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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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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 almost 5 years ago in Case Management / Family & Friends 1 New

Add the tag to the Clergy Record document for Location Name with Address

As a user, it would be helpful to be able to have a tag that adds the location name with address to the Clergy Record document. This would help distinguish between locations that have similar names.
Product Team almost 5 years ago in Case Management / Documents 0 Planned

Another field for deceased interest/hobbies

I am wanting to know if there is anywhere that we can type deceased interest and things we already know about the deceased that will automatically pull over into the obituary, instead of waiting until the family is onsite and we are rushing to get...
Guest almost 5 years ago in Passare API 1 Future consideration

Designate required fields before allowing contract signing

We use a report to share to a third party consultant. I would like to require the fields in that report to be completed before allowing the case to be signed.
Reuben Feuerborn almost 5 years ago in Case Management / User Report 2 New

Separate Product / Services filters for Price List

It would make it much easier to filter down to just product items. As of right now the only way to filter to just products is to do a much more granular filter, manually.
Guest almost 5 years ago in Case Management / Price List 0 New

Add "Send" Button in Messaging

Scott at Shelley Funeral Chapels was testing out the Messaging feature in the Planning (Collaboration) Center with a family member sitting with him. When the family member typed in the message, both Scott and the family member were expecting a "Se...
Guest almost 5 years ago in Planning Center 0 Not being considered

Auto Generated City, State, County

It would be great if Passare had a feature to auto generate the City, State and County when we enter a zip code.
Guest almost 5 years ago in Case Management / Data Entry 1 Already exists

User Reports fields to indicate where the data is coming from in Passare

As a user, I would like to see where the data is coming from in Passare for the User Reports.
Product Team about 5 years ago in Case Management / User Report 0 Not being considered