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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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'Next Case' Arrow Button

While working inside a case, it would be helpful to have a "Next Case" button that tabs through each case as ordered on the Case Listing page. This is really helpful for firms closing out cases for month-end reports (like Vertin) and helps streaml...
Jessie Goggans about 4 years ago in Case Management / Automations & Triggers 0 Planned

Move SSN on Vitals Page

Could you please move SSN above marital status on the Beta version of the Vitals page? Currently, you select Marital Status first, then if a spouse exists, their first & last name boxes appear. The SSN box is immediately after the spouse. At f...
Guest about 1 year ago in Case Management / Data Entry 0 Planned

Dropdown Case Files

When there are a lot of files/photos on the case files sidebar, if there could be an option to have a dropdown of the files, this way they are all compacted.
Guest about 1 year ago in Case Management / Files 0 Future consideration

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 about 3 years ago in Case Management / Notifications 1 Future consideration

Editing Document Before Sending for eSignatures

There are many situations when a document is not (and cannot be) fully populated when generated from Passare. Perhaps Passare does not track the field(s) needed on a specific form, or other edits need to be made before sending for signatures. It i...
Jessie Goggans over 4 years ago in Case Management / Documents 4 Planned

Family & Friends: Don't disable email address field on the Passare side if previously invited by text

Currently, if a Family/Friend is invited to the PC via text message, either by the FH or by another family member, if we try to add an email address for them on the Passare side, we are not able to, as the field is grayed out and not available. I ...
Guest about 1 year ago in Planning Center 0 Future consideration

Shrink the File Name column or make it wrap when working on documents so it is easier to download the YAML or original form

When working on documents, you have to either zoom out in order to see the document name and the download YAML or Original document button. If we could shrink or wrap the file name column, it would be much easier to see what document is on what row.
Julie Hofmann over 4 years ago in Case Management / Documents 0 Planned

Location Filter For Reports & Batch Forms

Several firms have asked about being able to generate a report for a specific location or locations. Could location be added as a filter option in reports and batch forms? Perhaps it could pull from the rolodex, and users can choose specific locat...
Tarrence Price about 1 year ago in Case Management / User Report 0 Future consideration

Appointment Name Consistency

When scheduling a PN appt on a PN case, the appt shows up on the Case Summary as "Arrangement Appointment" but shows on the System Calendar as "Pre-Need Appointment". Customer asked that these be consistent as "Pre-Need Appointment".
Erin Merriott over 4 years ago in Case Management / Appointments 0 Planned

Allow pdf documents to be attached to the note section of checks

It would be helpful to attach invoices to the notes section of a check for quick reference between accounting and the funeral home.
Duane Morey about 2 years ago in Case Management / Accounting 0 Future consideration