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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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Add an approval button for check writing.

Impact Funeral Partners has locations all over the US but only two people that can sign checks. They would like Passare to come up with a way for them to approve the checks but allow the site managers to write and print the checks. Ideally, the ma...
Julie Hofmann 10 months ago in Case Management / Accounting 0 Planned

Beta app: Ability to input dates using the number pad

I would like the ability to input dates using the number pad instead of the scrolling numbers.
Guest over 2 years ago in Mobile 0 Future consideration

Display Middle Name and Suffix

I have had a request from a funeral home to have the middle name and suffix displayed on the main dashboard page in the passare beta app, rather than thew first and last name. What might be helpful is having that as a toggle feature, so as to not ...
Guest over 1 year ago in Mobile 0 Future consideration

Easy way to respond to Families Emails

When a family sends us an email through the Planning Center, the email does not provide an easy way for us to respond if we are on the go. The only way is to log into Passare, locate the email address and email them back. It would be really helpfu...
Guest about 4 years ago in Planning Center 1 Planned

Ability to mark spouse as deceased from Vital Statistics page

It would be helpful to be able to mark the decedent's spouse as deceased from the Vital Statistics page, like you can do with parents., so that it can carry through to the Friends and Family page.
John Souter almost 5 years ago in Case Management 0 Planned

Trade Case

It would be nice to be able to have a trade funeral home esign any forms as well as families we are serving. Trade funeral home could sign contracts for work agreement. We could also invite them to planning center to fill out vital information tha...
Guest over 2 years ago in Case Management / Integrations 0 Planned

Mobile Beta: For drop-down lists that are not multi-select, close the list rather than requiring pressing "Done"

On drop-down lists where only one option is possible (radio vs. checkbox), close the list, instead of requiring the pressing of "Done" for faster entry. Example: Family relationship.
Guest over 2 years ago in Mobile 0 Future consideration

View and change custom fields and case tags in the mobile beta app

Funeral Homes of Texas would like to see and be able to edit both case tags and custom fields in the Mobile Beta App.
Julie Hofmann over 1 year ago in Mobile 0 Future consideration

Add ME/Coroner County field to the Vital Stats Page

Krause funeral home would like a field added to the Vital Stats page where when the ME/Coroner checkbox is selected, a field pops up for the County. The ME/Coroner County is not always the same as the place of death so they need this for reference...
Julie Hofmann over 3 years ago in Case Management / Data Entry 0 Planned

Ability to Restore Deleted Checklists from Case

Idea: I have had a few instances where a checklist has been accidently deleted from a case, it would be nice if there was a way to add that deleted checklist back to the case. For example, on one of my cases I accidentally deleted the checklist ...
Guest about 5 years ago in Case Management / Checklist 2 Not being considered