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...

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Showing 634

2 VOTE

User Specific Checklists

There are several checklist filters, can we add another for a user filter. This will allow us to create a customized checklist that applies to specific user(s) within our organization. This can accommodate tasks for different responsibilities, job...

Kurt Edenbach 11 months ago in Case Management / Checklist 0 Planned

4 VOTE

Check for duplicate decedent names.

Jill Materia over 1 year ago in Case Management / Data Entry 0 Already exists

2 VOTE

Integrating all rolodexes of the organizations under one umbrella into one

We currently have several locations under the umbrella of Hoy Kilnoski. There are many times we use the same cemetery, church, grave digger, etc. I think it would be great if we could have just one rolodex between all locations rather than having ...

Guest 11 months ago in Case Management / Rolodex 0 Future consideration

1 VOTE

Bulk Price List Delete/Restore - Detail Deletion Confirmation

I think it would be beneficial if you could select multiple items in the Admin Price List page to delete items in bulk with more of a clear indicator of which items are being deleted. Currently, when clicking the delete icon, you can only delete o...

Guest 5 months ago in Case Management / Price List 0 Future consideration

1 VOTE

Add the name suffix to the name of the invited person on the Connect and Collaborate email.

This would be useful to show exactly who is being addressed.

Guest 5 months ago in Planning Center 0 Planned

1 VOTE

Add field on family & friends for non english speaker

On each family/friend, Funeral directors would like a yes/no for people that speak a language other than English and a field to fill in the language. This would be helpful for aftercare/surveys/PN leads so the funeral home can send proper communic...

Madison Hicks 5 months ago in Case Management / Family & Friends 0 Planned

1 VOTE

Checklists Delete Tasks

Under the Checklists tab it would be helpful to have a check box beside the comment/edit/delete tasks that could be selected to remove those tasks from the populated list all at once. In other words, when 'burial' is selected as disposition, under...

Guest 5 months ago in Passare API 0 Future consideration

2 VOTE

Update statutes of Preneed cases from FD

It has been a huge success having the pre-needs from FD automatically come over from FD to Passare. One concern that has been raised is, "What if the policy cancels or is no longer in good standing?" Once the Preneed contract comes over from FD to...

Jessie Martin 11 months ago in Case Management / Integrations 0 Future consideration

9 VOTE

Enable replication of case under new case ID (for Spouse)

This would be helpful both on the Preneed and At Need side. For preneed, there are many times when our Preneed counselor enters a preneed for a husband and wife at the same time. On at need, for example, we periodically deal with cases where we ar...

Jay McAfee about 4 years ago in Case Management 0 Planned

2 VOTE

E-mail Receipts from Payment

It would be great if when a payment is processed through passare, there was an option to automatically generate an e-mail to a family member or payor to send a receipt.

Trae Cody 11 months ago in Case Management / Accounting 0 Planned

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