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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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Autosave when you change pages

It would be nice if you could transfer pages without having to save, an auto save when you shift maybe.
Product Team about 4 years ago in Case Management / Data Entry 3 Future consideration

Convert a preneed case to an imminent-need case

We we get notified of an impending death and there is already a preneed on file, we want to be able to convert that preneed case into an imminent-need case.
Guest over 4 years ago in Case Management / Case 3 Future consideration

Create a Draft or Quote of a Contract

Families often want to see multiple variations of the contract. Would be great to be able to create multiples drafts or quotes within the same case.
JOEL WALTERS over 4 years ago in Case Management / Case / Goods & Services 0 Future consideration

Ability to customize Family & Friends Fields Placement

Users would like the option to customize which fields show initially when adding in new Family & Friends. For example: moving the "Spouse" field out of "Additional Information" to the primary view, so that this is easily edited. Some users fin...
Jessie Goggans almost 2 years ago in Case Management / Family & Friends 4 Future consideration

Ability to capture the bank name when adding a check payment

We would like the ability to add the bank name in Payment and Adjustments when a family pays by check. This would allow us to put the bank name and check number on our final invoice.
Jill Materia 7 months ago in Case Management / Payments & Adjustments 1 Future consideration

Notification for Conflicting Funeral Services

Yvonne Sersch pointed out that the system doesn't provide a notification if multiple services are scheduled at the same time. Would it be possible to have a notification if there are conflicting services?
Tarrence Price 10 months ago in Case Management / Appointments 1 Future consideration

Upload Fingerprints

It would really be great to have a place to upload fingerprints…. I use the 2nd photo spot when I can but often use it for an actual second photo. -Jewell Shivery
Guest almost 2 years ago in Case Management / Care Center 0 Future consideration

Multiple Payment Receipts

Customers need the ability to use more than one payment receipt. Currently when a cash sale receipt is selected within a Cash Sale case, it will populate show the expense is for that particular case rather than the case reference. When the receipt...
Tarrence Price about 4 years ago in Case Management / Payments & Adjustments 1 Future consideration

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

Cemetery Address on Disposition Page

In the event of adding multiple disposition details, it could be helpful to have both disposition locations listed (Addresses). Recently had a case where there was a cremation and both a burial of cremated remains and the address of the cemetery w...
Guest 11 months ago in Case Management / Case 0 Future consideration