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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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Different color/theme options for Dashboard

It would be nice if there were different color/theme options for Dashboard.
Product Team about 5 years ago in Case Management 1 Not being considered

Family & Friends Page - Office Number Extension

On the family & friends page, when office is chosen for the phone type, can that field be made to accept the extension being added? Currently, it' won't accept it because adding the extension makes the phone number look like the wrong format.
Tarrence Price over 1 year ago in Case Management 0 Planned

Scheduling Price List Changes - Cost

Need the ability to be able to schedule cost updates in the price list just like we are currently able to schedule changes for the retail price.
Kelsey Swearingen over 3 years ago in Case Management / Price List 0 Planned

Electronic Funds Transfer Option in Check Writing

Funeral Homes of Texas would like the ability to enter "ETF" as a check number when the check is actually just an electronic transfer of funds. They would like to be able to have a choice for this or just manually enter ETF and be allowed to use E...
Julie Hofmann over 1 year ago in Case Management / Check Writing 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 3 years ago in Case Management / System Report 1 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 3 years ago in Mobile 0 Planned

Add Case Types Selection to System Reports to Include in Report Results

Users need to be able to include other case types, such as Trade Cases, when pulling System Reports. Example: "Survey Client Service Type" - currently this report only pulls At-Need cases but Trade Cases also are able to specify a Client Service T...
Kaylan Johnson over 3 years ago in Passare API 0 Planned

Custom Video per Case Type and per Branch

Einan's at Sunset needs to be able to upload another custom video that is only on PreNeed case types in a specific branch. Currently you can only upload a custom video to AtNeed cases. The cutom video selections would need to be by Branch and by C...
Julie Hofmann almost 2 years ago in Planning Center 0 Future consideration

Bring back note origins

I could be wrong, but I believe that before the May 3 notes update, when you viewed the notes page it would list all case notes but also where they originated from within the case, this was helpful because notes didn't require as much detail to be...
Guest almost 2 years ago in Case Management / Notes 0 Planned

Link related cases

We've been using Passare long enough now that we are often burying spouses, siblings, children, etc. of cases already in Passare. A staff member mentioned today that it would be really nice if there were a way to link that case number to the "fami...
Holly Stammis almost 2 years ago in Case Management / Family & Friends 0 Future consideration