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...
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.
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 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 ...
Having the ability to upload a photo in a custom field either to map to a document or for reference would be highly useful. We do custom printing for a majority of our families and having the ability to save these photos in the file would be highl...
Erin Murphy
almost 5 years ago
in Case Management
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Future consideration
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?
Customers would like to be able to turn on automatic check numbering but also have the ability to edit that field if necessary prior to printing. Currently the field is not editable and the only work around is to change the numbering option to man...
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...
It would be nice if you could link one case to another. Lets say your putting in a case and one of the family memebers has passed and that family member was a previous case in passare it would be nice if you could link them so you could look back ...
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Future consideration
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Future consideration
