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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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Have the option to show a payment as anonymous on the statement.

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Guest over 1 year ago in Case Management 0 Future consideration

Ability to text message families through Passare

The ability to text families through Passare would be awesome! Many families like to communicate this way but many funeral directors choose to not provide their cell phone numbers. If we had this ability through Passare that would be excellent and...
Product Team about 5 years ago in Case Management 2 Planned

add aftercare follow up fields for reports under rows to show = cases

This would benefit me as Aftercare Coordinator when inviting family members to the aftercare events we offer. Beneficial if report would pull aftercare names, phone number and mailing addresses when rows to show = cases so that the report only sho...
Guest 10 months ago in Case Management / User Report 0 Future consideration

E-Signature Procedure Clarification

There have been multiple instances where families have reported that they were unable to access the document for signing. Since users are asked to create their signature/initials before seeing the form, I wonder if this is causing some concern and...
Tarrence Price 10 months ago in Planning Center 0 Planned

Allow for mass selection of cases to change case status types.

It would be nice to be able to change the case status of multipe cases at once without having to go into each individual case and change them one by one.
Guest 5 months ago in Case Management / Case Identifier 0 Future consideration

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 5 months ago in Case Management 0 Future consideration

Expand text field for Church Affiliation and Disposition Details

We would like the ability to add more text to Church Affiliation (Funeral Options) and Disposition Details (Disposition).
Jill Materia 10 months ago in Case Management 0 Future consideration

Creating a mapping for designated signer

We have customers who are using forms that do not always require one specific role to sign or have information populate (Informant is not always Primary Purchaser) and would like the versatility of 2.0 to pull the information based off of signer, ...
Guest 10 months ago in Passare API 0 Not being considered

Default select the Payer in the email receipt field

typically, the receipt will need to be emailed to the payer on the transaction. When the Payer is selected, ideally, it would default to putting their name in the "email receipt" field to avoid having to choose the payer and then search again for ...
Madison Hicks 10 months ago in Case Management / Payments & Adjustments 0 Planned

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...
Jill Materia about 2 years ago in Case Management / Data Entry 0 Already exists