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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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Ability to Delete PL Items from CSV

We need a column on the PL csv for delete (like we now have on the rolodex csv). This will prevent us from manually deleting PL items one by one.
Erin Merriott about 4 years ago in Case Management / Price List 0 Planned

Veteran Forms to Auto-Populate in Standard Forms Section

Now that we have the ability to populate the Veteran Information page by selecting a radio button, it would be a further improvement to have Standard Forms automatically update with all Veteran Forms once this radio button has been selected. The V...
Kaylan Johnson about 4 years ago in Passare API 0 Not being considered

Price list required field

This idea is similar to the "must be pulled from inventory" check mark on items, but it would be for services...it would "require partnered field" or something. For example, if we have a "crematory fee", there must also be a "coroner's permit" or ...
Holly Stammis about 2 years ago in Case Management / Price List 0 Future consideration

Zip Code Auto-Fill

Is it possible to get more cities added with the auto-fill? The new cities would be Cridersville (Auglaize County, Ohio, 45806), St. Johns (Auglaize County, Ohio 45884), and St. Marys (Auglaize County, Ohio, 45885)
Guest about 2 years ago in Passare API 0 Not being considered

Configure Columns on Accounts Page

It would be useful if columns on the accounts page could be configured like the dashboard. Another useful feature would be to have it setup where you can see the cases that are associated with a check when you hover over the check number, or a lin...
Tarrence Price about 4 years ago in Case Management / Accounting 0 Not being considered

Inventory On-Hand Report Changes

Inventory On Hand Report needs to include the following information to meet Federated inventory report requirements. This is important for all customers using Federated and Passare Inventory feature: Add Manufacturer column (pulling from Price Lis...
Jessie Goggans about 4 years ago in Case Management / Integrations / System Report 1 Future consideration

When disposition type is cremation the planning center invitation shouldn't say: "help plan _____ funeral"

If the disposition type is cremation it should say help plan cremation, not funeral.
Guest about 4 years ago in Planning Center 0 New

Include Column for TOD and DOD Combined on Case Listing

Currently, you can sort cases by Case Created At, which includes a timestamp of when the case was created (unchangeable). This ensures the integrity of the order in which the cases were created if sorting by this column. Sorting by the Decedent Da...
Kaylan Johnson about 4 years ago in Case Management / Automations & Triggers 0 Planned

Alphabetize only the last name that you are searching

ex. When I search for last name Hill, it brings up any name that has hill in it. Such as Hilligoss, Philip, Churchill, etc. Is there a way to close the search to only Hill as the last name? When searching it can be time consuming to look through a...
Guest about 2 years ago in Case Management / Case Identifier 0 Future consideration

On the top banner of a case it would be helpful to have the age of the decedent in the format of years, months and days instead of just years.

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Michael Steele about 2 years ago in Case Management / Profile 0 Future consideration