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...

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Showing 621

2 VOTE

Add the closed caption feature for support videos

This will help those who need the closed caption feature to understand the platform.

Guest over 3 years ago in Planning Center 0 Planned

1 VOTE

Veteran Rank as item to pull on user reports

It would be helpful to be able to pull the field on the veteran information page called "current or most recent ranking" onto a user report.

Anna Andrews over 1 year ago in Case Management / User Report 0 Planned

1 VOTE

Schedule Price List Disclosure Dates

Please create a functionality to allow scheduling of effective dates for price lists, so that form disclosures may be updated automatically. Since we are now able to schedule in the prices themselves, adding in the effective dates would make it so...

Guest over 1 year ago in Case Management / Price List 0 New

1 VOTE

Update to video

The video in the planning center talks about starting on the collect tab but this has now changed to the gather tab!

Anna Andrews over 1 year ago in Planning Center 0 Planned

2 VOTE

Ability to Calculate Sales Tax off of Total Taxable Amount

Customer Experience: Currently Passare's Sales Tax is setup to tax by item. In Connecticut they tax based on the Total Taxable Amount at a tiered basis. The customer is taxed on anything over $2500. Passare's current setup for taxing does not supp...

Sierra Chaffin over 3 years ago in Case Management / Accounting 1 Future consideration

1 VOTE

Edit cash advance description after a case is signed

Once a case is signed the line items are set in stone. It would be extremely helpful if cash advance descriptions were editable after signing a case (not the cost portion). Sometimes we think we have the name spelled correctly for an honorarium na...

Guest almost 2 years ago in Passare API 0 Not being considered

1 VOTE

Allowing Families to Choose Branch to Plan with

Families can choose which branch of a funeral home that they are planning with. May it be that they have other family members who have planned there, or created relationships with someone who works at the funeral home.

Guest almost 2 years ago in Case Management / Appointments 0 Future consideration

1 VOTE

Searching for Branches

It would be a time saver if we were able to search for branches on their own, rather than searching for the organization, then branch. Having the ability to search for the branch along with the organization would help us find our homes better.

Guest almost 2 years ago in Case Management / Search 0 Future consideration

1 VOTE

Show Pending Payments in Payments Tab

Currently in the Payments tab of the PC, if there are payments pending, such as a Preneed payment, those are not reflected in the balance. I understand why, but in many cases, those "pending" funds are in fact, guaranteed, but can't be shown as su...

Guest almost 2 years ago in Case Management 0 Future consideration

1 VOTE

Beta app: Ability to see the arrangement meeting information

I would like the ability to see the arrangement meeting information for a case.

Guest almost 2 years ago in Mobile 0 Future consideration

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