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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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Auto Generated City, State, County

It would be great if Passare had a feature to auto generate the City, State and County when we enter a zip code.
Guest about 4 years ago in Case Management / Data Entry 1 Already exists

User Reports fields to indicate where the data is coming from in Passare

As a user, I would like to see where the data is coming from in Passare for the User Reports.
Product Team about 4 years ago in Case Management / User Report 0 Not being considered

Ability to have a quick add button for each section in Goods & Services

As a user, I would like the ability to have a quick add button for each of the sections on the Goods & Services page.
Product Team about 4 years ago in Case Management / Goods & Services 0 Not being considered

Adding New Column (i.e., Has Unsigned Changes) Should Add to All Filtered Tabs (Pre-Existing and Newly Created)

If a User has multiple tabs on their Dashboard (Case Listing) and they add the newly created column "Has Unsigned Changes" to the main All Cases tab, this column should appear in every tab on the current dashboard. Otherwise, the user has to clic...
Kaylan Johnson about 4 years ago in Case Management 0 Not being considered

Customize an AR Report

Being able to customize your AR report so employees can see the items you feel most important. Date of Death, Beginning Balance, Ending Balance and Date of Last Payment.
Guest about 4 years ago in Case Management / Accounting 0 Already exists

WePay invoice at end of month not out of transaction amount.

Bank statements don't match deposits on invoice, makes reconciliation / auditing more difficult. An invoice at the end of the month or an automatic bank transfer would be acceptable.
Jim Golub about 4 years ago in Case Management / Integrations 1 Not being considered

Allow the program to open to the Vital Stats Tab, last at-need case every time

It would be nice to allow the program to open to the Vital Stats Tab, last at-need case every time without having to tab through all cases, pre-need, and at-need, then selecting a case and beginning at the first call tab. It is a lot of unnecessar...
Product Team about 4 years ago in Case Management 0 Not being considered

Display notes on AR Report

We want notes that are entered into the case (Payments & Adjustments notes) to show up on the AR report next to each case's balance.
Guest about 4 years ago in Case Management / System Report 0 Not being considered

Allow for admins to see multiple companies without having to switch between them

Allow for admins to see multiple companies without having to switch between them
Guest about 4 years ago in Case Management 0 Not being considered

Case Identifier - issue with sequential order

I have 2 examples so far where the customer is calling to complain that their case identifiers are not going in sequential order. Ticket 78368107 the order of 001, 002, 003 & then jumped to 104. Ticket 78284028 the order of 9, 10, 11, 12 &...
Guest over 4 years ago in Case Management / Case Identifier 0 Already exists