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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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Dark Mode/Version of Passare

Jeremey Heath with Heath Funeral Home has asked if we were able to have a 'dark mode' of Passare. He has mentioned on several occasions that he struggles to see/navigate his webpage.. even after he has adjusted his brightness and monitor settings.
Chloe Jonas 7 months ago in Case Management / System 0 Future consideration

calculate the persons age automatically

one less thing to do
Guest 3 months ago in Case Management / Data Entry 1 Planned

middle name on Family & Friends Page being added to the top section

On the Family & Friends page currently you have to click on the additional information to add the middle name of the family member. It would be much more convenient to be able to add the middle name right there when adding the family member fi...
Chloe Jonas 5 months ago in Case Management / Family & Friends 1 Planned

Show Balance Due on top toolbar

Mike at Lee Funeral Home would like us to have the Balance Due on the case at the top of the toolbar preferable near the decedents name, DOB, DOD, case number etc. This way they do not always have to navigate to the G&S page or P&A page to...
Julie Hofmann 22 days ago in Case Management / Reports & Dashboards 0 New

Bank Reconciliation Feature

Since there is a checkwritting feature available, it would be extremly helpful if there was also a bank reconciliation feature with reports showing what checks/transactions cleared the bank and which are still outstanding.
Londa Darwin over 1 year ago in Passare API 2 Future consideration

E-Signature - Required Fields

Sometimes it can be easy to overlook signature and initial fields during the signing process. The blue button in right hand corner will tell you that there is missing information when you hover over it, but it doesn't tell you exactly what. I thin...
Tarrence Price 2 months ago in Planning Center 2 Gathering interest

System Calendar improvements

How about different colors in the System Calendar, depending on the event or different color depending on the funeral home branch, like the common Outlook or Google calendar allows you to do. Helps them stand out better for company preferences. Ad...
Elizabeth Reed almost 4 years ago in Case Management / Calendar 5 Planned

Add Ability for Users to Bookmark Forms to Display Separately from Standard Forms

We've had a lot of customers ask about changing the Order/Selection of Standard Forms, and while there are certainly workarounds that we've been able to use, some FH Standard Forms are mandated by Organizations like Vertin/Legacy etc. Specifically...
Guest 4 months ago in Case Management / Case 1 Future consideration

Change Colors of Background

We have several people that work in more than one company in Passare. It would be so helpful if we could customize the background colors (the blue) in the companies to differentiate them at a glance. We frequently have cases created in the wrong c...
Lizz Gasbarro 10 months ago in Passare API 0 Not being considered

It would be really helpful if more than one item at a time could be deleted from the checklists.

The checklists are inefficient. It is time consuming to delete items one at a time. We do not use this feature as much as we'd like because of this.
Guest 7 months ago in Case Management / Checklist 0 Future consideration