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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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Account codes and dates displayed on the Goods & Services screen

Account codes would be very helpful, particularily for cash advances since Vertin Company purchase accounts must off-set the sales account. Very helpful with cash advance accruals. Date are also very helpful so that we can see, at a very quick gla...
Londa Darwin over 4 years ago in Case Management / Goods & Services 3 Planned

Adding the event calendar to mobile app

No description provided
Guest 3 months ago in Mobile 0 Planned

Limit users to mobile only access for tracking users

For funeral homes that have staff that solely do removals or transfers, we would like to limit the role to only be able to access the mobile app and not be able to log in or view the desktop app in any way. This is to prevent users from logging in...
Madison Hicks 3 months ago in Mobile 0 Planned

Automatic Reminders for Checklist Items

We would like the ability to set automatic reminders to our checklist items. There are some items that are time sensitive and the ability to remind someone based off select criteria would be awesome. An example might be Remind the Assigned Directo...
Jill Materia about 1 year ago in Case Management / Checklist 0 Planned

Total Balance Due along with Current Invoice Should be Visible in Payment

Not every family understands or wants to use the Planning Center. However, they enjoy the option of making a payment via Credit Card. If we forward the link from the Payment Center to a family via email, the balance due does not appear. Nor does t...
Guest 4 months ago in Case Management / Payments & Adjustments 0 Planned

Canadian Provinces Listed for License

On the Profile page, funeral directors can list their license number, state, and date of issue. In the dropdown menu for states, please add Canadian provinces.
Guest 2 months ago in Case Management / User Management 0 Planned

Beta app: Ability to access checklists

I would like the ability to access checklists from the new app.
Guest about 2 years ago in Mobile 0 Planned

Allow Preferences Questions to be different based on the Client Service Type of a case

For funeral homes that serve several types of families and have a wide range of case types, it would be good to be able to change the preference questions in the Planning Center based on the Client Service Type chosen in the case. This way, if the...
Julie Hofmann 6 months ago in Planning Center 0 Planned

Passare Mobile Responsiveness

The mobile version of Passare can be difficult to maneuver, especially when navigating on a small screen (like a cell phone). Address current issues like: searching (keyboard covers search bar), search results (scrolling problems). Making mobile v...
Jessie Goggans almost 5 years ago in Mobile 0 Planned

Embalming Page- add Tank Size option for all injections/fluids

It was suggested that the option to record the tank size for each injection type be added to the Embalming Page/Care Center in cases where the tank sizes are not the same for all injection fluids. This will help make paperwork/records more accurate.
Jennifer Jenson 2 months ago in Case Management 0 Planned