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...

Case Management

Showing 180

2 VOTE

Integrating all rolodexes of the organizations under one umbrella into one

We currently have several locations under the umbrella of Hoy Kilnoski. There are many times we use the same cemetery, church, grave digger, etc. I think it would be great if we could have just one rolodex between all locations rather than having ...

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

2 VOTE

Update statutes of Preneed cases from FD

It has been a huge success having the pre-needs from FD automatically come over from FD to Passare. One concern that has been raised is, "What if the policy cancels or is no longer in good standing?" Once the Preneed contract comes over from FD to...

Jessie Martin about 1 year ago in Case Management / Integrations 0 Future consideration

4 VOTE

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 about 2 years ago in Case Management / Price List 2 Future consideration

1 VOTE

New Event attendance category

When adding an event, under attendance we can choose either private or public. I would like to add an additional category "Public/No Funeral Home" for those events the family is having on their own without funeral home staff assisting. This event ...

Guest 7 months ago in Case Management / Calendar 0 Future consideration

3 VOTE

Sorting Notes by Ascending and Descending Dates

Given the new update (5/2 or 5/3 2023) where the Notes/Comments section was changed from viewing the most recent note at the bottom to now the newest note at the top; I think it would be useful to be able to sort notes by date and time in ascendin...

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

1 VOTE

Custom Fields on AI Obituary

Piasecki Funeral Home pointed out that they any of the information that they input on their custom fields was not pulling over onto the AI Obituary. This would be helpful for custom fields that list high school grad yr, high school name, etc.

Guest 7 months ago in Case Management / Obituary 0 Future consideration

2 VOTE

Tour of Duty Populate from Basic Veteran Info

Any way to have the Tour of Duty auto fill from the Basic Info on the Veteran page? It seems a waste of time to enter the same information multiple times.

John Glueckert about 1 year ago in Case Management / Data Entry 1 Future consideration

3 VOTE

Prevent check from reducing bank balance until "check cleared" box is checked

Clark Funeral Home would like to have an option to say if a check has cleared the bank or not. This could be a check box or check status. Ideally the bank balance would not be reduced until this box is checked or status selected. This would allow ...

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

1 VOTE

Receipt of Email Receipt

When we email receipt if there could be note that details if a receipt has already been emailed.

Guest 7 months ago in Case Management / Goods & Services 0 Future consideration

1 VOTE

Please add the word "days" the the 120 column on the AR Aged System Report

Currently all of the column headings for days outstanding have the word "days" after the number but the last column, 120 does not, it just says 120. When filtering and custom sorting, the 120 was added into the total for this funeral home because ...

Julie Hofmann 7 months ago in Case Management / System Report 0 Future consideration

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