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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Showing 555 of 555

3 VOTE

Add Ability for Users to Bookmark Forms to Display Separately from Standard Forms

We've had a lot of customers ask about changing the Order/Selection of Standard Forms, and while there are certainly workarounds that we've been able to use, some FH Standard Forms are mandated by Organizations like Vertin/Legacy etc. Specifically...

Guest 11 days ago in Case Management / Case 1 Gathering interest

1 VOTE

Support Chat

Instead of searching for help or emailing support when there is an issue, chat bot or live person to chat with would be very helpful. This was used with another platform and was convenient.

Guest 5 days ago in Case Management / Case 0 Gathering interest

1 VOTE

calculate the persons age automatically

one less thing to do

Guest 6 days ago in Case Management / Data Entry 1 Gathering interest

1 VOTE

Phone Number

Showing the family members phone number next to the email address in family and friends would be helpful.

Guest 7 days ago in Case Management / Family & Friends 0 Gathering interest

2 VOTE

Add Memorial Donation without a Website

Please allow memorial donation organizations to be added without a website. In some small towns, local organizations/businesses do not have a website.

Guest 14 days ago in Case Management / Obituary 0 Gathering interest

8 VOTE

Add the ability to distinguish between family balance due and balance paid by pre-need policy

I am requesting a feature that would allow us to distinguish between goods and services that are covered by a pre-arranged policy and items that the family adds to the contract at the time of death. It would be helpful for Passare to automatically...

Corbin Kill 3 months ago in Case Management / Goods & Services 0 Future consideration

7 VOTE

A checkbox for "Stillborn" that will gray out or disable date of birth/date of death

While not often, our firm handles cremations and burials for stillborn infants. The category of "stillborn" is available as an option on most forms in our state -- the best workaround currently is to put the date of birth and death as the same dat...

Joe Laedtke 3 months ago in Case Management / Data Entry 1 Future consideration

4 VOTE

middle name on Family & Friends Page being added to the top section

On the Family & Friends page currently you have to click on the additional information to add the middle name of the family member. It would be much more convenient to be able to add the middle name right there when adding the family member fi...

Chloe Jonas about 2 months ago in Case Management / Family & Friends 0 Planned

1 VOTE

Pre-Need Permissions Read-Only/Edit Contract Dates

Allow users to be read only for pre-need cases but still have the access to change contract dates for pre-need cases/sign cases. Need to have the ability to limit the access to cases versus the permissions they have.

Guest 14 days ago in Case Management / Roles & Permissions 0 Gathering interest

1 VOTE

Adding Additional Categories to Care Center Embalming Fluids

Adding the ability, within Admin > Care Center, to add additional categories with subsequent dropdowns, rather than typing out the additional Fluids underneath "other", especially if there are multiple being added/used in the FH process.

Guest 14 days ago in Case Management 0 Future consideration

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