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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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Checklist Branch Logo

Can we have the ability to pull the branch logo on checklists? It doesn't look like it's a form that we have access to but wondering if there's a way to have an option for branch logo display instead of it always being the main org.
Tarrence Price about 15 hours ago in Case Management / Checklist 0 New

Attach and Schedule Passare Users to Services

It would be useful to be able to attach funeral staff to a service so that scheduling would be easier for funeral directors. Client submitted idea and stated one of his previous software would allow him to request a user to work an event. That use...
Ryan Patterson 6 days ago in Case Management / Appointments 0 Planned

Create Family Role "Receiving Cremated Remains"

It would be helpful to see on the family member who is to receive cremated remains. This would be helpful to see on cremation dashboards and forms. This would be particularly helpful when there is a family dispute of any kind. The FD could select ...
Madison Scott 21 days ago in Case Management / Family & Friends 0 Gathering interest

First Call

When creating a new case, and that screen pops up for basic information. It would be nice if that could be customizable so that you can add such as date of birth, Social Security number, doctors name or whatever information your Funeral Home‘s gat...
Matt Murphy 13 days ago in Case Management / Data Entry 0 Gathering interest

Suffix for Spouse of Vitals

On the Vitals page when adding spouse there is not a field for suffix. Have to go the Family and Friends page.
Guest 10 days ago in Case Management / Case 0 Gathering interest

Add Religion

On the funeral options page there is not a religion listed for Sikh.
Guest 10 days ago in Case Management / Case 0 Planned

Allow A Funeral Home or Business To Be Primary Purchaser Without Adding Them To Family & Friends

It has been requested by a Funeral Home the ability to add a Funeral Home or other business to be marked as Primary Purchaser within a case without adding them to the Family and Friends list. If there could be a separate business list that can be ...
Jennifer Jenson 29 days ago in Case Management / Family & Friends 0 Gathering interest

Move Memorial Donations field above obituary field

If the funeral home is listing the memorial donations in the obituary, it would make sense to select the memorial donations organization before getting to the obituary template selection dropdown. Often it is forgotten and then the template is pul...
Madison Scott 22 days ago in Case Management / Obituary 0 Gathering interest

Ability to shrink the Add Bookmark Column

The bookmark column in the dashboard is way to big and will not let you make smaller
Matt Murphy 12 days ago in Case Management / Case 0 Gathering interest

Disposition Tab Primary & Secondary

A Passare user has reached out to suggest there be two disposition tabs on the disposition section of Passare. This is what the user has suggested: "On the disposition tab, it would be helpful if you could have a tab on there for primary dispositi...
Guest 2 months ago in Case Management / Case 1 Future consideration