Pinned ideas

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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1 VOTE

Case type suggestions

My staff has a few suggestions/complaints about how cases can be managed due to the case/client type/status. Can we please be allowed to choose a client service type for an Imminent Need case? Preneed cases would be nice too, but it's especially f...

Holly Stammis almost 2 years ago in Case Management / Data Entry 0 Future consideration

1 VOTE

Custom Fields: Add type to include Family and Friends

It coud be helpful if the Planning Center asked some additional questions of the family members... Maybe another tab on the Info page Viewing preferences Public Family only No viewing Would you like embalming for viewing purposes? Disclaimer: Emba...

Guest almost 2 years ago in Planning Center 1 Already exists

2 VOTE

Editable Inventory Transfer Date

When transferring inventory to another org, the date is grayed out. The date the transfer is accepted becomes the date the items are removed from/on reports. Often a location will transfer an item but the person responsible for accepting the inven...

Erin Merriott almost 4 years ago in Case Management / Inventory 0 Planned

1 VOTE

Good & Services Tags In Price List

In the Price List, you can create G&S and SFG Tags for any given item. However, you can only filter by the SFG Tags in the Price List section within Passare. So as an example, if I wanted to separate my caskets by brand or type using SFG Tags,...

Guest almost 2 years ago in Case Management / Price List 0 Future consideration

2 VOTE

Mobile Read-Only Permissions

We are needing the capability to offer a true "Read-Only" to mobile users. There are certain users we need to only view the tracked data and not change it, but currently they can update locations & personal affects while having only a "Read" p...

Jessie Goggans almost 4 years ago in Mobile 0 Planned

2 VOTE

Tracking Completed Signatures

There should be some kind of notification or indicator of completed signatures so a family knows when they are done (i.e., 4 of 5 Complete, etc.). This would help when viewing on a phone or smaller screen where all documents to sign are not readil...

Guest about 4 years ago in Planning Center 2 Already exists

1 VOTE

Returning Back to Page You Were On

When adding and editing price list items, upon going back to the main page, it takes you back to the very beginning, rather than being taken back to the last page you were on. For example, if you are on page 5 of a price list, when you return from...

Guest about 2 years ago in Passare API 0 Future consideration

2 VOTE

Dashboard Downloads to CSV

It would be really nice if when downloading from a dashboard view, Passare would maintain the original sort order of the dashboard view that is being downloaded. Instead you have to remember how you had the dashboard set up and re-sort the CSV file.

Elizabeth Reed about 4 years ago in Case Management / Reports & Dashboards 0 Planned

1 VOTE

There needs to be a spot for "NA" on the parents. The death certificate system has one also. Not everyone knows their parents name. Leslie Buehler is an example on D22-011.

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Guest about 2 years ago in Case Management / Family & Friends 0 Future consideration

2 VOTE

Batch Deposit

When preparing and selecting for Batch Deposits allow an additional sort by Payment Type but there are only 2 options it provides for are Insurance or Payments; allow to also pull or separate by any Payment Source Types, Check, Credit Card, Cash, ...

Elizabeth Reed about 4 years ago in Case Management / Batch Deposits 2 Future consideration

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