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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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New Options under Rolodex Entries

Heard from a customer today that they would love to have a physical address and mailing address entries in the rolodex because they have a few crematories for example that have different addresses for both. They would also love to have the ability...
Guest almost 2 years ago in Passare API 0 Gathering interest

Populate case info on Cash cases from At Need cases

When I enter a new cash sale from a family that we already served, it would be helpful and time saving if the address info populated when you start to enter the name info
Guest almost 2 years ago in Case Management / Data Entry 0 Future consideration

Merchandise reports

There are some reports that I would find really useful that don't exist--or at least I don't think they exist. Basically, I want to know what our most popular caskets have been over the last 2 years. But all I can get is a list of ALL of the merch...
Holly Stammis almost 2 years ago in Case Management / User Report 0 Planned

Disposition page: Add space to enter grave location GPS coordinates with lot description.

We often don't have access to lot description in our various private cemeteries, but we make note of their GPS coordinates on every grave for future reference.
Joseph Schuller almost 2 years ago in Case Management / Case 0 Future consideration

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

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

Background or font color for notifications

Unless I'm sitting at a PC and have my window full size, (so basically, when I'm using my phone, tablet, or have a split screen on my PC), the background of the note notifications is a light gray, and the font is white. So it's unreadable. Which m...
Holly Stammis almost 2 years ago in Case Management / Notifications 0 Planned

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

Add Coroner/ME contacted box to First call

I'm having a hard time getting this box accurately checked off by staff for every case, and I just realized it's because it's not on the first call page. I'd like to see this check box added to the first call page, preferably by either the locatio...
Holly Stammis almost 2 years ago in Case Management / Data Entry 0 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