đź’ˇ Share your Ideas!
ADD A NEW IDEA

Pinned ideas

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...
Share feedback 0

All ideas

Showing 51

Display what user is on each page

Sometimes, you can get an error on a page that says "Someone has made changes that conflict with yours...", and this is because someone else is on the page tying to make changes at the same time another user is. It would be helpful, and help strea...
Guest 9 months ago in Passare API 1 Gathering interest

Checklist customization

I have asked for the ability to customize our checklists instead Passare is working checklists on improving checklists on another platform and the main one could be improved. It is not important for us to see our beautiful logo on all in-house doc...
Elizabeth Reed 9 months ago in Case Management / Checklist 1 Gathering interest

Scheduling New Tax Rate

Being able to schedule a new tax rate to go live in the future, rather than implementing a new tax rate at the time of entry. We have the ability to change price list items and not retroactively affect that item previous cases, and, we have the ab...
Guest about 1 year ago in Passare API 0 Gathering interest

Set default tab

Allow users to choose a default tab, so when you load Passare you go to the place you want, as opposed to a default "All cases" tab.
Dennis Helwig 5 months ago in Passare API 0 Gathering interest

Print and Sign Filter

Some of our bigger firms (Legacy for example) are on print and sign for their contracts. There should be a way to filter through funeral homes who are on print and sign, and what contracts they have in their system or are tied to global.
Guest 10 months ago in Passare API 0 Gathering interest

Matthews-Aurora Integration

I would like to see Matthews' Solution Center connect with Passare Price List and Products. This way all the images and prices shown in Matthews will be automatically brought over to Passare. Otherwise whenever I make price changes in Matthews I h...
Austin Flowers 6 months ago in Passare API 0 Gathering interest

Rolodex Tied to Shipping Information

When filling out shipping information for the deceased, there is not an option to to tie it to any rolodex entry. If we are pushing the idea of filling out information in a rolodex one time so that it does not have to be typed over and again, I th...
Guest about 1 year ago in Passare API 0 Gathering interest

Allow Serial Numbers to Be Re-Used When Deleted Due to Error Entry

When entering serial numbers on the Inventory Management page, if a serial number is assigned to the wrong Item Name (whether by user error or based on info from previous system), the only option is to delete that serial number and re-add it under...
Kaylan Johnson almost 4 years ago in Passare API 2 Gathering interest

Integration for Legacy Touch

If Passare had the capability to store Finger Prints and PINs for Prints that would sync over to the Legacy Touch system.
Guest about 1 year ago in Passare API 1 Gathering interest

Lock Files & Photos Page in Planning Center

Skorupski Funeral Home would like to have the ability to lock the files & photos page. They are concerned families may continue to load photos even after the videos are complete on the funeral homes end. They also want to have that ability bec...
Guest over 1 year ago in Planning Center 0 Gathering interest