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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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Ability to pin important Notes

As a user, it would be great to have the ability to pin important notes about a case somewhere on the page where it is easy to see. Users could also unpin the note once they don't need it anymore. This would help us highlight important information...
Product Team almost 5 years ago in Case Management / Notes 1 Planned

Ability to Restore Deleted Checklists and Ability to Create a New Checklist within a Case

I see we have an older idea related to a portion of this idea that was marked as "will not implement". The comment suggests to have a list of the checklist items on your computer so you can rebuild. You cannot create a new checklist within the cas...
Erin Merriott over 4 years ago in Case Management / Checklist 3 Planned

Item availability based on branch when building packages

Currently when building packages if you select that the package is only for a specific branch, the item drop downs still contain every price list item for every branch. The item names don't indicate what branch they are for either. You end up need...
Erin Merriott over 4 years ago in Case Management / Price List 4 Planned

Add the ability to @ within a Custom Field

Please add the ability to send an @ notification within a custom field text box.
Guest over 1 year ago in Case Management / Data Entry 0 Future consideration

Add spacing and font options for Organization Message

I regularly send out Organization Messages to staff through Passare. The only problem is that alll text is squished together. There is no ability to space out sentences or paragraphs or bullet points. Additionally, there is no option for bold, ita...
Guest about 2 years ago in Case Management / Organization Info 1 Future consideration

Please add Money Order as a Payment Option

We have families who pay with a Money Order. We would like an option to designate as such. Thanks!
Jill Materia over 1 year ago in Case Management / Payments & Adjustments 0 Future consideration

"Add to Dictionary" option on Obituary page to bypass spell check

Funeral home names & cities are often marked as misspelled on the obituary page & can be annoying/distracting to have words underlined multiple times in each obituary. Ex: Falardeau FH in Baldwinsville, both words are underlined every time...
Madison Hicks over 2 years ago in Case Management / Obituary 0 Not being considered

Ability to automatically send out invoices to the families on a specific schedule. For instance, 5 day out from the funeral service they family would recieve an invoice via email, or added in the planning center.

For instance, 5 days, 30 days, and 45 days out from the funeral service the family would receive an invoice via email or added in the planning center.
Guest 11 months ago in Case Management / Goods & Services 0 Planned

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 Future consideration

Ability to bypass multiple signature/initials based on roles

Einans at Sunset would like a quicker way to bypass signatures and initials if there is not a family member that has the role assigned to that field. Example; their direct cremation form asks for initials from NOK1, 2, 3, and 4 but if they only ha...
Julie Hofmann 6 months ago in Case Management / Case 0 Future consideration