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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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Case Management

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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 over 4 years ago in Case Management / Inventory 0 Planned

Add a generic "insurance info" tab

Please create a screen for data entry specifically pertinent to insurance policies. It would be very helpful to be able to have everything in one place so at a glance, you could see who holds the policy, the policy number, death benefit, a checkbo...
Guest over 2 years ago in Case Management / Data Entry 0 Planned

Removal From State disposition option

Please create a "removal from state" disposition option.
Guest over 2 years ago in Case Management / Data Entry 0 Future consideration

Add Case Identifier to Cash Sale contract template for ease of reference

A while ago, yall began adding Case Numbers to At need contracts can you do the same on Cash Sale? It would help tremendously as we reference payments to our contract numbers thanks! Veronica
Guest almost 5 years ago in Case Management / Case Identifier 1 Already exists

Payment screen- Payor address Tab stops are out of order

Not a huge problem, but for those of us who are keyboard people and prefer to not use the mouse to activate a field..... When adding a payment, and adding the address details for the payor, the tab stops for the address are not in the correct orde...
Guest over 2 years ago in Case Management / Payments & Adjustments 0 Planned

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 almost 5 years ago in Case Management / Reports & Dashboards 0 Planned

last name

Would like it if the cases are sorted by last name instead of first. Thank you.
Guest over 2 years ago in Case Management / Data Entry 0 Already exists

Adding Disp. of Cremated Remains (Mailing of Cremated Remains)

On the Arrangement Page under Disposition, having an option to have a Disp. of Cremated Remains, one of the drop downs be Mailing of Cremated Remains.
Guest over 2 years ago in Case Management / Case 1 Future consideration

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 2 years 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 2 years ago in Case Management / Rolodex 0 Future consideration