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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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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 10 months ago in Passare API 0 Gathering interest

Custom Video per Case Type and per Branch

Einan's at Sunset needs to be able to upload another custom video that is only on PreNeed case types in a specific branch. Currently you can only upload a custom video to AtNeed cases. The cutom video selections would need to be by Branch and by C...
Julie Hofmann 11 months ago in Planning Center 0 Gathering interest

A.I. Obituary Writer

Lately I have seen emails and articles regarding Artificial Intelligence Obituary Writing. This would be a fantastic feature to include in the Planning Center for families and funeral home staff to use.
JOEL WALTERS 12 months ago in Planning Center 2 Gathering interest

Global Forms Organization

While this pertains to the build process, I think it has benefits beyond that. Essentially, I think that each global forms needs to have it's own folder/section to help navigate through, rather than having to type out the form name, title, etc. So...
Guest 12 months ago in Passare API 0 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

Add Closed Captioning/Subtitles Option to Planning Center Default Video

It may be rare, but in the situation where a family member is deaf, they'd certainly benefit from being able to read the subtitles. Additionally, it may help family members read the detail as they're hearing them, and it would give anyone the capa...
Guest about 1 year ago in Planning Center 0 Gathering interest

Collect eSignatures at Funeral Home

As more funeral homes are utilizing the Planning center both remotely and during arrangements, it has come up that it would be very helpful for families to be able to sign documents while at the funeral home instead of the FD sending the signature...
Anna Andrews about 1 year ago in Planning Center 0 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 0 Gathering interest

Allow multiple photos to be uploaded at one time

The ability to upload more than one photo at a time would be very helpful to families. Also, families have asked why they can't see/or preview the photos they've uploaded, making it difficult to know if they've already uploaded a specific photo. M...
Guest about 1 year ago in Planning Center 1 Gathering interest

Stop automatically sending Planning Center invites to informant

Often times, an informant's contact info is added in Passare before the funeral director calls the family. When families receive an invitation to the planning center before we discuss the platform with them, they are often confused and taken back ...
Guest about 1 year ago in Planning Center 0 Gathering interest