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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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Insurance Company on Pre-Need

Dennis George Funeral Home mentioned that when logging Pre-Needs into Passare there is not a spot for them to input the Insurance Company name.
Guest 4 months ago in Case Management / Case 0 Future consideration

Beta app: Ability to access checklists

I would like the ability to access checklists from the new app.
Guest over 2 years ago in Mobile 0 Planned

Canadian Provinces Listed for License

On the Profile page, funeral directors can list their license number, state, and date of issue. In the dropdown menu for states, please add Canadian provinces.
Guest 2 months ago in Case Management / User Management 0 Planned

Allow Preferences Questions to be different based on the Client Service Type of a case

For funeral homes that serve several types of families and have a wide range of case types, it would be good to be able to change the preference questions in the Planning Center based on the Client Service Type chosen in the case. This way, if the...
Julie Hofmann 6 months ago in Planning Center 0 Planned

Need to be able to view ASD Calls in Mobile App

Currently if a call comes in to a funeral home from ASD, they can only see this in Passare web. If the funeral home goes out on a removal and wants to start the tracking process, they have to create a new case and they cannot use the case that ASD...
Julie Hofmann 2 months ago in Mobile 0 Future consideration

Show Org/Branch Logo under FD Name

Impact Funeral Partners would like us to show the logo under the funeral director name in the Planning Center. Currently it is just the FD name and the name of the funeral home in plain text. They own 23+ locations and think it would be beneficial...
Julie Hofmann 2 months ago in Planning Center 0 Future consideration

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 9 months ago in Case Management / Price List 0 Future consideration

Event Options - new fields

We would like to add the following fields: Funeral Home Involvement (Yes or No) Family Involvement (Yes or No) Would be helpful if this information appeared on our daily schedule too! Thanks!
Jill Materia 7 months ago in Case Management 0 Future consideration

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 almost 5 years ago in Mobile 0 Planned

create optional questions on preferences page in planning center that match service detail questions in Passare

Funeral homes would like to have questions for the family to answer that map directly to the service details section on the Funeral Options page (i.e music, flowers, printed materials, etc.) ideally these questions would be able to be checked on/o...
Madison Hicks 7 months ago in Planning Center 0 Future consideration