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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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Allow one payment to be split across multiple cases for Pet Clinics or Trade Businesses

Currently Best Friends Pet Services (A French Funerals Company) has the ability in SRS to enter one lump sum payment, and select multiple cases to apply the payment to. For example I get $1000 check from a veterinarian clinic and I need to apply i...
Julie Hofmann 5 months ago in Case Management / Payments & Adjustments 0 Planned

Bulk delete reports

How can we delete previously created reports from the lists? i can only imagine keeping them makes rendering the list slower, but i can only delete old reports one at a time?
Kurt Edenbach 5 months ago in Case Management / System Report 0 Future consideration

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 6 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 6 months ago in Passare API 0 Gathering interest

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 6 months ago in Case Management / Documents 1 Planned

Sort Batch Forms by trade business

It would be helpful to sort or group batch forms by the trade business. This would make invoicing significantly easier
Madison Hicks 6 months ago in Case Management / Batch Forms 0 Planned

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...
Julie Hofmann 7 months ago in Case Management / User Report 0 Planned

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 7 months ago in Passare API 0 Planned

Saved Configuration names showing when reports/batch forms are ran

Funeral Homes will often create saved configurations that filter specific branches/case tags/trade businesses and then run them all back to back. I would like to see in my download center the name of the saved configuration instead of the name of ...
Madison Hicks 7 months ago in Case Management / Reports & Dashboards 0 Planned

Batch Forms Sorting by Case Number

Add a option to sort batch forms by case number when you generate them
Guest 7 months ago in Case Management 0 Future consideration