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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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Add identifiable funeral home name to Passare email address

Many families delete emails from Passare <no-reply@passare.com> because they think they are spam. I verbally explain to families the invitation will not say Thomas McAfee, and they always ask why not. After experiencing this issue multiple t...
Guest about 4 years ago in Planning Center 0 Shipped

Ability to change the order of Custom Fields

It would very helpful to be able to change the order of our custom fields. Also, when fields are removed and added the numbering sequence gets completely thrown off.
Jill Materia over 2 years ago in Case Management 1 Shipped

Export Date Column

Would be nice to have a column available on the Dashboard that shows the Exported to Accounting date to be able to quickly see which cases need to be exported. It is tedious work to have to click into each case when checking what has and has not b...
Guest over 5 years ago in Case Management / Reports & Dashboards 0 Shipped

Aged Days Column - Count to Start at '0'

Currently, the Aged Days column in User Reports begins counting at '1'. This column is used to see how many days it takes to close out a contract, but skews data by not starting at '0'. For example, if my Aging column has dynamic filtering set to ...
Jessie Goggans almost 5 years ago in Case Management / User Report 0 Shipped

Dashboard Widget for Check Lists

Within the Dashboards page, I would like to be able to see a Check Lists widget. This will allow me to view the progress of certain tasks for all cases at a quick-glance, without having to run reports or check individual cases) (tab per check list...
Guest almost 6 years ago in Case Management / Checklist 0 Shipped

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 over 4 years ago in Case Management / User Report 2 Shipped

Electronically sign documents in arrangement.

I would like the ability to have a family electronically sign documents on a tablet or iPad during an arrangement conference.
Guest over 5 years ago in Case Management / Documents 0 Shipped

Confirmation Notice (Green Bar)

When an update/change is made a Green bar shows at the bottom of the screen, confirming that update/change. This is great, unless you are updating, creating or changing several things & then a Green bar will show up for each item. This can qui...
Denise Chabarria over 5 years ago in Case Management / Case 1 Shipped

Improved photo/document uploading in the Collaboration Center

User Story As a user, Specifications Uploading photos and documents from collaboration center. Will there be an easier process vs. having to upload each photo/document individually?
Guest over 5 years ago in Planning Center 2 Shipped

Batch Forms having an automatic run option

Several customers who have been trained on using batch forms have asked if there was a way to automatically run batch forms like you can with other reporting options within the platform. This would add value to those who are currently using the Ba...
Chloe Jonas over 3 years ago in Case Management / Automations & Triggers 0 Shipped