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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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Electronic Funds Transfer Option in Check Writing

Funeral Homes of Texas would like the ability to enter "ETF" as a check number when the check is actually just an electronic transfer of funds. They would like to be able to have a choice for this or just manually enter ETF and be allowed to use E...
Julie Hofmann over 1 year ago in Case Management / Check Writing 0 Planned

Ability to add different merchandise etc. to the Inventory Management Secetion

It would be great to see "Our Cost" & "Customer Cost". Whether the Merchandise is on display (with the #) and how many in storage and the total number. Also the ability to add other merchandise on "our end" to add to the list .
Guest over 4 years ago in Case Management / Inventory 1 New

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

Improving Selecting Memorial Content on Memorial Templates

When a Memorial Template is the at the end of list in the Templates, it can be difficult to select the Memorial Content. I have attached a screenshot of an example. You are not able to see the "Select" button. You need to scroll down on a specific...
Devin Pauly almost 3 years ago in Case Management / Documents 1 Planned

Allow for Formatting in Organization Messages

Need to be able to format Organization Messages. Currently, if I create a message in bullet point format, or with spacing I feel is appropriate to serve as a quick reference organization message for staff, the formatting is disregarded once I publ...
Jay McAfee over 4 years ago in Case Management 0 Planned

Care Center: Cremation - Case Listing Columns

User would like to build a care center log using Dashboards. Requesting the following: 1) CC Cremation: Pickup Cremated Remains Date 2) CC Cremation: Pickup Cremated Remains Date 3) CC Cremation: Pickup Cremated Remains Date and Time These fields ...
Jessie Goggans almost 3 years ago in Case Management / Care Center 0 Planned

Auto capitalize the first letter in fields like names, cities, etc.

As a user, it would be helpful and save time if when we entered first, middle, last names and other fields that need to be capitalized, it would automatically capitalize the first letter.
Product Team over 4 years ago in Case Management / Data Entry 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 over 1 year ago in Case Management / Goods & Services 0 Planned

Ability to change an At Need

It would be great to be able to change and at need case to a trade case when it has been brought in using ASD sync.
Guest over 4 years ago in Case Management / Case Identifier 1 New