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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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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

Bulk Case File Deletion

There needs to be a way to delete case files in bulk, rather than one at a time.
Guest over 1 year ago in Case Management / Case 1 Future consideration

Multiple Roles for Same User

It would minimize the number of roles we have to create if one user could be assigned more than one role. Example: we have a director who works in our admin department. We would want to assign FD roles as well as Admin. Currently we have to create...
Jill Materia over 1 year ago in Case Management / User Management 2 Future consideration

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

Rolodex Check for Duplicates

User would like a "Check for Duplicates" function (like we currently have for SSN) that scans the rolodex for duplicate addresses. There are often businesses or venues that have name changes/variations, and this function will help users prevent du...
Jessie Goggans almost 2 years ago in Case Management / Rolodex 0 Future consideration

Batch Forms Sorting by Case Number

Add a option to sort batch forms by case number when you generate them
Guest 6 months ago in Case Management 0 Future consideration

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 6 months ago in Case Management / Case 0 Future consideration

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

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

GPL that populates from Passare Price List

I have had multiple Funeral Homes who wish that we would generate and keep updates their GPLs for them based on whatever information is entered in their Passare Price List as this is something that some other softwares offer and they have gotten u...
Anna Andrews over 1 year ago in Case Management / Price List 1 Future consideration