đź’ˇ Share your Ideas!
ADD A NEW IDEA

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...
Share feedback 0

All ideas

Showing 682

Canada firm rolodex entries don't default to Canadian fields (province/postal code)

When creating a new rolodex entry through a case in a Canadian firm, Canada is the default country but it shows county, state, zip fields. If you switch it off Canada to a different country and back to Canada, it show correct fields (province &...
Madison Hicks over 2 years ago in Case Management / Rolodex 0 Planned

Accounting Exports

I would like to be able to enter a transaction, i.e. adjustment, correcting invoice or payment, and have the option to check a box that says "DO NOT EXPORT THIS". This would be helpful in balancing from Passare to Quickbooks. Instead of fixing the...
Belinda Honea over 2 years ago in Case Management / Accounting 0 Future consideration

Ability to see who is logged in from your organization and then live chat for instant messaging with team members

This would allow for somewhat direct communication between members of the same organization when a response is needed quickly. Ideally, it would have some sort of mobile component/capability for when staff is working in the field.
Guest almost 5 years ago in Case Management 1 Not being considered

Ability to create a report to show amount netted after taking into account the expenses to provide the service

It would be nice to be able to create a report to show amount netted after taking into account the expenses to provide the service.
Product Team almost 5 years ago in Case Management / User Report 0 Future consideration

Make it easier to enter multiple cash advance items rather than one at a time.

It would be great if it could be made easier to enter multiple cash advance items rather than one at a time. Like highlight four or five and hit select rather than clicking in one at a time
Product Team almost 5 years ago in Case Management 1 Not being considered

Ability to show Age as Years/Months/Days instead of just Years

I would like the ability to edit the format of age to show it as Years/Months/Days instead of just Years.
Product Team almost 5 years ago in Case Management / Data Entry 0 Not being considered

Calendar Events - Include "Added by" Username & Date/Time Info

Admins want to see who/when events are created so that if there is a conflict, they can go to the user and adjust the events as needed. There is currently no record of who/when events are created that is accessible outside of Development looking i...
Kaylan Johnson over 2 years ago in Passare API 0 Planned

Sending Planning Center invite in Mobile Beta is impossible unless BOTH email and phone are entered

In the web app, if you want to invite a family member to the PC, you can do so with either a mobile number or an email. You do not have to have both. In the mobile app, however, both are required. Please fix this so that the PC invite can be sent ...
Guest over 2 years ago in Mobile 0 Planned

Add Case Identifier as as filter criteria on the Dashboard

Please consider adding Case Identifier to the filter criteria for the Dashboard. Maybe with a start and an end option.
Guest over 2 years ago in Case Management / Reports & Dashboards 0 Planned

Automatically send notifications to secondary arranger

Currently if you have a Secondary Arranger defined, they don't receive any notifications for anything, unless tagged. Can you please consider including the Secondary arranger for notifications, namely PC notiications?
Guest over 2 years ago in Case Management / Notifications 0 Future consideration