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...
I was speaking with a funeral director from Vertin, and she was wanting to run a report for the DOB & DOD anniversaries of decedents. However, we're unable to filter by date of birth. She said this filter option would make it easier to run som...
Add marital status option for "Common Law" and relationship of "Common Law Spouse"
Some states and countries recognize Common Law marriage as an official marital status. This varies from Civil Union. This needs to be an additional option both for marital status and as a relationship
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.
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
almost 2 years ago
in Passare API
2
Future consideration
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...
In the care center under cremation>deliver to crematory, can there be an "other" option so users can manually type in this field? The other sections allow for this.
When adding a new organization to the rolodex for memorial donations, you are required to add a website for that organization. When no website is entered, Passare will not save the information. Not all non-profits have an on-line donation option. ...
This will be helpful to directors so they don't forget to add disclosures to each contract and risk potential fines. It seems to be a simple concept. As embalming is selected in the contract it triggers the embalming disclosure to be added to the ...
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...
Care Center Merchandise does not show the full name
On the Merchandise page, the items added (caskets, urns, vaults, memorial merch) from the g&s page are in a greyed-out box that does not allow you to see the full name. Even when hovering the full name of the item will not appear.