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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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middle name on Family & Friends Page being added to the top section

On the Family & Friends page currently you have to click on the additional information to add the middle name of the family member. It would be much more convenient to be able to add the middle name right there when adding the family member fi...
Chloe Jonas about 1 year ago in Case Management / Family & Friends 1 Planned

Attach a document to a Rolodex entry

The ability to attach a document to a rolodex entry. We have many churches and cemeteries that have policies and fee schedules that would be helpful to have right in the rolodex.
Alex Rydell about 3 years ago in Case Management / Rolodex 0 Future consideration

Autosave when you change pages

It would be nice if you could transfer pages without having to save, an auto save when you shift maybe.
Product Team about 5 years ago in Case Management / Data Entry 4 Future consideration

Document Mappings - Service Info by Event Type

When mapping Event/Service Information to forms, there are currently so many different mappings that are named slightly inconsistently, that it's difficult to know what to select or search for, and some options aren't even available for every serv...
Guest 4 months ago in Case Management / Documents 0 Future consideration

If PC Editor is listed as Informant, make home address requred

Our experience with people filling out the PC has been that they rarely provide their home address...who knows why. This almost always requires that we follow up with the family to get it. My suggestion to remedy this is, if the PC Editor is ident...
Guest about 1 month ago in Planning Center 0 Gathering interest

Ask for how many Death Certificates

One of the main questions we have to ask families is how many copies of the Certifed Death Certificates they will need. It would be nice if this was one of the questions in the PC, along with a list of common institutions that need them. I'm not s...
Guest about 1 month ago in Planning Center 0 Gathering interest

Sales By GL Code Report

A funeral home's accountant had asked if we had a report that can show the sales by GL account. Their previous system was able to generate this information, and I think this would be a very useful report to incorporate. I've attached an example. I...
Tarrence Price about 1 month ago in Case Management / Reports & Dashboards 0 Gathering interest

List States spelled out for ease of use, especially for outside US.

Currently, States are listed as 2-character abbreviations in Vitals, which is commonly needed for DCs and other forms, but users would benefit from seeing the full spelling of States in the dropdown. This would mitigate errors and be especially he...
Kaylan Johnson 3 months ago in Case Management / Data Entry 0 Future consideration

Edit Price List right on PL Dashboard

If I want to make a quick edit to the price or name of an item, can we have the option to have a quick update of the price list. For example on the price list in Admin just be able to mass update all prices.
Guest 3 months ago in Case Management / Price List 0 Future consideration

Consolidating Notes into a PDF Under Standard Forms

My idea is to create a PDF file that automatically consolidates notes from across the Passare case, organize them by Overview, Documents, Decedent, Arrangement, Care Center and Financials, and have it available under Standard Forms so we don't hav...
Guest about 1 month ago in Case Management / Notes 0 New