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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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Care Center: Cremation - Case Listing Columns

User would like to build a care center log using Dashboards. Requesting the following: 1) CC Cremation: Pickup Cremated Remains Date 2) CC Cremation: Pickup Cremated Remains Date 3) CC Cremation: Pickup Cremated Remains Date and Time These fields ...
Jessie Goggans about 3 years ago in Case Management / Care Center 0 Planned

Bring back note origins

I could be wrong, but I believe that before the May 3 notes update, when you viewed the notes page it would list all case notes but also where they originated from within the case, this was helpful because notes didn't require as much detail to be...
Guest over 1 year ago in Case Management / Notes 0 Planned

Add @ symbol to be default key on the keyboard for Notes and Comments

We already do this on the login page, we should also do it for Notes and Comments.
Josh McQueen over 1 year ago in Mobile 0 Planned

Recognize URLs within Mobile notes

It would be great if URLs could be recognized within a Note and opened in the user's default browser.
Guest over 1 year ago in Mobile 0 Planned

Links to Service Providers Contact Info within Service

We would like to see "show address" and "show contact information" for the Service Providers. This is currently available for Venue information (Funeral Options > Add Service > Venue) but not for Service Providers. The system asks for the in...
Guest over 4 years ago in Case Management / Rolodex 0 Planned

Ability to Export by Batch Payment Number

Sam Houston Funeral Home would like the ability to export a batch payments accounting export by the Batch Number. Currently you have to pick a date range or a specific case to do the export and it would be easier for them if they could do this bas...
Julie Hofmann about 3 years ago in Case Management / Accounting 1 Planned

Expanding Copy Pre-Need Contract, At-Need Drop Down

Some items cannot be fully viewed when utilizing the Copy Pre-Need Contract and selecting items for the At-Need Contract. Can we have a way to expand the dropdown in order to see what the full line item?
Guest over 1 year ago in Case Management / Goods & Services 0 Planned

Scheduling Price List Changes - Cost

Need the ability to be able to schedule cost updates in the price list just like we are currently able to schedule changes for the retail price.
Kelsey Swearingen about 3 years ago in Case Management / Price List 0 Planned

More functions on app

As we are a mobile society, it would be nice to have the Passare App have all the functions available. Our directors are on the go constantly and not at their desks to log in online. It would be nice if they can log into the app and review their f...
Guest over 3 years ago in Mobile 0 Planned

Add Case Types Selection to System Reports to Include in Report Results

Users need to be able to include other case types, such as Trade Cases, when pulling System Reports. Example: "Survey Client Service Type" - currently this report only pulls At-Need cases but Trade Cases also are able to specify a Client Service T...
Kaylan Johnson over 3 years ago in Passare API 0 Planned