Pinned ideas

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...

Case Management

Showing 424

1 VOTE

Set default page to open

As the bookkeeper, there are only two screens I look at for the most part. I'm either on Goods & Services or Payments. It would be so awesome if we could set a preferred page for Passare to open to on default. There are others who perform spec...

Lizz Gasbarro 6 months ago in Case Management / User Management 0 Future consideration

2 VOTE

Update statutes of Preneed cases from FD

It has been a huge success having the pre-needs from FD automatically come over from FD to Passare. One concern that has been raised is, "What if the policy cancels or is no longer in good standing?" Once the Preneed contract comes over from FD to...

Jessie Martin 6 months ago in Case Management / Integrations 0 Future consideration

1 VOTE

Please add ability to change case file document name in Passare.

I am forced to name the file correctly on my computer from my scanner and I would like the abilty to change a document from say _1_2_3SCAN to "Death Certificate."

Guest 6 months ago in Case Management / Documents 1 Planned

2 VOTE

E-mail Receipts from Payment

It would be great if when a payment is processed through passare, there was an option to automatically generate an e-mail to a family member or payor to send a receipt.

Trae Cody 6 months ago in Case Management / Accounting 0 Planned

1 VOTE

Sort Batch Forms by trade business

It would be helpful to sort or group batch forms by the trade business. This would make invoicing significantly easier

Madison Hicks 6 months ago in Case Management / Batch Forms 0 Planned

4 VOTE

Ability to Add More Than 1 Email Address

Please add the ability to add a secondary email address for Family/Friends. We often have loved ones provide us with their home and work email addresses and are asked to send correspondences to both. Right now we have no way to log them other than...

Guest 7 months ago in Case Management / Family & Friends 0 Future consideration

1 VOTE

I need a column for PreNeed Payments in User Reports

For Keyser Funeral Home, User Reports, when you choose "Rows Show Results For - PreNeed Payments & Adjustments" it does not pull the information from the Payments & Adjustments page on the PreNeed side, it still pulls the AtNeed informatio...

Julie Hofmann 7 months ago in Case Management / User Report 0 Planned

1 VOTE

Saved Configuration names showing when reports/batch forms are ran

Funeral Homes will often create saved configurations that filter specific branches/case tags/trade businesses and then run them all back to back. I would like to see in my download center the name of the saved configuration instead of the name of ...

Madison Hicks 7 months ago in Case Management / Reports & Dashboards 0 Planned

1 VOTE

Batch Forms Sorting by Case Number

Add a option to sort batch forms by case number when you generate them

Guest 7 months ago in Case Management 0 Future consideration

1 VOTE

Age on Case Menu to show as Years, Month, Day

On the a case menu on the ID Tag, if there could be an ability to have the age show as years, month, days.

Guest 7 months ago in Case Management / Case 0 Future consideration

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