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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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Update to video

The video in the planning center talks about starting on the collect tab but this has now changed to the gather tab!
Anna Andrews almost 2 years ago in Planning Center 0 Planned

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 almost 4 years ago in Case Management / Price List 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 almost 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 almost 4 years ago in Case Management / Inventory 0 Planned

Mobile Read-Only Permissions

We are needing the capability to offer a true "Read-Only" to mobile users. There are certain users we need to only view the tracked data and not change it, but currently they can update locations & personal affects while having only a "Read" p...
Jessie Goggans about 4 years ago in Mobile 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 about 4 years ago in Case Management / Reports & Dashboards 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 about 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

Funeral Innovations Preview Option

Would like to be able to preview data before syncing to my Funeral Innovations site. Right now the sync button immediately posts the information to my live website, which has caused frustration. I would like to be able to see all of the data synci...
Guest over 4 years ago in Case Management / Integrations 4 Planned

Canada firm rolodex entries don't default to Canadian fields (province/postal code)

When creating a new rolodex entry through a case in a Canadian firm, Canada is the default country but it shows county, state, zip fields. If you switch it off Canada to a different country and back to Canada, it show correct fields (province &...
Madison Hicks over 2 years ago in Case Management / Rolodex 0 Planned