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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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Remove the zipcode 55083 for Stillwater MN, it is no longer a zip and there are no residence there.

When I looked it up here is what I found and it says zero residents and we have never used this zipcode since I have been here almost 8 years. I think it is safe to delete it. https://www.zip-codes.com/zip-code/55083/zip-code-55083.asp Thanks Jason
Julie Hofmann about 4 years ago in Case Management / Data Entry 0 Not being considered

Help me

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Guest about 4 years ago in Mobile 0 Not being considered

Include current balance when using the batch payment feature

The batch payment process is excellent and saves time when there are a lot of payments to enter, it can be very helpful to not type in and click into each seprate case, HOWEVER, it somewhat defeats the purpose, because I find myself searching each...
Guest about 4 years ago in Passare API 0 Not being considered

Case Number Editing should be done by one person

The average database user SHOULD NOT be able to override the case# or account# unless they know how serious account or case#s are to a firm. We've utilized this in a previous database where the Admin is the only one allowed to edit Case #s, move t...
Elizabeth Reed about 4 years ago in Case Management / Case Identifier 0 Already exists

Add to mapping list for documents

it would be helpful to have a mapping selection added to the dropdown that would total the days past due. When used in a document template, it would auto-calculate & populate into a document. [%PAST_DAYS_DUE%] etc. or whatever Passare suggests...
Susan Espinosa about 4 years ago in Case Management / Documents 0 Already exists

Combine Insurance Assignment & Insurance Assignment with Growth Transaction

Currently the Insurance Assignment transaction is added automatically and can not be deleted. If the Funeral Home is tracking internal growth on an insurance assignments, we have to create a separate transaction for this. However, now they have ac...
Guest about 4 years ago in Case Management / System 0 Not being considered

Allow General Reports Category to Pull Only One Case at a Time

Vertin firms use a system report called Cash Advances to Pay - Vertin Co. management has requested that this report be available under the General Reports category so that more of their users can access the report. However, they need to be able to...
Kaylan Johnson over 4 years ago in Case Management / System Report 3 Not being considered

Text Invite do not show in reporting and account details Page. Please Add

Currently in the account details page there is a collaboration center invite counter. This only includes email invites. The same goes for the system reporting. It would be ideal to be able to see when a sent invite is sent out.
Kelly Gilgenbach over 4 years ago in Planning Center 0 Planned

Manipulating Photo Cropbox in Passare+

Pictures in the app defaults an auto-cropbox, and this thumbnail preview is not moveable (using iPhone). This is inconvenient and requires odd positioning of the object when initially taking the picture, since you cannot expand or move the crop bo...
Jessie Goggans over 4 years ago in Mobile 1 Not being considered

Add acquaintances phone numbers to Case Summary

It would be helpful to see easily acquaintances phone numbers when looking up a case. I would suggest including this info where they are listed on Case Summary and on Family & Friends pages.
Guest over 4 years ago in Case Management / Family & Friends 1 New