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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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Tagging Hairdresser

It would be helpful to tag the hairdresser in the appearance section of the care center. This would send our hairdresser a notification so she knows what was discussed.
Guest 14 minutes ago in Case Management / Care Center 0 New

Default select the Payer in the email receipt field

typically, the receipt will need to be emailed to the payer on the transaction. When the Payer is selected, ideally, it would default to putting their name in the "email receipt" field to avoid having to choose the payer and then search again for ...
Madison Hicks 32 minutes ago in Case Management / Payments & Adjustments 0 New

calculate the persons age automatically

one less thing to do
Guest 7 days ago in Case Management / Data Entry 1 Gathering interest

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 12 days ago in Case Management / Case 1 Gathering interest

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 6 days ago in Case Management / Case 0 Gathering interest

Phone Number

Showing the family members phone number next to the email address in family and friends would be helpful.
Guest 8 days ago in Case Management / Family & Friends 0 Gathering interest

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 15 days ago in Case Management / Obituary 0 Gathering interest

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

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

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