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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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Showing 442 of 442

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 about 1 month ago in Case Management / User Report 0 Planned

Account codes and dates displayed on the Goods & Services screen

Account codes would be very helpful, particularily for cash advances since Vertin Company purchase accounts must off-set the sales account. Very helpful with cash advance accruals. Date are also very helpful so that we can see, at a very quick gla...
Londa Darwin almost 3 years ago in Case Management / Goods & Services 3 Planned

Autosave when you change pages

It would be nice if you could transfer pages without having to save, an auto save when you shift maybe.
Product Team about 3 years ago in Case Management / Data Entry 2 Future consideration

New Role for Cremains Pickup

While there is a spot in the care center to record who picked up cremains, it would be helpful to add a cremains pickup role like there is a DC recipient role.
Anna Andrews 10 months ago in Case Management / Family & Friends 2 Future consideration

Add field for number of Death Certificates needed

One of the main questions a family has to answer is how many death certificates they will need. Please consider adding this field somewhere in the PC, so the family can choose a quantity. Additionally, a message should be shown providing informati...
Guest 8 months ago in Planning Center 1 Gathering interest

Multi Select Items from Checklists

Allow multiple items to be selected for deletion from a checklist. Individual selection and confirmation seems like a needless waste of time.
John Glueckert 5 months ago in Case Management / Checklist 0 Future consideration

Include Obituary Photo in Messenger Export

It would be very helpful when building out the Messenger Make It! Personal printings, if the photo that's uploaded to the Obituary Photo spot in Passare would be included in the Messenger Export.
Guest 4 months ago in Case Management / Printing 1 Future consideration

Upload Fingerprints

It would really be great to have a place to upload fingerprints…. I use the 2nd photo spot when I can but often use it for an actual second photo. -Jewell Shivery
Guest 9 months ago in Case Management / Care Center 0 Future consideration

GPL that populates from Passare Price List

I have had multiple Funeral Homes who wish that we would generate and keep updates their GPLs for them based on whatever information is entered in their Passare Price List as this is something that some other softwares offer and they have gotten u...
Anna Andrews 4 months ago in Case Management / Price List 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 about 1 month ago in Case Management / Price List 0 New