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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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Case Management

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Searching Document Tags/Mappings

It would be much more efficient if when creating a new document we could search for document mappings using any part of the tag name. Example: Need mapping for Marital Status; Tag Name: Decedent Marital Status I can't search for it by typing "mar"...
Erin Merriott almost 3 years ago in Case Management / Documents 0 Planned

Global Search Improvements

Users would like improvements to the Global Search tool: Prioritize search results by recently clicked, rather than number of clicks funeral homes typically juggle a handful of cases at a time and are quickly closing these contracts out, then movi...
Jessie Goggans almost 3 years ago in Case Management / Search 0 Planned

Create Permission for Promoting Rolodex Entries

Users would like the option to restrict/allow certain roles access to promote Rolodex entries. This should apply to Custom Entries (blue 'plus' icon > Save to Organization Rolodex' checkbox) and Main Rolodex (Admin > Rolodex > click into ...
Jessie Goggans almost 3 years ago in Case Management / Roles & Permissions 1 Already exists

QB Export - "Select All" Option

When adding QB exports (Accounting > Accounting Reports > Add Report > QuickBooks), Ops has to check each checkbox ON individually. Our default setup for new QB customers is to check ON all boxes, which is done manually. Ops would like a ...
Jessie Goggans almost 3 years ago in Case Management / Accounting 0 Planned

Batesville Casket Company Intergration

It would be helpful to have an intergration between passare and batesville.
Guest about 3 years ago in Case Management / Admin 1 Already exists

Owner Info Columns for Pet Case Reporting

Could we have "Owner" info columns available for reporting on Pet Cases? Currently the only options in User Reports are Pet Business and Primary Purchaser.
Erin Merriott about 3 years ago in Case Management / User Report 1 Planned

Ability to Default a Funeral Director

It would be really beneficial to have the ability to set a default Funeral Director especially when there is only one Funeral Director in the Funeral Home. This way the funeral director doesnt have to assign themselves to every single case.
Guest about 3 years ago in Case Management / Data Entry 1 Planned

Ability to Hide/View Certain Fields

User Story I would like the ability to hide/view certain fields on pages within a case, such as the Vital Stats. Currently, there are several fields within the various case pages that we do not use, which makes it more difficult to fill out case d...
Daniell Jara about 3 years ago in Case Management 1 Planned

Ability to Calculate Sales Tax off of Total Taxable Amount

Customer Experience: Currently Passare's Sales Tax is setup to tax by item. In Connecticut they tax based on the Total Taxable Amount at a tiered basis. The customer is taxed on anything over $2500. Passare's current setup for taxing does not supp...
Sierra Chaffin about 3 years ago in Case Management / Accounting 1 Future consideration

Search Bar & Ability to Save Filters/Tabs on Check Writing Page

Customers are requesting a search bar on the check writing page that allows them to search by check number, payee, amount, etc. They would also like to be able to save filters as tabs like you can on the case listing page. Currently if you need to...
Erin Merriott about 3 years ago in Case Management / Check Writing 1 Planned