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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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Ability to add a person in the Pick up Cremated Remains box

O'Connor would like to be able to add a new person as the Acquaintance in the Pick up Cremated Remains box if the are not already on the family and friends page. It would be more efficient if they could add it here instead of going back to F&F...
Guest about 3 years ago in Case Management / Care Center 0 Planned

Ability to Delete PL Items from CSV

We need a column on the PL csv for delete (like we now have on the rolodex csv). This will prevent us from manually deleting PL items one by one.
Erin Merriott about 3 years ago in Case Management / Price List 0 Planned

Configure Columns on Accounts Page

It would be useful if columns on the accounts page could be configured like the dashboard. Another useful feature would be to have it setup where you can see the cases that are associated with a check when you hover over the check number, or a lin...
Tarrence Price over 3 years ago in Case Management / Accounting 0 Not being considered

Inventory On-Hand Report Changes

Inventory On Hand Report needs to include the following information to meet Federated inventory report requirements. This is important for all customers using Federated and Passare Inventory feature: Add Manufacturer column (pulling from Price Lis...
Jessie Goggans over 3 years ago in Case Management / Integrations / System Report 1 Future consideration

Adding NOK emails to be pulled on reports.

I had a customer request the ability to pull the NOK emails from Family & Friends for reporting purposes. She said that the FH uses those emails to do a email blast, and would awesome to get those emails from a report. The only thing I see cur...
Guest over 3 years ago in Case Management / User Report 1 Already exists

Date Requested in Check Icon Details

Customer would like to see the date/time the check was requested in the check icon on the Goods & Services page.
Erin Merriott over 3 years ago in Case Management / Check Writing 1 New

Ability to Filter Checks User Report by Account Code

Needing the ability to filter any checks user report by account codes. Also needing column options available in normal user reports for checks user reports.
Erin Merriott over 3 years ago in Case Management / Reports & Dashboards 1 New

Update Automatically Based on Year for Auto-Incrementing Numerical Sequence

User Story At the beginning of the year, most organizations using the Auto-incrementing Numerical Sequence as a "case count" are choosing to 'restart' their sequence. Most of them also expect this to happen automatically since we have Case Creatio...
Kaylan Johnson over 3 years ago in Case Management / Case Identifier 1 Planned

Internal Notification for Check Requests

The customer would like to see notifications for check requests within Passare. Currently they receive a text msg and an email, but no "bell" icon notification pops up. They would also like the option to receive a Bubble Alert.
Erin Merriott over 3 years ago in Case Management / Check Writing 1 Planned

Voiding a Check Request

If the line item associated with a check request is deleted from the contract, the check request should automatically void or grey out. The example given was a director requests a check in the evening for a clergy. The family lets the director kno...
Erin Merriott over 3 years ago in Case Management / Check Writing 2 Planned