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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

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

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 over 1 year ago in Mobile 0 Planned

Calendar Events - Include "Added by" Username & Date/Time Info

Admins want to see who/when events are created so that if there is a conflict, they can go to the user and adjust the events as needed. There is currently no record of who/when events are created that is accessible outside of Development looking i...
Kaylan Johnson almost 2 years ago in Passare API 0 Gathering interest

Sending Planning Center invite in Mobile Beta is impossible unless BOTH email and phone are entered

In the web app, if you want to invite a family member to the PC, you can do so with either a mobile number or an email. You do not have to have both. In the mobile app, however, both are required. Please fix this so that the PC invite can be sent ...
Guest almost 2 years ago in Mobile 0 Planned