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Check Writing Notifications

Can check writing notifications be made to where the recipients are always notified when checks are requested/created from the goods & services page? Currently, they'll only be notified if the requestor does not have the ability to create chec...
Tarrence Price 20 days ago in Case Management / Check Writing 0 New

Make the second factor security token persistent on a browser

Because we deal with personal information and social security numbers a 2nd factor login is very important. However, that token should not expire every time I restart my browser. Make an option for passare to "remember this browser" like every oth...
Jim Golub 30 days ago in Case Management / Security 0 Gathering interest

Allow more secure authentication methods

I would love to see some improvements to authentication security. Allow some sort of SSO via Oauth/OIDC to the common authentication providers (Microsoft Entra ID, Okta, etc.). This would allow us to enforce MFA, apply conditional access policies,...
John Meyer about 2 months ago in Case Management / Security 0 Gathering interest

Adding Balance to the Search Cases Box

Interested in adding a balance section when searching a case within the "universal" or "general" search bar at the top of Passare to notify funeral homes/staff of a balance due during a quick search of a case.
Guest 3 months ago in Case Management / Search 0 Future consideration

To backdate on the financials page, to an older date backdate the balance start to prior than not

No description provided
Guest 4 months ago in Case Management / Batch Deposits 0 Future consideration

Calendar Event Mentions

When tagging someone on a note on a calendar event, when the individual receives a notification and they click on the notification, and it will take them to the calendar event but not the event they are tagged in. Instead of redirecting to the cal...
Guest 8 months ago in Case Management / Calendar 0 Planned

Mobile Browser: Stay logged in longer

Currently if using full Passare on a Mobile Browser (not the mobile app), if you leave the browser to do something else, it logs the user out immediately. This is very frustrating. Many times you may need to leave the browser to look at another do...
Guest 11 months ago in Case Management / Security 0 Future consideration

New Event attendance category

When adding an event, under attendance we can choose either private or public. I would like to add an additional category "Public/No Funeral Home" for those events the family is having on their own without funeral home staff assisting. This event ...
Guest about 1 year ago in Case Management / Calendar 0 Future consideration

“Keyword” search case filter

Is it possible to add a new search criteria option to the case filters? There are times when we need to pull from old cases for reference, or reference a case where something particular was in the goods and services, but can't remember which speci...
Guest over 1 year ago in Case Management / Search 0 Future consideration

Show Pet Business Name of Batch Payments Screen

Best Friends Pet Cremations processes over 600 cases a month and they are currently using the batch payments. In order to make this process less tedious they are requesting to add the Pet Business name to the columns on the Batch Payments screen. ...
Julie Hofmann over 1 year ago in Case Management / Batch Payments 0 Planned