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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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Add link to case on the inventory sold list under the price list items (Admin > Price List)

Currently under any price list item that has inventory, there is a list of what was sold and what is on hand. McLane Funeral Home would like a link to the case number added to this screen so she can easily see what case the items were sold on and ...
Guest 10 months ago in Case Management / Inventory 0 Future consideration

Duplicating Contract

In the event that there are family members who would like the same contract, to save time it could be beneficial to be able to copy/duplicate the contract from one family member to another.
Guest 10 months ago in Case Management / Goods & Services 0 Future consideration

Allow Copying text when viewing various details

Currently if you want to copy some text, such as a phone number, an email, a church name, a family member name, etc...you have to get into "Edit" mode. It would make sense to allow copying of text from the detail dialog, rather than having to ente...
Guest 10 months ago in Mobile 0 Future consideration

Key Flow Change

when we are entering payments; we key in the amount and then tab to enter date and then it goes to check #. If we could make a change of tabbing to go to the Payer before going to the check # that would be very helpful
Guest 10 months ago in Case Management / Payments & Adjustments 0 Future consideration

Family and Friends: Add the ability to view details from anywhere names are shown

It would be helpful if you could view a F & F detail from anywhere in Passare where the F & F appears. For example on the Case Summary page. If you need to edit or view details of a F & F, you currently have to go to the F & F page...
Guest 10 months ago in Case Management / Family & Friends 0 Future consideration

Expand Details for Open Casket & Body Present Options

Within the Funeral Options section we would like to have the Open Casket and Body Present areas expanded to include text, not just yes or no. We have many instances were the casket is open for a private family visitations and then closed during th...
Guest 11 months ago in Case Management / Data Entry 0 Future consideration

Notification for Conflicting Funeral Services

Yvonne Sersch pointed out that the system doesn't provide a notification if multiple services are scheduled at the same time. Would it be possible to have a notification if there are conflicting services?
Tarrence Price 11 months ago in Case Management / Appointments 1 Future consideration

QR code tracking for pets

You have the QR code system for humans. Why not have it for pets. It is nice to be able to see the human cases we are serving through the cremation process. Logging in the retort, processor, urn ready to go to location and urn received at location...
Guest 11 months ago in Case Management / Security 0 Future consideration

Display Middle Name and Suffix

I have had a request from a funeral home to have the middle name and suffix displayed on the main dashboard page in the passare beta app, rather than thew first and last name. What might be helpful is having that as a toggle feature, so as to not ...
Guest 11 months ago in Mobile 0 Future consideration

Allow Multiple Case Listing Widgets on One Dashboard

To mimic several funeral homes whiteboards and or Google Sheets, it would be good to have the ability to add multiple case listing widgets to one dashboard. Then we could have different filters for each widget to see multiple facets of what is goi...
Julie Hofmann 12 months ago in Case Management / Reports & Dashboards 0 Future consideration