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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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Showing 535 of 535

Funeral Innovations Preview Option

Would like to be able to preview data before syncing to my Funeral Innovations site. Right now the sync button immediately posts the information to my live website, which has caused frustration. I would like to be able to see all of the data synci...
Guest almost 4 years ago in Case Management / Integrations 4 Planned

Stainless steel trackers for Decedent Tracking that can double as cremation disc

Current tags can get soggy or soiled when embalming, depending on the decedent. Would like heavier quality tags, but even better would be stainless steel trackers (these could double as the cremation disc on cremation cases). Could also consider a...
Melissa Steeber almost 2 years ago in Case Management / Case 0 Not being considered

Custom Fields: Add type to include Family and Friends

Currently when you check the box for submitting a check requests. The only thing you can modify is the payee. In Texas we are allowed to upcharge Cash Advance items. In those cases, the bookkeeper needs to know if the amount is different than what...
Guest almost 2 years ago in Case Management / Check Writing 0 Future consideration

Obituary page to have new section added with information on what newspapers and what dates to run the obit in for the staff to see and work off of.

Currently, there are no drop down boxes or information boxes, where the newspapers that obituaries are to run in and and no drop down box or information box that tells a user where, when and how many days to run an obituary in the paper for the de...
Belinda Honea almost 2 years ago in Case Management / Obituary 0 Future consideration

Create reports based off dashboard tab information

I currently have several dashboard tabs set up for specific information I use for different tasks on a daily basis. I also create additional customized tabs for special projects. It would be extremely helpful to be able to export the information d...
Guest almost 4 years ago in Case Management / Reports & Dashboards 1 New

Self populate where information has already been provided on another screen so you don't have enter it. Flash if their is more than one person with the same name.

No description provided
Guest almost 2 years ago in Passare API 0 Already exists

WePay API integration

I was looking to set up WePay and my first question for Passare, especially in these times, is there an integration setting that would allow us to email an invoice directly to the family for them to pay online themselves. I found out we can’t. A q...
Eric Keyser almost 4 years ago in Passare API 1 Planned

Livestreaming Link

I would like to a Livestreaming service option that would allow us to share the RRL link in the same manner that you would share a physical address for the service location.
Reuben Feuerborn almost 4 years ago in Case Management 0 Planned

Save common entries (like place names, common names, etc.) so we can autofill fields after typing the first few letters

As a user, it would save time and help out if common entries are saved so as we type them out, we have the option to select a commonly entered name/entry. Kind of like a predictive keyboard. For example, if my county name is really long, I could j...
Product Team almost 4 years ago in Case Management / Data Entry 0 Not being considered

Customizing Service Preference Questions

It would be very helpful if we could customize the questions in the Service Preferences tab of the collaboration center. As it is worded now, the question about ceremony only includes options for viewing or a graveside service where most families ...
Guest almost 4 years ago in Planning Center 2 Not being considered