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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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Default Disposition per Branch

Customer would like to be able to default a disposition per branch like we can for case type per branch. Her example was that the crematory and pet branch disposition will always be cremation (for them).
Erin Merriott over 1 year ago in Case Management / Case 0 Future consideration

Automatically log user, date and time a form is printed.

Passare already automatically tracks contract changes as well as the user, date and time an item is checked off on checklists -- for cases with many hands involved, it would be incredibly beneficial to see if, say, a flag request form had been pri...
Joe Laedtke over 1 year ago in Case Management / Documents 1 Future consideration

Beta app: Ability to see more information on the Manage page

I would like the ability to see more information on the Manage page, like the funeral director's initials, and NoK name, phone, and email.
Guest over 1 year ago in Mobile 0 Future consideration

Beta app: Ability to see/take action on the disposition location's contact information

I would like the ability to see the contact information for the disposition location and interact with it (tap to call, tap to email).
Guest over 1 year ago in Mobile 0 Future consideration

Editable Inventory Transfer Date

When transferring inventory to another org, the date is grayed out. The date the transfer is accepted becomes the date the items are removed from/on reports. Often a location will transfer an item but the person responsible for accepting the inven...
Erin Merriott over 3 years ago in Case Management / Inventory 0 Planned

Canada firm rolodex entries don't default to Canadian fields (province/postal code)

When creating a new rolodex entry through a case in a Canadian firm, Canada is the default country but it shows county, state, zip fields. If you switch it off Canada to a different country and back to Canada, it show correct fields (province &...
Madison Hicks over 1 year ago in Case Management / Rolodex 0 Planned

Larger logo on invitation

I have had multiple FHs ask that we make the logo larger on the invitation to the planning center that goes to the families. It is hard or impossible to read the logo depending on the design as it is currently. Here is an example with my test FH.
Anna Andrews over 1 year ago in Planning Center 0 Gathering interest

Accounting Exports

I would like to be able to enter a transaction, i.e. adjustment, correcting invoice or payment, and have the option to check a box that says "DO NOT EXPORT THIS". This would be helpful in balancing from Passare to Quickbooks. Instead of fixing the...
Belinda Honea over 1 year ago in Case Management / Accounting 0 Future consideration

Mobile Read-Only Permissions

We are needing the capability to offer a true "Read-Only" to mobile users. There are certain users we need to only view the tracked data and not change it, but currently they can update locations & personal affects while having only a "Read" p...
Jessie Goggans over 3 years ago in Mobile 0 Planned

Custom Fields: Add type to include Family and Friends

On many of the edit dialog screens (e.g., Family member edit), for the lower fields, like Phone and Email, the dialog box does not auto-adjust for the phone's on-screen keyboard. Therefore, the cursor is hidden under the keyboard and you can't see...
Guest almost 2 years ago in Mobile 0 Planned