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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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Ability to Delete PL Items from CSV

We need a column on the PL csv for delete (like we now have on the rolodex csv). This will prevent us from manually deleting PL items one by one.
Erin Merriott over 3 years ago in Case Management / Price List 0 Planned

Allowing Families to Choose Branch to Plan with

Families can choose which branch of a funeral home that they are planning with. May it be that they have other family members who have planned there, or created relationships with someone who works at the funeral home.
Guest almost 2 years ago in Case Management / Appointments 0 Future consideration

Configure Columns on Accounts Page

It would be useful if columns on the accounts page could be configured like the dashboard. Another useful feature would be to have it setup where you can see the cases that are associated with a check when you hover over the check number, or a lin...
Tarrence Price almost 4 years ago in Case Management / Accounting 0 Not being considered

Inventory On-Hand Report Changes

Inventory On Hand Report needs to include the following information to meet Federated inventory report requirements. This is important for all customers using Federated and Passare Inventory feature: Add Manufacturer column (pulling from Price Lis...
Jessie Goggans almost 4 years ago in Case Management / Integrations / System Report 1 Future consideration

Searching for Branches

It would be a time saver if we were able to search for branches on their own, rather than searching for the organization, then branch. Having the ability to search for the branch along with the organization would help us find our homes better.
Guest almost 2 years ago in Case Management / Search 0 Future consideration

Show Pending Payments in Payments Tab

Currently in the Payments tab of the PC, if there are payments pending, such as a Preneed payment, those are not reflected in the balance. I understand why, but in many cases, those "pending" funds are in fact, guaranteed, but can't be shown as su...
Guest almost 2 years ago in Case Management 0 Future consideration

Include Column for TOD and DOD Combined on Case Listing

Currently, you can sort cases by Case Created At, which includes a timestamp of when the case was created (unchangeable). This ensures the integrity of the order in which the cases were created if sorting by this column. Sorting by the Decedent Da...
Kaylan Johnson almost 4 years ago in Case Management / Automations & Triggers 0 Planned

Case type suggestions

My staff has a few suggestions/complaints about how cases can be managed due to the case/client type/status. Can we please be allowed to choose a client service type for an Imminent Need case? Preneed cases would be nice too, but it's especially f...
Holly Stammis almost 2 years ago in Case Management / Data Entry 0 Future consideration

Editable Inventory Transfer Date

When transferring inventory to another org, the date is grayed out. The date the transfer is accepted becomes the date the items are removed from/on reports. Often a location will transfer an item but the person responsible for accepting the inven...
Erin Merriott almost 4 years ago in Case Management / Inventory 0 Planned

Good & Services Tags In Price List

In the Price List, you can create G&S and SFG Tags for any given item. However, you can only filter by the SFG Tags in the Price List section within Passare. So as an example, if I wanted to separate my caskets by brand or type using SFG Tags,...
Guest almost 2 years ago in Case Management / Price List 0 Future consideration