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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1 VOTE

PDF Forms Default Value Field Property Function

Adobe allows prepared form fields to have a "Default Value designated in the Properties of the field. Ideally, it would be very helpful to be able to use this "Default Value" through Passare forms that may not always populate information. Curren...

Guest about 2 months ago in Passare API 0 Future consideration

1 VOTE

Order of Forms in eSignature Dropdown

I am not sure how the documents are currently ordered in the eSignature dropdown but Einan's at Sunset would like to be able to specify the order by category. They have a lot of forms under "Arrangement Forms" and they currently have to scroll to ...

Julie Hofmann about 2 months ago in Case Management / Files 0 Future consideration

1 VOTE

DOB Report Filter

I was speaking with a funeral director from Vertin, and she was wanting to run a report for the DOB & DOD anniversaries of decedents. However, we're unable to filter by date of birth. She said this filter option would make it easier to run som...

Tarrence Price about 2 months ago in Case Management / User Report 0 Planned

1 VOTE

Add marital status option for "Common Law" and relationship of "Common Law Spouse"

Some states and countries recognize Common Law marriage as an official marital status. This varies from Civil Union. This needs to be an additional option both for marital status and as a relationship

Guest 2 months ago in Case Management / Family & Friends 0 Planned

3 VOTE

Tagging Hairdresser

It would be helpful to tag the hairdresser in the appearance section of the care center. This would send our hairdresser a notification so she knows what was discussed.

Guest 6 months ago in Case Management / Care Center 0 Future consideration

1 VOTE

Delivery To Crematory - Other Option

In the care center under cremation>deliver to crematory, can there be an "other" option so users can manually type in this field? The other sections allow for this.

Tarrence Price 2 months ago in Case Management / Care Center 0 Future consideration

3 VOTE

Support Chat

Instead of searching for help or emailing support when there is an issue, chat bot or live person to chat with would be very helpful. This was used with another platform and was convenient.

Guest 6 months ago in Case Management / Case 0 Future consideration

8 VOTE

Cemetery Address on Disposition Page

In the event of adding multiple disposition details, it could be helpful to have both disposition locations listed (Addresses). Recently had a case where there was a cremation and both a burial of cremated remains and the address of the cemetery w...

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

12 VOTE

Beta app: Ability to access checklists

I would like the ability to access checklists from the new app.

Guest about 2 years ago in Mobile 0 Planned

1 VOTE

Adding the event calendar to mobile app

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Guest 2 months ago in Mobile 0 Planned

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