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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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Remove the limit on Survey Report Columns

Krause would like the limit of 40 Survey Report Columns to be removed or at least increased.
Julie Hofmann over 2 years ago in Case Management 0 Planned

Add the Ability to Pin Menu to Any Side of the Screen

I spoke to a customer today, she said she would like to see the ability to pin the menu to any side of the screen added to Passare. The menu takes up a lot of space at the top of the screen. In addition, when the menu is unpinned, you are no longe...
Devin Pauly almost 3 years ago in Passare API 0 Planned

Keep At-Need Conversion Date When Pre-Need Unselected

Users have the option to un-check Pre-Need case type in the Case Information sidebar after selecting the At-Need case type. However, this removes the At-Need Conversion Date from the Case Information sidebar, leaving no way to tell it originated a...
Kaylan Johnson about 3 years ago in Case Management 0 Planned

Text Invite do not show in reporting and account details Page. Please Add

Currently in the account details page there is a collaboration center invite counter. This only includes email invites. The same goes for the system reporting. It would be ideal to be able to see when a sent invite is sent out.
Kelly Gilgenbach almost 4 years ago in Planning Center 0 Planned

Add the tag to the Clergy Record document for Location Name with Address

As a user, it would be helpful to be able to have a tag that adds the location name with address to the Clergy Record document. This would help distinguish between locations that have similar names.
Product Team about 4 years ago in Case Management / Documents 0 Planned

Integration with Batesville

Batesville has a cloud based funeral management software. If Passare would auto-generate into Batesville, it would save us more time because we use them for our obituaries and video presentations.
Product Team about 4 years ago in Passare API 0 Planned