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Electronic Funds Transfer Option in Check Writing

Funeral Homes of Texas would like the ability to enter "ETF" as a check number when the check is actually just an electronic transfer of funds. They would like to be able to have a choice for this or just manually enter ETF and be allowed to use E...
Julie Hofmann 5 days ago in Case Management / Check Writing 0 New

Expanding the master search bar when searching for funeral homes to include a sublist of branches under each organization

The search bar that internal passare staff use when accessing the master list of funeral homes does not allow for the ability to see branches under the organization name. Including the ability for the branch name to sub-populate under the org name...
Chloe Jonas about 1 month ago in Case Management / Search 0 Gathering interest

System Calendar improvements

How about different colors in the System Calendar, depending on the event or different color depending on the funeral home branch, like the common Outlook or Google calendar allows you to do. Helps them stand out better for company preferences. Ad...
Elizabeth Reed almost 3 years ago in Case Management / Calendar 4 Future consideration

Prevent check from reducing bank balance until "check cleared" box is checked

Clark Funeral Home would like to have an option to say if a check has cleared the bank or not. This could be a check box or check status. Ideally the bank balance would not be reduced until this box is checked or status selected. This would allow ...
Guest 2 months ago in Case Management / Check Writing 0 Future consideration

Select locations (branches) to merge to one calendar

The ability to download a calendar and select multiple branch locations would be helpful.
Guest 3 months ago in Case Management / Calendar 0 Future consideration

Additional Check Template Tags Requested

Additional option for check date as mm/dd/yyyy (current templates output mm/dd/yy) Additional option for written check amount to have each word capitalized and to populate Five "Dollar(s)" & 00/100 (current template outputs "five & 00/100"...
Erin Merriott over 2 years ago in Case Management / Check Writing 0 Planned

2nd - LEVEL LOG IN AUTHENTICATION

In this world with the pool of nefarious hackers gaining traction in their knowledge of breaching data, it seems VITAL to add 2nd - Level Log in Authentication. If ours or any funeral home database were to be infiltrated the outcome would be catas...
Guest 7 months ago in Case Management / Security 0 Planned

Batch Description Column added to the Batch Deposit Export

McLane Funeral home is actively using our Batch Deposit feature, as well as the export. The issue that they have run into is the 'description' column is not a part of our export in Passare. It is also not a field that can be added to a user report...
Chloe Jonas 3 months ago in Case Management / Batch Deposits 0 Planned

Calendar Sync

When the calendar is synced to mobile, it does not list all of the information for the event in Passare. I have attached two screenshots showing the calendar entries for an arrangement meeting. On desktop, the event name is "Arrangement Meeting fo...
Devin Pauly over 1 year ago in Case Management / Calendar 1 Future consideration

Calendar tags take you straight to the event.

Whenever you have a notification that tells you you were tagged in a note on an event in the calendar, you should be able to click the notification and be taken directly to the event instead of just the month.
Guest 9 months ago in Case Management / Calendar 3 Future consideration