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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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Sending the family a link for ID View

ID View so there is the capability to send the family a link so they can do the ID view and the link would expire after the ID's have been seen.
Chloe Jonas over 2 years ago in Case Management / Case 0 Planned

Use sender's user name instead up just address

When I get a reminder or notice from a co-worker, their name appears as their email address, not their names. Not everyone's email address is related to the name they are known by, which can be confusing. When I send a reminder or message, I use t...
Holly Stammis over 2 years ago in Case Management / Notifications 0 Planned

Shipping Information Pull From Rolodex

I spoke with Glenn at Mckoon Funeral Home and he said they do a lot of shipping and it would be beneficial for the "ship from" and "ship to" dropdowns to pull from the rolodex. Currently, the only options are the branches of that organization. It ...
Tarrence Price over 2 years ago in Case Management / Rolodex 1 Planned

A way to respond to messages and notifications

We use the Organization Messages and Reminders and Notifications more and more to communicate. I could see us potentially moving away from Slack and text messaging for communicating our "outside of cases" conversations and memos. But the reasons w...
Holly Stammis over 2 years ago in Case Management / Notifications 1 Future consideration

Make the parents' "deceased" button the top question, not last

so often the funeral directors forget to ask this question, or staff leave the default "no" option marked. It might be nice if the default was "yes" that the parents are deceased, because they usually are, and if this question were either in the f...
Holly Stammis over 2 years ago in Case Management / Data Entry 1 Planned

Calendar Sync

When the calendar is synced to mobile, it does not list all of the information for the event in Passare. I have attached two screenshots showing the calendar entries for an arrangement meeting. On desktop, the event name is "Arrangement Meeting fo...
Devin Pauly over 2 years ago in Case Management / Calendar 1 Planned

When searching for a family member on a case, show their name as part of the search results.

Currently, when searching for someone that is a family & friend on a case, there is no way of knowing what case the person is associated with. The search results only show the decedent's name. It would be helpful to also see the name of the fa...
Guest over 2 years ago in Case Management / Case 0 Planned

Ancient Burials - British Columbian, Canada Field differences.

I am currently working with Zane Green at Ancient Burials, a Canadian firm. There are a few things he has pointed out to me in Passare that doesn’t match to the information they would need to record. On the First Call page, we have changed Social ...
Chloe Jonas over 2 years ago in Case Management / Data Entry 0 Planned

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 over 2 years ago in Case Management / Documents 1 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 over 2 years ago in Case Management / Care Center 0 Planned