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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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Make Files and Photos Availble in Mobile App

Our funeral home staff is relatively newer to Passare (within) the last couple of months, but we did have a previous funeral home management software provider, prior. In the mobile app, you're able to view some statistical details and have message...
Erik Huehns 2 months ago in Mobile 0 Planned

In Arrangement tab NOTHING SHOULD BE MANDATORY

you might not know all the info when starting the page. and its a real pain
Matt Murphy 2 months ago in Case Management / Appointments 0 Future consideration

Alert Preferences for Checklist/Task Notifications

A funeral director brought up that they receive email notifications when anyone edits or completes a task in a checklist. He is the owner of the task but does not want to receive email notifications of this. There is no current setting that we are...
Jennifer Jenson 4 months ago in Case Management / Checklist 0 Future consideration

Document Mappings - Service Info by Event Type

When mapping Event/Service Information to forms, there are currently so many different mappings that are named slightly inconsistently, that it's difficult to know what to select or search for, and some options aren't even available for every serv...
Guest 3 months ago in Case Management / Documents 0 Future consideration

System Calendar improvements

How about different colors in the System Calendar, depending on the event or different color depending on the funeral home branch, like the common Outlook or Google calendar allows you to do. Helps them stand out better for company preferences. Ad...
Elizabeth Reed over 4 years ago in Case Management / Calendar 5 Planned

Bank Reconciliation Feature

Since there is a checkwritting feature available, it would be extremly helpful if there was also a bank reconciliation feature with reports showing what checks/transactions cleared the bank and which are still outstanding.
Londa Darwin about 2 years ago in Passare API 2 Future consideration

A checkbox for "Stillborn" that will gray out or disable date of birth/date of death

While not often, our firm handles cremations and burials for stillborn infants. The category of "stillborn" is available as an option on most forms in our state -- the best workaround currently is to put the date of birth and death as the same dat...
Joe Laedtke about 1 year ago in Case Management / Data Entry 1 Future consideration

See the Pre-need

It would be nice to see what the preneed says. What has been paid? I just had a family ask me what did dad pay for? and i couldn't tell them until the next day when i had a computer.
Matt Murphy about 1 month ago in Mobile 0 Planned

Add the ability to distinguish between family balance due and balance paid by pre-need policy

I am requesting a feature that would allow us to distinguish between goods and services that are covered by a pre-arranged policy and items that the family adds to the contract at the time of death. It would be helpful for Passare to automatically...
Corbin Kill about 1 year ago in Case Management / Goods & Services 0 Future consideration

middle name on Family & Friends Page being added to the top section

On the Family & Friends page currently you have to click on the additional information to add the middle name of the family member. It would be much more convenient to be able to add the middle name right there when adding the family member fi...
Chloe Jonas 12 months ago in Case Management / Family & Friends 1 Planned