Pinned ideas

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...

All ideas

Showing 561 of 561

1 VOTE

Good & Services Tags In Price List

In the Price List, you can create G&S and SFG Tags for any given item. However, you can only filter by the SFG Tags in the Price List section within Passare. So as an example, if I wanted to separate my caskets by brand or type using SFG Tags,...

Guest over 1 year ago in Case Management / Price List 0 Future consideration

2 VOTE

Owner Info Columns for Pet Case Reporting

Could we have "Owner" info columns available for reporting on Pet Cases? Currently the only options in User Reports are Pet Business and Primary Purchaser.

Erin Merriott almost 3 years ago in Case Management / User Report 1 Planned

2 VOTE

Add the closed caption feature for support videos

This will help those who need the closed caption feature to understand the platform.

Guest about 3 years ago in Planning Center 0 Planned

1 VOTE

Returning Back to Page You Were On

When adding and editing price list items, upon going back to the main page, it takes you back to the very beginning, rather than being taken back to the last page you were on. For example, if you are on page 5 of a price list, when you return from...

Guest over 1 year ago in Passare API 0 Gathering interest

2 VOTE

Ability to Calculate Sales Tax off of Total Taxable Amount

Customer Experience: Currently Passare's Sales Tax is setup to tax by item. In Connecticut they tax based on the Total Taxable Amount at a tiered basis. The customer is taxed on anything over $2500. Passare's current setup for taxing does not supp...

Sierra Chaffin about 3 years ago in Case Management / Accounting 1 Future consideration

2 VOTE

Search Bar & Ability to Save Filters/Tabs on Check Writing Page

Customers are requesting a search bar on the check writing page that allows them to search by check number, payee, amount, etc. They would also like to be able to save filters as tabs like you can on the case listing page. Currently if you need to...

Erin Merriott about 3 years ago in Case Management / Check Writing 1 Planned

1 VOTE

There needs to be a spot for "NA" on the parents. The death certificate system has one also. Not everyone knows their parents name. Leslie Buehler is an example on D22-011.

No description provided

Guest over 1 year ago in Case Management / Family & Friends 0 Future consideration

1 VOTE

Print from the obituary

Currently using google to write obit when with family. It would be great to write the obit in passare and print from the passare obituary page for the families to look over before sending to papers etc.

Angela Gard over 1 year ago in Planning Center 0 Gathering interest

1 VOTE

Change ability to check whether there is jewelry or pacemaker

Currently, the questions are "Pacemaker removed?" and "Jewelry removed?" There needs to be either an option to ask if there is jewelry or pacemaker and then to ask if removed, or to have a N/A option.

Carol Harley over 1 year ago in Case Management / Care Center 0 Future consideration

2 VOTE

Ability to Delete PL Items from CSV

We need a column on the PL csv for delete (like we now have on the rolodex csv). This will prevent us from manually deleting PL items one by one.

Erin Merriott about 3 years ago in Case Management / Price List 0 Planned

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