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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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Batch Description Column added to the Batch Deposit Export

McLane Funeral home is actively using our Batch Deposit feature, as well as the export. The issue that they have run into is the 'description' column is not a part of our export in Passare. It is also not a field that can be added to a user report...
Chloe Jonas over 1 year ago in Case Management / Batch Deposits 0 Planned

"Other" Rolodex Entries added as a payer

Having the option to have a Rolodex entry that is listed as "Other" on the "Other-Organization" be able to have the option to be added as payer on the payments and adjustments. Especially when that organization is used frequently.
Guest over 1 year ago in Case Management / Rolodex 0 Future consideration

Notify FD when Obituary is complete in PC

Almost every family that composes their obituary on the PC ends up calling to ask why the obituary they completed "yesterday" is not on our website. Well, that's because I didn't know they were finished with it. I often ask the families to let me ...
Guest over 1 year ago in Planning Center 0 Already exists

Require Name at Birth for Mother and Wife

Almost every time a family completes the PC with us, they leave the Name at Birth blank on people where we need it. Those two people would be the mother of the decedent and the wife of a male decedent. Can we make those fields required, ONLY if a ...
Guest over 1 year ago in Planning Center 0 Future consideration

Check Requests - Amount Override

Since in some instances, a Cash Advance item can be sold for more than what the payment to the 3rd party needs to be, please make it possible for the FD to override the amount. This could be defined in the item's details, rather than making it glo...
Guest over 1 year ago in Case Management / Accounting 1 Already exists

Owner Info Columns for Pet Case Reporting

Could we have "Owner" info columns available for reporting on Pet Cases? Currently the only options in User Reports are Pet Business and Primary Purchaser.
Erin Merriott over 3 years ago in Case Management / User Report 1 Planned

Price list required field

This idea is similar to the "must be pulled from inventory" check mark on items, but it would be for services...it would "require partnered field" or something. For example, if we have a "crematory fee", there must also be a "coroner's permit" or ...
Holly Stammis almost 2 years ago in Case Management / Price List 0 Future consideration

Zip Code Auto-Fill

Is it possible to get more cities added with the auto-fill? The new cities would be Cridersville (Auglaize County, Ohio, 45806), St. Johns (Auglaize County, Ohio 45884), and St. Marys (Auglaize County, Ohio, 45885)
Guest almost 2 years ago in Passare API 0 Not being considered

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

Alphabetize only the last name that you are searching

ex. When I search for last name Hill, it brings up any name that has hill in it. Such as Hilligoss, Philip, Churchill, etc. Is there a way to close the search to only Hill as the last name? When searching it can be time consuming to look through a...
Guest almost 2 years ago in Case Management / Case Identifier 0 Future consideration