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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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Every page: Top right corner where name, dates, case identifier is located, add the picture of the deceased.

Many times we forget when enering the data of many cases, that there is a person attached to the case number. It would be nice for director and staff to have that reminder. My picture is up in the corner, and I know what I should look like.
Joseph Schuller almost 2 years ago in Case Management / Case 0 Future consideration

Disposition page: Add place to download photo of monument/marker similar to obituary page.

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Joseph Schuller almost 2 years ago in Case Management / Case 1 Future consideration

Bring back note origins

I could be wrong, but I believe that before the May 3 notes update, when you viewed the notes page it would list all case notes but also where they originated from within the case, this was helpful because notes didn't require as much detail to be...
Guest 12 months ago in Case Management / Notes 0 Planned

Link related cases

We've been using Passare long enough now that we are often burying spouses, siblings, children, etc. of cases already in Passare. A staff member mentioned today that it would be really nice if there were a way to link that case number to the "fami...
Holly Stammis almost 1 year ago in Case Management / Family & Friends 0 Future consideration

Decedent tracking on app and website

I would like to see the ability to change the location of a deceased in the app and on the website. Our old timers can barely text let alone use an app but they can use the website. The website also has larger font and using a keyboard is easier f...
Guest about 1 year ago in Mobile 0 Future consideration

Add @ symbol to be default key on the keyboard for Notes and Comments

We already do this on the login page, we should also do it for Notes and Comments.
Josh McQueen about 1 year ago in Mobile 0 Planned

Recognize URLs within Mobile notes

It would be great if URLs could be recognized within a Note and opened in the user's default browser.
Guest about 1 year ago in Mobile 0 Planned

Check Numbers

Currently, when a check is flagged printed in Passare it is locked and the funeral home is unable to change the check number. It would be beneficial to be able to unlock this feature to change a check number. This would alleviate the need to void ...
Joanna Gore about 4 years ago in Case Management / Accounting 0 Not being considered

Expanding Copy Pre-Need Contract, At-Need Drop Down

Some items cannot be fully viewed when utilizing the Copy Pre-Need Contract and selecting items for the At-Need Contract. Can we have a way to expand the dropdown in order to see what the full line item?
Guest about 1 year ago in Case Management / Goods & Services 0 Planned

Adding a space for notes in Planning Center between family and FD

I had a FH suggest that there be a field in the Planning Center where FDs and Families can exchange notes. I think this would be a great way to have less emailing between these parties. Also so families can write notes to each other when they live...
Anna Andrews about 2 years ago in Planning Center 3 Planned