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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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Export Date Column

Would be nice to have a column available on the Dashboard that shows the Exported to Accounting date to be able to quickly see which cases need to be exported. It is tedious work to have to click into each case when checking what has and has not b...
Guest about 4 years ago in Case Management / Reports & Dashboards 0 Shipped

Create "quick add" fields for Family & Friends

When entering Family & Friends, it would be helpful to have the option to add a family member by name and relationship alone, without going to a separate form to do so. If you wanted to add more detail, you could open up the form to do that af...
Marcus Wilson about 4 years ago in Case Management / Data Entry / Family & Friends 1 Shipped

The order of the tabs across the top and how to save work done on obituary

In the collaboration center it would be helpful if the tabs ended with the obituary. it would follow the same flow as the FD side of Passare if you did that. In addition, it is confusing for families who are working on the obituary to know that co...
Guest about 4 years ago in Planning Center 0 Shipped

Improve G&S Drop-down Load Times

User Story The G&S drown down spins for an excessive amount of time when searching in the search bar. We are seeing this during the implementation review process when bringing on new funeral homes.
Guest about 4 years ago in Case Management / Goods & Services / Search 0 Shipped

On Dashboard, when contract total amount or outstanding balance is viewable, when clicked, go directly to that financial page.

Reduces my navigation time. I like when using the universal search, it goes to the same page in the new case. But that only works when you search from a specific case page. This would give you direct access to the financials of the case selected.
Joseph Schuller about 4 years ago in Case Management / Goods & Services 1 Shipped

Allow balance to stay on the dashboard if insurance assignment is pending

I would be nice to allow a balance to stay on the dashboard if an insurance assignment is pending. Right now once you add in pending claims it will zero it out and makes it harder to keep track of working claims.
Product Team about 4 years ago in Case Management 0 Shipped

Add Variations of 'Case Assigned To' Fields in User Reports and Case Listing Widget

User Story We are using Passare to track our Pre-Need contracts. We wanted to create an Aftercare report that showed both the Funeral Director who served the family At-Need and the AP Counselor. I was told that these are currently the same field a...
Alice Brousseau about 4 years ago in Case Management / Reports & Dashboards / User Report 0 Shipped

Ability to bookmark a case from any screen

User Story: I would like the ability to bookmark a case from any screen. Specifications: -Add the bookmark icon to left of the Decedent's name in the Case Menu. (See Mockup 1) -Bookmark icon will have the same functionality as the bookmark functio...
Product Team about 4 years ago in Case Management 0 Shipped

Remove Requirements of Event Dates on the PreNeed Funeral Options Page

On a PreNeed Case in the Funeral Options page, you should be able to select the type of service the person hopes to have but it should not REQUIRE dates. Since the person has no idea when their death will occur, can we take off the required date e...
Guest over 4 years ago in Case Management / Data Entry 1 Shipped

Google Calendar integration

I would like to see Google Calendar integration.
Jim Golub over 4 years ago in Case Management / Calendar 2 Shipped