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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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Next 7 Days - Daily Schedule of Services

I've been working with a client on their daily schedule of services report. They're needing it to run daily and to show services for the next 7 days. We can do next week, but that's only for the calendar week; it won't update every day. We have th...
Tarrence Price 2 months ago in Case Management / System Report 0 Planned

E-Signature Procedure Clarification

There have been multiple instances where families have reported that they were unable to access the document for signing. Since users are asked to create their signature/initials before seeing the form, I wonder if this is causing some concern and...
Tarrence Price 4 months ago in Planning Center 0 Planned

hiding pre-need appointment option when a case becomes at-need

Is it possible in the Appointments tab for the pre-need appointment info to "hide" when a case becomes at-need? Not sure why it's not obvious to the person scheduling where they are entering the info, but they don't notice and it throws off any re...
Susan Espinosa 7 months ago in Case Management / Appointments 0 Future consideration

"Do Not Contact" Role for Family/Friends

There are some cases where family members do not want us to give out information to specific people. It would be helpful to be able to add them to the friends/family list with a role of something to the effect of "Do Not Contact" so any other dire...
Guest 9 months ago in Case Management / Family & Friends 1 Planned

Passare Mobile Responsiveness

The mobile version of Passare can be difficult to maneuver, especially when navigating on a small screen (like a cell phone). Address current issues like: searching (keyboard covers search bar), search results (scrolling problems). Making mobile v...
Jessie Goggans over 4 years ago in Mobile 0 Planned

Planning Center tab > Messaging: Show latest message first when more messages are present than will show without scrolling.

Show latest message first when more messages are present than will show without scrolling. Currently, if you have a lengthy conversation in Messaging, when you go to that page, the messages window is shown, with the top-most message first. That's ...
Guest 2 months ago in Case Management / Data Entry 0 New

Add to the GPL on the fly

Like with the Rolodex entries, allow users to enter an item into the GPL while creating a Goods and Services contract.
Dennis Helwig 7 months ago in Case Management / Price List 0 Future consideration

saving files

It would be really helpful if we could save existing folders into the case files without separating out each document within the folder
Guest 2 months ago in Case Management / Files 0 Future consideration

Ability to Hide/View Certain Fields

User Story I would like the ability to hide/view certain fields on pages within a case, such as the Vital Stats. Currently, there are several fields within the various case pages that we do not use, which makes it more difficult to fill out case d...
Daniell Jara over 3 years ago in Case Management 1 Planned

Expand text field for Church Affiliation and Disposition Details

We would like the ability to add more text to Church Affiliation (Funeral Options) and Disposition Details (Disposition).
Jill Materia 5 months ago in Case Management 0 Future consideration