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...

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Showing 165

2 VOTE

View and change custom fields and case tags in the mobile beta app

Funeral Homes of Texas would like to see and be able to edit both case tags and custom fields in the Mobile Beta App.

Julie Hofmann 11 months ago in Mobile 0 Future consideration

2 VOTE

Ability to see who adds an attachment/case file and when.

Having the ability to see who adds a case file and when they add it would be extremely beneficial. There are situations where you may need to ask somewhere where they got the file or how they got it, and with a bunch of employees it's really hard ...

Guest 12 months ago in Case Management / Files 0 Future consideration

2 VOTE

Ability to have Mutiple Addresses for 1 Contact

This is useful for Physicians/Clergy/Doctors/Nurses and other contact types that are affiliated with multiple locations. They have different addresses that have to be used on forms for separate cases. This helps with minimizing the use for duplica...

Guest about 1 year ago in Case Management / Rolodex 0 Future consideration

2 VOTE

Expanding the master search bar when searching for funeral homes to include a sublist of branches under each organization

The search bar that internal passare staff use when accessing the master list of funeral homes does not allow for the ability to see branches under the organization name. Including the ability for the branch name to sub-populate under the org name...

Chloe Jonas about 1 year ago in Case Management / Search 0 Future consideration

2 VOTE

Mobile Crematory App

Add the ability to put state entries and all crematory operations into the mobile app.

Dan OBrien about 1 year ago in Mobile 0 Future consideration

2 VOTE

Saving SSN for all family members

Currently we can only save SSN for Purchaser and Co-Purchaser. It would be helpful to have this ability for other family members, when they provide it, for future services.

Jill Materia over 1 year ago in Case Management / Family & Friends 0 Future consideration

2 VOTE

We need a way to assign names of the people who are responsible for a funeral, calling hours etc. on the funeral option tabs. They need to show when we print a daily schedule.

When we have four funerals going at the same time we need to b e able to see at a glance who is assigned to what

Guest over 1 year ago in Case Management / Data Entry 1 Future consideration

2 VOTE

Notification for unpaid accounts

It would be helpful if managers, accounting personnel and even directors could be alerted if the At-Need account is not paid in full before the due date.

Guest over 1 year ago in Case Management / Notifications 0 Future consideration

2 VOTE

Additional Religious Preference Options

As there are many additional religious preferences not already listed it would be helpful if an "Other" option was added that would then allow the director to type the religious preference in. This would alleviate the Passare staff from having to ...

Guest over 1 year ago in Case Management / Case 0 Future consideration

2 VOTE

Allow pdf documents to be attached to the note section of checks

It would be helpful to attach invoices to the notes section of a check for quick reference between accounting and the funeral home.

Duane Morey over 1 year ago in Case Management / Accounting 0 Future consideration

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