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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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Option to send Planning Center correspondence to one email.

Most funeral homes have an info@ email address, and it has become apparent that a great many of them would like the option to send all planning center messages to the info@ address. Having this option would allow the funeral directors to still rec...
Marshall Brooks 2 months ago in Planning Center 0 Already exists

middle name on Family & Friends Page being added to the top section

On the Family & Friends page currently you have to click on the additional information to add the middle name of the family member. It would be much more convenient to be able to add the middle name right there when adding the family member fi...
Chloe Jonas 8 months ago in Case Management / Family & Friends 1 Planned

Attach a document to a Rolodex entry

The ability to attach a document to a rolodex entry. We have many churches and cemeteries that have policies and fee schedules that would be helpful to have right in the rolodex.
Alex Rydell over 2 years ago in Case Management / Rolodex 0 Future consideration

Change Colors of Background

We have several people that work in more than one company in Passare. It would be so helpful if we could customize the background colors (the blue) in the companies to differentiate them at a glance. We frequently have cases created in the wrong c...
Lizz Gasbarro about 1 year ago in Passare API 0 Not being considered

Cursor remaining in the Quick Add Search Box after adding an item to the G&S page.

It has been requested that this feature return. They would like for the cursor to remain in the Quick Add Search Bar after adding an item so that the user does not have to click in the box again to add another item. This would reduce the time spen...
Jennifer Jenson about 1 month ago in Case Management 1 Planned

New Relationship Type - Great-Great-Grandchildren & Grandparents

Are we able to add great-great-grandchildren, great-great-grandson, great-great-granddaughter, great-great-grandparents, great-great-grandmother, and great-great-grandfather as relationship types? Currently, they can only be added by using "other".
Tarrence Price about 1 month ago in Planning Center 0 Gathering interest

Embalming Page- add Tank Size option for all injections/fluids

It was suggested that the option to record the tank size for each injection type be added to the Embalming Page/Care Center in cases where the tank sizes are not the same for all injection fluids. This will help make paperwork/records more accurate.
Jennifer Jenson about 1 month ago in Case Management 0 Planned

calculate the persons age automatically

one less thing to do
Guest 6 months ago in Case Management / Data Entry 1 Planned

Adding memorial contributions to the obituary

When adding a new organization to the rolodex for memorial donations, you are required to add a website for that organization. When no website is entered, Passare will not save the information. Not all non-profits have an on-line donation option. ...
Tim Marodi 4 months ago in Case Management / Rolodex 0 Future consideration

Ability to Create Veteran Specific Checklists

There are many steps that are involved in only veteran cases. Funeral Homes would like the option to set a checklist to show only on Veteran Cases, similar to the Client Service Type/disposition filters
Madison Hicks about 1 month ago in Case Management / Checklist 0 Gathering interest