Pinned ideas

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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Showing 558 of 558

2 VOTE

Pending Service Filter

It would be helpful to filter cases that have any/all services Pending.

Jill Materia over 1 year ago in Case Management / Case 0 Planned

5 VOTE

Ability to add a person in the Pick up Cremated Remains box

O'Connor would like to be able to add a new person as the Acquaintance in the Pick up Cremated Remains box if the are not already on the family and friends page. It would be more efficient if they could add it here instead of going back to F&F...

Guest about 3 years ago in Case Management / Care Center 0 Planned

2 VOTE

Saving SSN for all family members

Currently we can only save SSN for Purchaser and Co-Purchaser. It would be helpful to have this ability for other family members, when they provide it, for future services.

Jill Materia over 1 year ago in Case Management / Family & Friends 0 Future consideration

1 VOTE

Include Additional Date Range Options for Reports

Users often need financial information in Quarter timeframes (i.e., Last Quarter, Past Quarter, Quarter to Date), which are not currently offered as Date Range options. The only solution is to manually edit the specific start and end date each tim...

Kaylan Johnson 8 months ago in Case Management / Reports & Dashboards 0 Planned

2 VOTE

receipt of ashes form.

eceive the We need a form for the person receiving ashes to sign showing their right to recieve the ashes and there acknowledgement of reception. I,name, am the authorizing agent of Name of Deceased and/or have the legal right to control the dispo...

Guest over 1 year ago in Case Management / Documents 1 Already exists

2 VOTE

We need a way to assign names of the people who are responsible for a funeral, calling hours etc. on the funeral option tabs. They need to show when we print a daily schedule.

When we have four funerals going at the same time we need to b e able to see at a glance who is assigned to what

Guest over 1 year ago in Case Management / Data Entry 1 Future consideration

2 VOTE

Changes to Service Details fields do not prompt to save

If you add data to the various Service Details fields, such as Music, Printed Materials, Flowers, etc., if you change pages without manually saving, Passare does not prompt you to save, therefore you lose everything you typed.

Guest over 1 year ago in Case Management / Data Entry 0 Planned

6 VOTE

Remove Converted Imminent Needs from the Imminent Need Filter

When converting a case from Imminent to AtNeed the case still remains in a tab with the Filter Imminent Need Cases. It would be helpful for them to not show in that filter once converted so that we can properly track our active imminent need cases...

Guest about 4 years ago in Case Management / Reports & Dashboards 1 Planned

1 VOTE

Put a limit on check amount

I would like to have more control over the checks, my employees use the check-writing option in Passare but I would like to assign them a limit or immediately receive a notification if check is cut over a certain amount

Guest 8 months ago in Case Management / Check Writing 0 Future consideration

2 VOTE

Notification for unpaid accounts

It would be helpful if managers, accounting personnel and even directors could be alerted if the At-Need account is not paid in full before the due date.

Guest over 1 year ago in Case Management / Notifications 0 Future consideration

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