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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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Price List Categories in User Reports

Users would like the ability to create a User Report with a column(s) that include categories and respective sales data. Much like the Survey Report or General Sales columns - we'd like the capability to see sales data per category in User Reports...
Jessie Goggans almost 3 years ago in Case Management / User Report 2 Shipped

Custom Fields Per Case Type

Would be beneficial to have custom fields per case type because if I use all 20 of my custom fields for information on a preneed. I no longer have any custom fields I can use for at-needs.
Sierra Chaffin almost 4 years ago in Case Management / Case 0 Shipped

Highlight or Asterisk Fields in the Collaboration Center that are necessary

We would like to be able to clearly point out what fields we need the family to fill out in the Collaboration Center. If we could asterisk or highlight the fields we always need filled out from the family that would make it less overwhelming to th...
Guest about 4 years ago in Planning Center 1 Shipped

Include All Case Types on the Case Count System Report

A customer is needing a report with the number of cases for each case type they had last year/this year. In our system report Case Count it only counts the number of At-Needs and groups it by Case Status & Branch. We need this report to pull t...
Sierra Chaffin over 3 years ago in Case Management / System Report 0 Shipped

Add Deputy Coroner as an option to D.C. Signed By Dropdown on Vital Stats/First Call Page

Deputy Coroners have the ability to sign Death Certificates but in Passare is not an option in the D. C. Signed By drop down. This is a hindrance because we can not accurately notate who signed the DC if they are a Deputy Coroner. It would be nice...
Sierra Chaffin over 3 years ago in Case Management / Data Entry 0 Shipped

Add Columns to Survey Report

Would like to add Contract Current Balance and Case Status as options for columns in the Survey Report.
Guest almost 4 years ago in Case Management / Reports & Dashboards 1 Shipped

VA Presidential Certificate

It would be nice if the funeral home was an available choice for "mail the VA Presidential Certificates to". This would be an easy way for sales professionals to follow up with a family in the funeral home. The funeral home would receive the certi...
Joanna Gore about 4 years ago in Case Management / Documents 0 Shipped

Schedule Lock Obit

Would like a way to schedule locking the Obituary so that it will automatically be done and not forgotten so that family members cannot edit the obituary after the scheduled date.
Guest about 4 years ago in Planning Center 0 Shipped

Create "quick add" fields for Family & Friends

When entering Family & Friends, it would be helpful to have the option to add a family member by name and relationship alone, without going to a separate form to do so. If you wanted to add more detail, you could open up the form to do that af...
Marcus Wilson about 4 years ago in Case Management / Data Entry / Family & Friends 1 Shipped

Add Nurse Practitioner in Provider Types

Joann Brittingham at Short Funeral Home in Delmar, DE has asked if there was an option to include Nurse Practitioner in the list of Provider Types when adding a Rolodex entry from within the case. She gave the example that they have a lot of Nurse...
Product Team over 4 years ago in Case Management / Rolodex 1 Shipped