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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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Set default page to open

As the bookkeeper, there are only two screens I look at for the most part. I'm either on Goods & Services or Payments. It would be so awesome if we could set a preferred page for Passare to open to on default. There are others who perform spec...
Lizz Gasbarro 10 months ago in Case Management / User Management 0 Future consideration

Matthews-Aurora Integration

I would like to see Matthews' Solution Center connect with Passare Price List and Products. This way all the images and prices shown in Matthews will be automatically brought over to Passare. Otherwise whenever I make price changes in Matthews I h...
Austin Flowers 10 months ago in Passare API 0 Future consideration

Add Cash Sale Case Type to System Reports

Users need to be able to pull the following System Reports and specify only Cash Sale Cases, just like they can all the other case types. Detailed Items Sold Detailed Sales Items Sold
Kaylan Johnson about 3 years ago in Case Management / System Report 2 Planned

Pending Service Filter

It would be helpful to filter cases that have any/all services Pending.
Jill Materia over 1 year ago in Case Management / Case 0 Planned

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 over 1 year ago in Case Management / Family & Friends 0 Future consideration

Please add ability to change case file document name in Passare.

I am forced to name the file correctly on my computer from my scanner and I would like the abilty to change a document from say _1_2_3SCAN to "Death Certificate."
Guest 10 months ago in Case Management / Documents 1 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 over 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 over 3 years ago in Case Management / Roles & Permissions 1 Already exists

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 over 1 year ago in Case Management / Documents 1 Already exists

We need a way to assign names of the people who are responsible for a funeral, calling hours etc. on the funeral option tabs. They need to show when we print a daily schedule.

When we have four funerals going at the same time we need to b e able to see at a glance who is assigned to what
Guest over 1 year ago in Case Management / Data Entry 1 Future consideration