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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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There should be a shortcut button to the calendar from the daily agenda that shows on the Dashboard page so people can go straight into the calendar from that screen.

I have thought this myself and a funeral home brought it up yesterday because they liked the shortcut to templates and case files that appears on each page in the case.
Anna Andrews over 2 years ago in Case Management / Calendar 0 Planned

Credit Card Fee Calculator

For the credit card processing we really need to find a way to have it calculate the fee amount for them. They can even choose or 'bubble' if the Family or Funeral Home is paying the fee, then it calculates it for them. Similar to how it does in t...
Guest over 4 years ago in Case Management / Payments & Adjustments 0 Not being considered

Cemetery phone number on disposition page

We get the address but not the phone number on that landing page.
Holly Stammis over 2 years ago in Case Management / Data Entry 0 Planned

Schedule & Run Reports Pulling Data From 2 Weeks Prior

Users would like the ability to schedule User and System Reports to automatically pull data from 2 weeks prior. Need the following added under Date Range options: Past 2 Weeks Last 2 Weeks
Kaylan Johnson over 2 years ago in Case Management / Reports & Dashboards 0 Future consideration

Additional User Report Fields - Disposition

Customer requested user report fields to pull disposition related information such as cemetery and crematory name, addresses, and state information.
Erin Merriott over 2 years ago in Case Management / User Report 0 Planned

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

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

Remove Ability to Delete Transactions Unless Super Admin

If a User deletes a Transaction from the list on Admin > Accounting (Financial Accounts page), any Payments & Adjustments where that Transaction was used will not be included in Accounting Reports/Exports. Proposed Solution: Remove the tras...
Kaylan Johnson over 2 years ago in Case Management 0 Planned

Restrict ability to delete case files by user role

Restrict the ability to delete uploaded case files by user role, only allowing admins or other designated user roles the ability to delete those files. Would allow us to rely less on paper files and rely more heavily on Passare if we knew uploads ...
Melissa Steeber over 2 years ago in Case Management / Files 0 Planned