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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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Create Setting to Allow Rolodex to Feed Down to Child Orgs

Many larger organizations have a parent/child org hierarchy due to staffing access, etc. and frequently need the option to share Rolodex entries from the parent level. Here are a couple of examples where this causes issues with the way it works to...
Kaylan Johnson 1 day ago in Case Management / Rolodex 1 New

E-Transfer Option

Please add an option for E-Transfer for Canadian funeral homes. E-Transfer is a bank-to-bank transfer in Canada that is a very frequent payment method. The payment details would be the same as for an ACH.
Guest 4 days ago in Case Management / Payments & Adjustments 0 New

Add Suffix and Title Options on Case Summary

It would be helpful to be able to see the suffix for the Family & Friends on the Case Summary page, or at least have the option to toggle that information on/off for the display of each F&F name.
Guest 6 days ago in Case Management / Family & Friends 0 New

Please create Role Executor/Executrix

Please create a Role called Executor/Executrix. This Role would be especially important to our Canadian firms where around 90% of the time there is an Executor that is the legal representative named in the will, and that person is not usually also...
Guest 6 days ago in Case Management / Family & Friends 0 New

Change DC Signed by to Medical Certificate Signed By

In Canada, what we call a Death Certificate they call a Medical Certificate of Death. Please change the wording on the Vitals page to reflect that. Under the Death heading there is a box that says Death Certificate signed by, please change this to...
Guest 6 days ago in Case Management / Data Entry 0 New

Send E-signatures out of the country

We deal with funeral homes in Poland, and sometimes, family members need to sign documents in Mexico. However, e-signatures links cannot be opened in Poland. It would be very helpful to have the ability to send these documents out of the country.
Angela Anello 13 days ago in Case Management 0 New

Add or Edit Family Email after Planning Center Invite Sent

Sometimes, families do not provide their email address right away, but still want the planning center invite. Once we meet with them and they provide us their email, it cannot be added to their profile as it is grayed out. Why is this and can this...
Guest 16 days ago in Case Management 0 New

Is there a way to send planning center invite from the funeral home? Not Passare. Many families lose invite and they can't find the email. It seems we have had many families that struggle with invite process. Also, is there a way that it doesnt end up in their spam folder? Lastly, could there be a section that families could could 'login' from our funeral home website as that is where they go to resign in?

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Guest 9 days ago in Planning Center 0 New

Electronic Signature Pad Users

We use an electronic signature pad in Digicon to capture signatures. It has the ability during the process of signing to accept the signature onto other forms. It would be very helpful if Passare had the ability to allow electronic signatures at t...
Guest 3 months ago in Case Management 0 New

Planning Center tab > Messaging: Show latest message first when more messages are present than will show without scrolling.

Show latest message first when more messages are present than will show without scrolling. Currently, if you have a lengthy conversation in Messaging, when you go to that page, the messages window is shown, with the top-most message first. That's ...
Guest 7 months ago in Case Management / Data Entry 0 New