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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 Step-Grandchild to Relationship dropdown on F&F page

Add Step-Grandchild to the relationship dropdown on the F&F page.
Guest over 2 years ago in Case Management / Family & Friends 0 Planned

The ability to copy a product/package

A lot of times, the majority of a product or package will mirror another product/package. It would be able to copy that product/package instead of having to create one from scratch. This could be a big time saver.
Alice Brousseau over 2 years ago in Case Management / Goods & Services 0 Planned

Add a Memo Column to the Payments and Adjustments System Report

It would be incredibly useful to add a memo column to the Payments and Adjustments System Report. Currently, the receipt number field does not populate for Insurance Assignments. Adding the memo field would add this information to the report. I ha...
Devin Pauly over 2 years ago in Case Management / System Report 0 Planned

Include Value in Survey Report Configuration for Contract Total Less Tax and Cash Advance Items

Users who use the Survey Report Configuration are requesting a way to have the Total Contract column exclude both Cash Advances and Sales Tax. Currently, under the Value drop-down, you can select Total Sales Price to exclude Tax, but there is no w...
Kaylan Johnson over 2 years ago in Case Management / System Report 0 Planned

More functions on app

As we are a mobile society, it would be nice to have the Passare App have all the functions available. Our directors are on the go constantly and not at their desks to log in online. It would be nice if they can log into the app and review their f...
Guest over 2 years ago in Mobile 0 Planned

Remove the limit on Survey Report Columns

Krause would like the limit of 40 Survey Report Columns to be removed or at least increased.
Julie Hofmann over 2 years ago in Case Management 0 Planned

Trade QB Export

Users utilizing both Trade cases and QB exports need to be able to see invoices grouped by Trade Business as the QB Customer. It currently groups by Deceased Name, even though the trade business is truly the customer being billed. Spoke with Danie...
Jessie Goggans almost 3 years ago in Case Management / Export/Import 0 Future consideration

Ability to delete photos within a Personal Items folder in Decedent Tracking.

When creating folders in the Personal Items section in Decedent Tracking you can add multiple photos to the folder. If you are wanting to just delete one of the photos in the folder you have to delete the entire folder. We should have the ability ...
Guest almost 3 years ago in Mobile 0 New

The ability to print name tags from the family listing

I think it would be helpful to have a template that is able to generate the names of family members and their relationships to the deceased on labels that we can use as name tags for visitation and services.
Guest almost 3 years ago in Case Management / Family & Friends 0 Not being considered

Add the Ability to Pin Menu to Any Side of the Screen

I spoke to a customer today, she said she would like to see the ability to pin the menu to any side of the screen added to Passare. The menu takes up a lot of space at the top of the screen. In addition, when the menu is unpinned, you are no longe...
Devin Pauly about 3 years ago in Passare API 0 Planned