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...

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2 VOTE

Refunds and Check Writing

Customer requested when you create a refund in a case on the payments & adjustments page, it should create a check in check writing. The current process is double entry.

Erin Merriott almost 2 years ago in Case Management / Check Writing 1 Future consideration

2 VOTE

Every page: Top right corner where name, dates, case identifier is located, add the picture of the deceased.

Many times we forget when enering the data of many cases, that there is a person attached to the case number. It would be nice for director and staff to have that reminder. My picture is up in the corner, and I know what I should look like.

Joseph Schuller almost 2 years ago in Case Management / Case 0 Future consideration

2 VOTE

Disposition page: Add place to download photo of monument/marker similar to obituary page.

No description provided

Joseph Schuller almost 2 years ago in Case Management / Case 1 Future consideration

2 VOTE

Notifications should be filtered

Hi. I love the Planning Center notifications. However, they are too frequent. It would seem that every time a family types something (even in the same field), it sends an alert. This is my assumption, because when going through the thread of notif...

Guest about 2 years ago in Planning Center 0 Future consideration

2 VOTE

On obituary, have where we can email obituary to newspapers directly from the obituary we write.

No description provided

Guest over 2 years ago in Planning Center 1 Future consideration

2 VOTE

Ability to Calculate Sales Tax off of Total Taxable Amount

Customer Experience: Currently Passare's Sales Tax is setup to tax by item. In Connecticut they tax based on the Total Taxable Amount at a tiered basis. The customer is taxed on anything over $2500. Passare's current setup for taxing does not supp...

Sierra Chaffin about 3 years ago in Case Management / Accounting 1 Future consideration

2 VOTE

Inventory On-Hand Report Changes

Inventory On Hand Report needs to include the following information to meet Federated inventory report requirements. This is important for all customers using Federated and Passare Inventory feature: Add Manufacturer column (pulling from Price Lis...

Jessie Goggans over 3 years ago in Case Management / Integrations / System Report 1 Future consideration

2 VOTE

Batch Deposit

When preparing and selecting for Batch Deposits allow an additional sort by Payment Type but there are only 2 options it provides for are Insurance or Payments; allow to also pull or separate by any Payment Source Types, Check, Credit Card, Cash, ...

Elizabeth Reed over 3 years ago in Case Management / Batch Deposits 2 Future consideration

2 VOTE

Inventory Management

For inventory Allow company to select a default location but allow to change, when adding inventory the qty should be 1 by default not 0 but can be increased if needed, allow to override date field by typing especially when having to back date fur...

Elizabeth Reed over 3 years ago in Case Management / Inventory 0 Future consideration

2 VOTE

Default Reminders for Checklist

I would like to create default reminders for the task that would save within the checklist. Example, reminder set to 24 hours prior to service remind FD if task is not completed.

Reuben Feuerborn about 4 years ago in Case Management / Checklist 0 Future consideration

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