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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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Ability to delete multiple line items from a Case checklist

Not all checklist items are relevant to each case. The ability to delete multiple line items at one time would be very helpful!
Jill Materia almost 2 years ago in Case Management / Checklist 0 Planned

Option to Copy Deceased's Address for Informant

Often times the informant is the spouse of the decedent. Would be helpful to check a box to copy over the decedent's address as the informant's address.
Guest 5 months ago in Case Management / Family & Friends 0 Planned

Ability to automatically send out invoices to the families on a specific schedule. For instance, 5 day out from the funeral service they family would recieve an invoice via email, or added in the planning center.

For instance, 5 days, 30 days, and 45 days out from the funeral service the family would receive an invoice via email or added in the planning center.
Guest 9 months ago in Case Management / Goods & Services 0 Planned

Military Honors Status Needed on Veterans Information Page

I noticed when I took a military honors confirmation that there isn't a specific place in Passare to document this. Nor is there a place for the director to indicate honors were requested. I added my confirmation to the notes section on the vetera...
Guest over 1 year ago in Case Management / Data Entry 1 Planned

Tell where comment/note originated from

We used to be able to see what area the comment came from. If someone puts a comment in the checklist (i.e. death certificate), the comment is in the notes, but we have no idea what that note is pertaining to. We have to go check all the checklist...
Guest 10 months ago in Case Management / Notes 0 Planned

Make Thumbnails to preview items uploaded in case file section

We need to see what the families are uploading at the same time. We currently have to download and save all of the files instead of the convenience of it being in one location.
Guest 10 months ago in Planning Center 1 Planned

Add Funeral Home Phone to Text Template options

We need to be able to have the branch phone number in the text message template for Planning Center invitations. @branch_phone_number exists in the email template but not for texts. French needs this because they have many locations.
Julie Hofmann 5 months ago in Planning Center 0 Planned

Ability to pin important Notes

As a user, it would be great to have the ability to pin important notes about a case somewhere on the page where it is easy to see. Users could also unpin the note once they don't need it anymore. This would help us highlight important information...
Product Team over 4 years ago in Case Management / Notes 1 Planned

Ability to Restore Deleted Checklists and Ability to Create a New Checklist within a Case

I see we have an older idea related to a portion of this idea that was marked as "will not implement". The comment suggests to have a list of the checklist items on your computer so you can rebuild. You cannot create a new checklist within the cas...
Erin Merriott about 4 years ago in Case Management / Checklist 3 Planned

Search option for inventory

We have a lot of items that "might be" in stock, which means that there are a TON of options in the pull down when we add inventory. I don't always remember the exact name I gave the item in the pricelist either. So finding a specific keepsake urn...
Holly Stammis 5 months ago in Case Management / Inventory 0 Planned