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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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Base Accounting Reports on Transaction IDs Instead of Transaction Names

Currently, users are able to edit Transaction names under Admin > Accounting (Financial Accounts page) in the Transaction list. For example, "Refunds" to "REFUND." Result: Any transactions using the prior name(s) (i.e., "Refunds") on the Paymen...
Kaylan Johnson over 2 years ago in Passare API 0 Gathering interest

Email Notifications for Batesville Integration

A customer has email notifications set to automatically send when they enter an obituary on their Batesville website. However, when they sync Passare to their Batesville website, they must manually send email notifications from their website. It w...
Devin Pauly over 2 years ago in Passare API 0 Gathering interest

Tracking in Planning Center so that the family can know where the body is

Tracking in Planning Center to know where the body is and what they are doing with it, so that the family can have the certainty of knowing where their beloved is and what is the process they are going through (embalming, dressing, hairstyle, bein...
Guest almost 3 years ago in Planning Center 0 Gathering interest

Planning Center - Mobile - Reminders notifications to users about the time of funeral, cremation, etc.

Reminders notifications to users about the time of funeral, cremation, burial, ceremony, etc. in Planning Center mobile. That is, that the app has access to show reminder notifications, for example "The burial starts in one hour" because in some c...
Guest almost 3 years ago in Planning Center 0 Gathering interest

Include Option to Pull Simplified Case Notes in Reports

Customers pulling the Internal Notes (and/or other page Notes) from the cases on a Report would prefer a simplified version of the output that excludes the date/time and author notations. This is particularly useful for customers who have used the...
Kaylan Johnson almost 3 years ago in Passare API 0 Gathering interest

Allow use of non-Microsoft products for templates

It would be nice if when you download templates if they could open using Google docs, sheets, etc. instead of Microsoft Word, Excel, etc.
Guest about 3 years ago in Passare API 0 Gathering interest

Funeral Innovations Integration to include Informant, family

Can we also have the informant and even other family and friends information to migrate to Funeral Innovations along with the obit and service details. Eliminating double entry.
Kurt Edenbach about 3 years ago in Passare API 0 Gathering interest

Include Branch in Passare/CFS Sync

Would like Passare to push branch info to CFS "Funeral Home" field (in CFS backend). See attachment for where they would like Passare branch to tie to. Submitting for Joe Mahn.
Jessie Goggans over 3 years ago in Passare API 0 Gathering interest

Include current balance when using the batch payment feature

The batch payment process is excellent and saves time when there are a lot of payments to enter, it can be very helpful to not type in and click into each seprate case, HOWEVER, it somewhat defeats the purpose, because I find myself searching each...
Guest over 3 years ago in Passare API 0 Gathering interest

More information coming over when a user gets a 500 error

When we get a support ticket for a 500 error, all we get is that there is an error, but unless the user tells us exactly what is going on, we have to inquire from them. If we were to get a diagnostic on what the error was when the ticket came in, ...
Guest over 1 year ago in Passare API 0 Gathering interest