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...
Currently if you send a PC invite to someone, and if there's a typo in the email address, there's no way to know this. It would be helpful to notify the FD of the undeliverable email.
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.
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.
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.
This is partially a staff training issue, but it would be nice if when entering a new At Need case, should that first & last name match a PreNeed case, a warning would come up. It would need to be easy to override, but we've had a few times wh...
As there are many additional religious preferences not already listed it would be helpful if an "Other" option was added that would then allow the director to type the religious preference in. This would alleviate the Passare staff from having to ...
Ops would like Care Center hidden by default and turn it on by request, like our other features. This feature is not used by all customers and can cause confusion during trainings and for new customers learning the system.
I need a column for PreNeed Payments in User Reports
For Keyser Funeral Home, User Reports, when you choose "Rows Show Results For - PreNeed Payments & Adjustments" it does not pull the information from the Payments & Adjustments page on the PreNeed side, it still pulls the AtNeed informatio...
Ampersand and disposition information not syncing with Frazer
I was speaking with Bradshaw at Bradshaw FH, and he noticed that when he uses an ampersand in the obituary, it won't sync to their website. Instead, it brings over coding. Additionally, it appears as though the information on the disposition page ...
Tarrence Price
11 months ago
in Passare API
0
Planned