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Family & Friends

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Add "Do Not Contact" check box to Family & Friends main page

Because we have a deep integration with FDLIC and DiGiCon and EverythingAfter, we often need to indicate on certain Family & Friends the "Do Not Contact" option if they should not be contacted. It's very difficult to remember to do this, but i...
Guest 5 days ago in Case Management / Family & Friends 0 New

Link related cases

We've been using Passare long enough now that we are often burying spouses, siblings, children, etc. of cases already in Passare. A staff member mentioned today that it would be really nice if there were a way to link that case number to the "fami...
Holly Stammis 27 days ago in Case Management / Family & Friends 0 Gathering interest

New Role for Cremains Pickup

While there is a spot in the care center to record who picked up cremains, it would be helpful to add a cremains pickup role like there is a DC recipient role.
Anna Andrews about 1 year ago in Case Management / Family & Friends 2 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 about 1 year ago in Case Management / Family & Friends 4 Future consideration

Relationship of Ex-Spouse

In the state of Massachusetts, it is required to have the ex-spouse listed on the death certificate. we currently do not have a way to mark this except for using "other" and cannot map this to a field because it might not always be the exspouse
Madison Hicks 6 months ago in Case Management / Family & Friends 0 Future consideration

Saving SSN for all family members

Currently we can only save SSN for Purchaser and Co-Purchaser. It would be helpful to have this ability for other family members, when they provide it, for future services.
Guest 4 months ago in Case Management / Family & Friends 0 Future consideration

Family & Friends Spouse Option

It would be very helpful in my opinion to have an available option when a family member is listed to have a space for their spouse or significant other. Also it would need to populate that person in parentheses in the obituary.
Guest 5 months ago in Case Management / Family & Friends 0 Future consideration

Family & Friends Radio Button For Deceased

Would be helpful to move radio button for living/deceased up next to name of family friends when entering data instead of having to drop down to additional information everytime.
Clayton White 3 months ago in Case Management / Family & Friends 0 Future consideration

Family & Friends - Beneficiary Role

Beneficiaries don't appear in the order that they are selected on insurance assignments on the payments & adjustments page. Instead they are in order of how they are listed on the F&F page. I'm wondering if it's best to add a role for bene...
Tarrence Price over 2 years ago in Case Management / Family & Friends 0 Planned

Copy Single or Multiple Family & Friends

A customer requested the ability to copy Family & Friends (single or multiple) from an existing case to another. This would be for all case types.
Erin Merriott about 1 year ago in Case Management / Family & Friends 0 Planned