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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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Showing 819 of 819

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 over 5 years ago in Case Management / Data Entry 4 Future consideration

Planning Center Branding and Customization

When creating custom questions, it would be nice to be able to create checkboxes or radio boxes to select responses from families. Or if we could have formatting for the questions themselves. I wanted to be able to add my client service types with...
Ryan Patterson about 1 month ago in Case Management / Data Entry 0 Planned

Error for Duplicate Cremation ID #

In order to prevent a duplicate cremation ID token from being input or used, Passare should return an error when entering a previously used (duplicate) Cremation ID. This would prevent an operator from mistakenly re-using an old ID or the wrong ID...
Jonathan Holloway about 1 month ago in Case Management / Care Center 0 Gathering interest

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 over 3 years ago in Case Management / Rolodex 0 Future consideration

Add city, state next to rolodex entries in dropdowns for venues

There are often multiple rolodex entries for places with the same name (there are 6 DIFFERENT St. Mary's Churches in the areas surrounding Cleveland) when scheduling a service and choosing a venue, it would be nice to see the city, state in the dr...
Madison Hicks 6 months ago in Case Management / Data Entry 0 Planned

Death Certificate Working Copy Approval

Passare needs a feature where we can upload a copy of the Working Copy of the Death Certificate (Family Review Sheet.). The family can either approve or reject it. There should be a place for them to type the errors that need to be fixed. If it is...
Crystal Van Orsdel 4 months ago in Case Management / Documents 1 Future consideration

A checkbox for "Stillborn" that will gray out or disable date of birth/date of death

While not often, our firm handles cremations and burials for stillborn infants. The category of "stillborn" is available as an option on most forms in our state -- the best workaround currently is to put the date of birth and death as the same dat...
Joe Laedtke over 1 year ago in Case Management / Data Entry 1 Future consideration

Show suffix in Friends and Family List

When there is a suffix such as jr, sr., III, IV etc., there is a field to enter that in friends and family, however, the suffix does not show in the friends and family list. It would be helpful to have the suffix listed also, especially when it go...
Angela Anello about 1 month ago in Case Management 0 Planned

Add "Domestic Partner" as a Relationship

Please add "Domestic Partner" as a relationship when entering a family and friend. This is not the same as Common Law or Common Law Spouse. This idea is already planned, please add Domestic Partner as well.
Guest 9 months ago in Case Management / Family & Friends 0 Planned

Add ability for pending preparation due date

We need to add the ability to have a pending preparation due, similar to events where they can enter the preparation due event with the branch but leave the date blank until they know when it needs to happen. This should still appear in the All Pr...
Julie Hofmann about 2 months ago in Case Management / Care Center 0 Gathering interest