đź’ˇ Share your Ideas!
ADD A NEW IDEA

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...
Share feedback 0

All ideas

Showing 622

Ability to Dial Number from Mobile App and more

When developing the Passare App, I had a thought that when inputting families contact information, primarily their phone numbers I would assume that in the app you could tap the phone number and your phone give the option to dial. My idea is could...
Zachary Maikranz over 2 years ago in Mobile 0 Planned

Notifications should be filtered

Hi. I love the Planning Center notifications. However, they are too frequent. It would seem that every time a family types something (even in the same field), it sends an alert. This is my assumption, because when going through the thread of notif...
Guest over 2 years ago in Planning Center 0 Future consideration

Custom Video per Case Type and per Branch

Einan's at Sunset needs to be able to upload another custom video that is only on PreNeed case types in a specific branch. Currently you can only upload a custom video to AtNeed cases. The cutom video selections would need to be by Branch and by C...
Julie Hofmann over 1 year ago in Planning Center 0 Future consideration

Appointment Name Consistency

When scheduling a PN appt on a PN case, the appt shows up on the Case Summary as "Arrangement Appointment" but shows on the System Calendar as "Pre-Need Appointment". Customer asked that these be consistent as "Pre-Need Appointment".
Erin Merriott about 4 years ago in Case Management / Appointments 0 Planned

On obituary, have where we can email obituary to newspapers directly from the obituary we write.

No description provided
Guest over 2 years ago in Planning Center 1 Future consideration

Private way to Identify deceased

I would like to provide private access (maybe a link, etc.) for the NOK to verify the identity of the deceased. If they are not coming into the office, possibly out of state but need to identify in order to proceed with arrangements. Might be a pl...
Guest about 4 years ago in Case Management / Case 0 Future consideration

Bring back note origins

I could be wrong, but I believe that before the May 3 notes update, when you viewed the notes page it would list all case notes but also where they originated from within the case, this was helpful because notes didn't require as much detail to be...
Guest over 1 year ago in Case Management / Notes 0 Planned

Ability to "Lock" Creation of Duplicate Case Identifiers

Customer indicated the warning that a case id is already in use is not enough to deter users from creating duplicate case ids. In turn this causes major accounting export issues. They want to allow their locations to manually enter case ids, but t...
Erin Merriott about 4 years ago in Case Management / Case Identifier 0 Planned

Link related cases

We've been using Passare long enough now that we are often burying spouses, siblings, children, etc. of cases already in Passare. A staff member mentioned today that it would be really nice if there were a way to link that case number to the "fami...
Holly Stammis over 1 year ago in Case Management / Family & Friends 0 Future consideration

Decedent tracking on app and website

I would like to see the ability to change the location of a deceased in the app and on the website. Our old timers can barely text let alone use an app but they can use the website. The website also has larger font and using a keyboard is easier f...
Guest over 1 year ago in Mobile 0 Future consideration