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...
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...
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
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.
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.
It would be very helpful in my opinion to have an available option when a family member is listed to have a space for their spouse or significant other. Also it would need to populate that person in parentheses in the obituary.
How can we delete previously created reports from the lists? i can only imagine keeping them makes rendering the list slower, but i can only delete old reports one at a time?
Ops would like Care Center hidden by default and turn it on by request, like our other features. This feature is not used by all customers and can cause confusion during trainings and for new customers learning the system.
As the bookkeeper, there are only two screens I look at for the most part. I'm either on Goods & Services or Payments. It would be so awesome if we could set a preferred page for Passare to open to on default. There are others who perform spec...
As there are many additional religious preferences not already listed it would be helpful if an "Other" option was added that would then allow the director to type the religious preference in. This would alleviate the Passare staff from having to ...
Please add ability to change case file document name in Passare.
I am forced to name the file correctly on my computer from my scanner and I would like the abilty to change a document from say _1_2_3SCAN to "Death Certificate."
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Future consideration
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Future consideration
