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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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Customize an AR Report

Being able to customize your AR report so employees can see the items you feel most important. Date of Death, Beginning Balance, Ending Balance and Date of Last Payment.
Guest almost 5 years ago in Case Management / Accounting 0 Already exists

WePay invoice at end of month not out of transaction amount.

Bank statements don't match deposits on invoice, makes reconciliation / auditing more difficult. An invoice at the end of the month or an automatic bank transfer would be acceptable.
Jim Golub almost 5 years ago in Case Management / Integrations 1 Not being considered

Integration with Batesville

Batesville has a cloud based funeral management software. If Passare would auto-generate into Batesville, it would save us more time because we use them for our obituaries and video presentations.
Product Team almost 5 years ago in Passare API 0 Planned

Allow the program to open to the Vital Stats Tab, last at-need case every time

It would be nice to allow the program to open to the Vital Stats Tab, last at-need case every time without having to tab through all cases, pre-need, and at-need, then selecting a case and beginning at the first call tab. It is a lot of unnecessar...
Product Team almost 5 years ago in Case Management 0 Not being considered

Display notes on AR Report

We want notes that are entered into the case (Payments & Adjustments notes) to show up on the AR report next to each case's balance.
Guest almost 5 years ago in Case Management / System Report 0 Not being considered

Allow for admins to see multiple companies without having to switch between them

Allow for admins to see multiple companies without having to switch between them
Guest almost 5 years ago in Case Management 0 Not being considered

Case Identifier - issue with sequential order

I have 2 examples so far where the customer is calling to complain that their case identifiers are not going in sequential order. Ticket 78368107 the order of 001, 002, 003 & then jumped to 104. Ticket 78284028 the order of 9, 10, 11, 12 &...
Guest almost 5 years ago in Case Management / Case Identifier 0 Already exists

Add Infant Loss advice to Collaboration Resources Section

Idea Summary David Anthony requested that Infant Loss (perinatal) advice information be added to the Collaboration Resources Section. Specifications Under Collaboration > View Collaboration Center > Resources, add Infant Loss advice informat...
Product Team about 5 years ago in Case Management 0 Already exists

Decouple SFG Sections and SFG Tags

If I use an SFG section for a document I cannot use an SFG tag for a separate document. Please allow both of these functions to work regardless of whether one is being used or not. An example would be using an SFG section for an at-need contract a...
Guest about 5 years ago in Case Management / Documents 0 Future consideration

Scrape self-started case form from website and send data to HubSpot

Kelly Gilgenbach about 5 years ago in Planning Center 0 Future consideration