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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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Link document templates to checklist

Now that we have a check list dashboard I find that many of my check list items are forms or checks that need to be printed. It would be a huge time saver if the form for that checklist item could be linked to the task and appear on the dashboard ...
Guest 8 months ago in Case Management / Documents 0 Future consideration

Add "Embalming Finished Date" to the Event Filters on the Dashboard

Spring Grove Funeral Homes - Premium Services Client - would like to be able to filter their dashboards for cases by the Embalming Finished Date. Can we add this to the "Add Event" dropdown in the filters on the dashboard page?
Julie Hofmann 8 months ago in Case Management / Reports & Dashboards 0 Planned

Add "Terramation" as a disposition type

Now legal in Colorado, Washington, Vermont, and Oregon (soon to be California) I have funeral homes requesting that we add "Terramation" - human composting, as a disposition type in Passare.
Julie Hofmann 8 months ago in Case Management / Case 0 Planned

Integration for Legacy Touch

If Passare had the capability to store Finger Prints and PINs for Prints that would sync over to the Legacy Touch system.
Guest about 1 year ago in Passare API 1 Gathering interest

Alphabetize trade business in the mobile app

When selecting a trade business from the rolodex in the app, they are not in alphabetical order
Madison Hicks almost 2 years ago in Mobile 0 Planned

Lock Files & Photos Page in Planning Center

Skorupski Funeral Home would like to have the ability to lock the files & photos page. They are concerned families may continue to load photos even after the videos are complete on the funeral homes end. They also want to have that ability bec...
Guest over 1 year ago in Planning Center 0 Gathering interest

Being able to create a batch report that filters by certain time periods in specific order ex. Date of Death.

It would be great if we could produce a batch form with the contracts for a specific time frame in the order of date of death. This would be helpful in pulling data from the contracts for a specific time period. Having these in order by date of is...
Guest almost 4 years ago in Case Management / System Report 1 Planned

Add 2nd Driver Option to Transfer Page

On the Transfer Page, under Transfer Detail, it would be most helpful if a drop down field would be added for a 2nd Driver. I would think that most funeral homes use 2 staff members when doing a removal from a home. I type the 2nd driver's name in...
Guest almost 2 years ago in Case Management / Data Entry 1 Future consideration

Add "Check Transaction" Name and account number as a column in User Reports

Add "Check Transaction" Name and account number as a column in User Reports under Checks. This is for Clark Funeral Homes
Julie Hofmann 8 months ago in Case Management / Check Writing 0 Planned

Varies by CST Transactions not Ideal for Cash Sale Cases

User Story There are transactions that can vary the debit and credit accounts, depending on the Client Service Type selected for a case. This however is not possible with Cash Sale cases, since they do not have a Client Service Type selector. Righ...
Daniell Jara almost 4 years ago in Case Management / Accounting 2 Planned