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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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Saving SSN for all family members

Currently we can only save SSN for Purchaser and Co-Purchaser. It would be helpful to have this ability for other family members, when they provide it, for future services.
Jill Materia about 2 years ago in Case Management / Family & Friends 0 Future consideration

Show Pet Business Name of Batch Payments Screen

Best Friends Pet Cremations processes over 600 cases a month and they are currently using the batch payments. In order to make this process less tedious they are requesting to add the Pet Business name to the columns on the Batch Payments screen. ...
Julie Hofmann about 1 year ago in Case Management / Batch Payments 0 Planned

receipt of ashes form.

eceive the We need a form for the person receiving ashes to sign showing their right to recieve the ashes and there acknowledgement of reception. I,name, am the authorizing agent of Name of Deceased and/or have the legal right to control the dispo...
Guest about 2 years ago in Case Management / Documents 1 Already exists

Linking Cases

It would be nice if you could link one case to another. Lets say your putting in a case and one of the family memebers has passed and that family member was a previous case in passare it would be nice if you could link them so you could look back ...
Matt Murphy about 4 years ago in Case Management / Family & Friends 0 Planned

Case creation/Sync

Since there is a Messenger export for Make It Personal, wondering if there is a possibility to have a sync of name, dob, dod to their FloralXpress flower management app. This would be helpful for families who do not have printed materials, but hav...
Susan Espinosa about 1 year ago in Case Management / Case 0 Future consideration

Changes to Service Details fields do not prompt to save

If you add data to the various Service Details fields, such as Music, Printed Materials, Flowers, etc., if you change pages without manually saving, Passare does not prompt you to save, therefore you lose everything you typed.
Guest about 2 years ago in Case Management / Data Entry 0 Planned

Notification for unpaid accounts

It would be helpful if managers, accounting personnel and even directors could be alerted if the At-Need account is not paid in full before the due date.
Guest about 2 years ago in Case Management / Notifications 0 Future consideration

Ability to add a date field in e-signature 2.0 separate from the signature field

Legacy has asked for the ability to add a date field to their e-signature documents that is seperate from the signature field. Currently, when adding signature mapping you can remove the date and just leave the signature but you cannot remove the ...
Chloe Jonas about 1 year ago in Case Management / Case 0 Planned

Family & Friends Spouse Option

It would be very helpful in my opinion to have an available option when a family member is listed to have a space for their spouse or significant other. Also it would need to populate that person in parentheses in the obituary.
Guest about 2 years ago in Case Management / Family & Friends 0 Already exists

Specify Color of Container in Price List

I was speaking with Zach Shields from Gardner FH, and he was wondering if there was an easy way to list the different color options for containers other than entering it in the name. He said that they forget to at times. I noticed that we don't cu...
Tarrence Price about 1 year ago in Case Management / Price List 0 Future consideration