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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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Calendar Sync

When the calendar is synced to mobile, it does not list all of the information for the event in Passare. I have attached two screenshots showing the calendar entries for an arrangement meeting. On desktop, the event name is "Arrangement Meeting fo...
Devin Pauly over 2 years ago in Case Management / Calendar 1 Planned

When searching for a family member on a case, show their name as part of the search results.

Currently, when searching for someone that is a family & friend on a case, there is no way of knowing what case the person is associated with. The search results only show the decedent's name. It would be helpful to also see the name of the fa...
Guest over 2 years ago in Case Management / Case 0 Planned

Make names Clickable

On the Case Listing you can edit the columns to multiple different options of listing the name but it appears the only one you can click into (for the Decedent) is the Decedent Full Name column. For many they like to list Decedents Last Name, Firs...
Sierra Chaffin over 3 years ago in Case Management / Reports & Dashboards 1 Planned

Being able to create a batch report that filters by certain time periods in specific order ex. Date of Death.

It would be great if we could produce a batch form with the contracts for a specific time frame in the order of date of death. This would be helpful in pulling data from the contracts for a specific time period. Having these in order by date of is...
Guest almost 4 years ago in Case Management / System Report 1 Planned

Varies by CST Transactions not Ideal for Cash Sale Cases

User Story There are transactions that can vary the debit and credit accounts, depending on the Client Service Type selected for a case. This however is not possible with Cash Sale cases, since they do not have a Client Service Type selector. Righ...
Daniell Jara almost 4 years ago in Case Management / Accounting 2 Planned

Remove Converted Imminent Needs from the Imminent Need Filter

When converting a case from Imminent to AtNeed the case still remains in a tab with the Filter Imminent Need Cases. It would be helpful for them to not show in that filter once converted so that we can properly track our active imminent need cases...
Guest about 4 years ago in Case Management / Reports & Dashboards 1 Planned

Ability to mark spouse as deceased from Vital Statistics page

It would be helpful to be able to mark the decedent's spouse as deceased from the Vital Statistics page, like you can do with parents., so that it can carry through to the Friends and Family page.
John Souter over 4 years ago in Case Management 0 Planned

Ability to Restore Deleted Checklists from Case

Idea: I have had a few instances where a checklist has been accidently deleted from a case, it would be nice if there was a way to add that deleted checklist back to the case. For example, on one of my cases I accidentally deleted the checklis...
Guest over 4 years ago in Case Management / Checklist 2 Not being considered

Display Pre Need differently than At Need

It would be helpful if text entered as a Pre could display in a different color. When moving to At Need sometimes data changes and it's hard to figure what was selected as a Pre versus what is being selected during an at-need arrangement. The abil...
Jill Materia 6 months ago in Case Management / Data Entry 0 Future consideration

Planning Center Merchandise needed for Preneed Clients

Families love the Planning Center to quickly update information and view merchandise for selections. Currently, Merchandise tab is only available for at-need and imminent need cases. Preneed families especially are on the move and the merchandise ...
Becky Schrader 6 months ago in Planning Center 1 Future consideration