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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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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

Add In-State Transfer as an option on Disposition Page

On disposition>Disposition Type, it would be helpful to have the option to select "in state transfer."
Anna Andrews almost 2 years ago in Case Management / Case 0 Future consideration

Create Permissions for Creating Dashboards/Adding Dashboard Columns

Einan's at Sunset has a transfer team that currently only has permissions to the Decedent Tracking app. However, since they have a Passare log in, they can also access the full dashboard and add any columns that they want to see. This funeral home...
Guest almost 2 years ago in Case Management / Roles & Permissions 0 Planned

Dashboards based on Checklist completion

We use the checklist feature extensively for our funeral planning and internal communication. I have created a number important checklists that we use daily: Basic planning, death certificate, cremation paperwork/process, ready for services; as we...
Holly Stammis almost 2 years ago in Case Management / Checklist 0 Planned

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 almost 2 years ago in Case Management / User Report 0 Planned

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

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 almost 2 years ago in Case Management / Price List 0 New

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 almost 2 years ago in Planning Center 0 Planned

Ability to Delete PL Items from CSV

We need a column on the PL csv for delete (like we now have on the rolodex csv). This will prevent us from manually deleting PL items one by one.
Erin Merriott over 3 years ago in Case Management / Price List 0 Planned

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