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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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New Options under Rolodex Entries

Heard from a customer today that they would love to have a physical address and mailing address entries in the rolodex because they have a few crematories for example that have different addresses for both. They would also love to have the ability...
Guest almost 2 years ago in Passare API 0 Gathering interest

Add field for number of Death Certificates needed

One of the main questions a family has to answer is how many death certificates they will need. Please consider adding this field somewhere in the PC, so the family can choose a quantity. Additionally, a message should be shown providing informati...
Guest almost 2 years ago in Planning Center 1 Gathering interest

When "send invite" box is checked, send as email AND text

When I select "send planning center invite" box on family and friends page it should send as a text and/or email. Right now you have to turn on automatic text invites to send it as a text. Some funeral homes do not want the automatic invites but d...
Madison Hicks almost 2 years ago in Planning Center 0 Gathering interest

Notify of bad emails

Currently if you send a PC invite to someone, and if there's a typo in the email address, there's no way to know this. It would be helpful to notify the FD of the undeliverable email.
Guest about 2 years ago in Planning Center 0 Gathering interest

Centralize Planning Center Invites

Can we move all Planning Center invites (text & email) to a single page? There are currently 3 different pages where to send invites to family, depending if they are texting (First Call/F&F) or emailing (Collaboration). The inviting proces...
Jessie Goggans about 2 years ago in Planning Center 0 Gathering interest

Ability to Hide Pages in Planning Center

Users would like the option to hide pages from the Planning Center. Sometimes certain pages are irrelevant, or just too much for grieving families. It would be helpful to toggle off PC pages per case, or select a default to hide a page from all ca...
Jessie Goggans over 2 years ago in Planning Center 1 Gathering interest

Columns Needed in User Reports When Using "Rows show results for" = Contract Items

Need the following Available Report Information (columns) added when "Contract Items" is selected for the "Rows show results for" in User Reports: All Contract Balance, Sub Total, and Total columns Decedent Basic columns (i.e. Client/Decedent Age,...
Kaylan Johnson over 2 years ago in Passare API 0 Gathering interest

Base Accounting Reports on Transaction IDs Instead of Transaction Names

Currently, users are able to edit Transaction names under Admin > Accounting (Financial Accounts page) in the Transaction list. For example, "Refunds" to "REFUND." Result: Any transactions using the prior name(s) (i.e., "Refunds") on the Paymen...
Kaylan Johnson over 2 years ago in Passare API 0 Gathering interest

Email Notifications for Batesville Integration

A customer has email notifications set to automatically send when they enter an obituary on their Batesville website. However, when they sync Passare to their Batesville website, they must manually send email notifications from their website. It w...
Devin Pauly over 2 years ago in Passare API 0 Gathering interest

Tracking in Planning Center so that the family can know where the body is

Tracking in Planning Center to know where the body is and what they are doing with it, so that the family can have the certainty of knowing where their beloved is and what is the process they are going through (embalming, dressing, hairstyle, bein...
Guest almost 3 years ago in Planning Center 0 Gathering interest