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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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Ancient Burials - British Columbian, Canada Field differences.

I am currently working with Zane Green at Ancient Burials, a Canadian firm. There are a few things he has pointed out to me in Passare that doesn’t match to the information they would need to record. On the First Call page, we have changed Social ...
Chloe Jonas almost 3 years ago in Case Management / Data Entry 0 Planned

Remove Ability to Delete Transactions Unless Super Admin

If a User deletes a Transaction from the list on Admin > Accounting (Financial Accounts page), any Payments & Adjustments where that Transaction was used will not be included in Accounting Reports/Exports. Proposed Solution: Remove the tras...
Kaylan Johnson almost 3 years ago in Case Management 0 Planned

Restrict ability to delete case files by user role

Restrict the ability to delete uploaded case files by user role, only allowing admins or other designated user roles the ability to delete those files. Would allow us to rely less on paper files and rely more heavily on Passare if we knew uploads ...
Melissa Steeber almost 3 years ago in Case Management / Files 0 Planned

Add Step-Grandchild to Relationship dropdown on F&F page

Add Step-Grandchild to the relationship dropdown on the F&F page.
Guest about 3 years ago in Case Management / Family & Friends 0 Planned

The ability to copy a product/package

A lot of times, the majority of a product or package will mirror another product/package. It would be able to copy that product/package instead of having to create one from scratch. This could be a big time saver.
Alice Brousseau about 3 years ago in Case Management / Goods & Services 0 Planned

Add a Memo Column to the Payments and Adjustments System Report

It would be incredibly useful to add a memo column to the Payments and Adjustments System Report. Currently, the receipt number field does not populate for Insurance Assignments. Adding the memo field would add this information to the report. I ha...
Devin Pauly about 3 years ago in Case Management / System Report 0 Planned

Include Value in Survey Report Configuration for Contract Total Less Tax and Cash Advance Items

Users who use the Survey Report Configuration are requesting a way to have the Total Contract column exclude both Cash Advances and Sales Tax. Currently, under the Value drop-down, you can select Total Sales Price to exclude Tax, but there is no w...
Kaylan Johnson about 3 years ago in Case Management / System Report 0 Planned

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 about 3 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 over 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 over 3 years ago in Case Management 0 Planned