Second Visitation tags in obituary

It would be great to be able to add the info for a second visitation as tags that I can add to an obit template. I have a FH who will do a public viewing from 4-6 and 6-8 for example and they would like to not have to enter the second service manu...
Anna Andrews almost 2 years ago in Case Management / Obituary 0 Planned

Adding filter options for Case Checklist Reporting in User Report

There is currently not a way to filter a daily checklist report by completed or not completed tasks, it pulls the entire checklist when funeral homes have asked to see just what has not been completed
Chloe Jonas about 1 year ago in Case Management / Checklist 1 Future consideration

Rolodex Check for Duplicates

User would like a "Check for Duplicates" function (like we currently have for SSN) that scans the rolodex for duplicate addresses. There are often businesses or venues that have name changes/variations, and this function will help users prevent du...
Jessie Goggans over 2 years ago in Case Management / Rolodex 0 Future consideration

Bulk Case File Deletion

There needs to be a way to delete case files in bulk, rather than one at a time.
Guest almost 2 years ago in Case Management / Case 1 Future consideration