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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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Shipping Information Pull From Rolodex

I spoke with Glenn at Mckoon Funeral Home and he said they do a lot of shipping and it would be beneficial for the "ship from" and "ship to" dropdowns to pull from the rolodex. Currently, the only options are the branches of that organization. It ...
Tarrence Price almost 3 years ago in Case Management / Rolodex 1 Planned

Calendar Sync

When the calendar is synced to mobile, it does not list all of the information for the event in Passare. I have attached two screenshots showing the calendar entries for an arrangement meeting. On desktop, the event name is "Arrangement Meeting fo...
Devin Pauly almost 3 years ago in Case Management / Calendar 1 Planned

When searching for a family member on a case, show their name as part of the search results.

Currently, when searching for someone that is a family & friend on a case, there is no way of knowing what case the person is associated with. The search results only show the decedent's name. It would be helpful to also see the name of the fa...
Guest almost 3 years ago in Case Management / Case 0 Planned

Support Page for Family Users

Example: Say my dad passed away 5 years ago, the funeral home sent me an invite to the collaboration center and I used it for my dad....yesterday a different family member passed away, the funeral home sent me a collaboration center invite (using ...
Sierra Chaffin over 4 years ago in Planning Center 0 Planned

“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 6 months ago in Case Management / Search 0 Future consideration

Add a date of disposition field for disposition of cremains

Please add in a date of disposition for cremains on the disposition page. We can put in the date of disposition of the deceased but cant put in a date we disposed of the cremains.
Guest 12 months ago in Case Management / Data Entry 0 Planned

Messages - Also notify Secondary Arranger

It would be most helpful if the Secondary Arranger on a case could receive Message notifications when the family leaves messages in the PC.
Guest 6 months ago in Planning Center 1 Already exists

CLAIMCHECK Beneficiary Funeral Home Option

Currently only the servicing funeral home or a person can be selected as the beneficiary on a CLAIMCHECK Assignment. I am needing the option to select another funeral home as the beneficiary, we are seeing insurance policies that are assigned to f...
Denise Chabarria over 4 years ago in Case Management / Integrations 0 Planned

Internal Notes

It would be useful to have the ability to track internal note history; ex. if the internal note was deleted, it would be great to be able to click "detailed history" and see when and who deleted that note. (like the detailed history on the goods a...
Joanna Gore over 4 years ago in Case Management / Notes 0 Planned

Notification for new self-started and at-need cases

I would like to have a link for families to self-start cases from our website, but I'm hesitant because of the likelyhood that we will miss it. It wouldn't be something that happens often enough that checking it would part of our everyday routine....
Holly Stammis almost 2 years ago in Case Management / Notifications 0 Planned