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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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Ability to Delete PL Items from CSV

We need a column on the PL csv for delete (like we now have on the rolodex csv). This will prevent us from manually deleting PL items one by one.
Erin Merriott over 4 years ago in Case Management / Price List 0 Planned

Batch Description Column added to the Batch Deposit Export

McLane Funeral home is actively using our Batch Deposit feature, as well as the export. The issue that they have run into is the 'description' column is not a part of our export in Passare. It is also not a field that can be added to a user report...
Chloe Jonas about 2 years ago in Case Management / Batch Deposits 0 Planned

Include Column for TOD and DOD Combined on Case Listing

Currently, you can sort cases by Case Created At, which includes a timestamp of when the case was created (unchangeable). This ensures the integrity of the order in which the cases were created if sorting by this column. Sorting by the Decedent Da...
Kaylan Johnson over 4 years ago in Case Management / Automations & Triggers 0 Planned

Editable Inventory Transfer Date

When transferring inventory to another org, the date is grayed out. The date the transfer is accepted becomes the date the items are removed from/on reports. Often a location will transfer an item but the person responsible for accepting the inven...
Erin Merriott over 4 years ago in Case Management / Inventory 0 Planned

Dashboard Downloads to CSV

It would be really nice if when downloading from a dashboard view, Passare would maintain the original sort order of the dashboard view that is being downloaded. Instead you have to remember how you had the dashboard set up and re-sort the CSV file.
Elizabeth Reed over 4 years ago in Case Management / Reports & Dashboards 0 Planned

Create Permissions for Creating Dashboards/Adding Dashboard Columns

Einan's at Sunset has a transfer team that currently only has permissions to the Decedent Tracking app. However, since they have a Passare log in, they can also access the full dashboard and add any columns that they want to see. This funeral home...
Guest over 2 years ago in Case Management / Roles & Permissions 0 Planned

Dashboards based on Checklist completion

We use the checklist feature extensively for our funeral planning and internal communication. I have created a number important checklists that we use daily: Basic planning, death certificate, cremation paperwork/process, ready for services; as we...
Holly Stammis over 2 years ago in Case Management / Checklist 0 Planned

Veteran Rank as item to pull on user reports

It would be helpful to be able to pull the field on the veteran information page called "current or most recent ranking" onto a user report.
Anna Andrews over 2 years ago in Case Management / User Report 0 Planned

Additional column/field needed on Inventory Management & Add Inventory page

I have a few customers who have requested an additional column for retail price on the Inventory Management page. They would also like an additional field on the Add Inventory page that shows the retail price. They stated they have several items w...
Erin Merriott over 4 years ago in Case Management / Inventory 1 Planned

allow multiple selections for military branches

We have several people in our area that have served in multiple branches but only 1 can be selected.
Guest over 4 years ago in Case Management 0 Planned