Skip to Main Content
đź’ˇ Share your Ideas!
ADD A NEW IDEA

FILTER BY CATEGORY

Admin

Showing 79 of 412

Multiple Roles for Same User

It would minimize the number of roles we have to create if one user could be assigned more than one role. Example: we have a director who works in our admin department. We would want to assign FD roles as well as Admin. Currently we have to create...
Guest 13 days ago in Case Management / User Management 0 New

Allow pdf documents to be attached to the note section of checks

It would be helpful to attach invoices to the notes section of a check for quick reference between accounting and the funeral home.
Duane Morey 18 days ago in Case Management / Accounting 0 New

Add spacing and font options for Organization Message

I regularly send out Organization Messages to staff through Passare. The only problem is that alll text is squished together. There is no ability to space out sentences or paragraphs or bullet points. Additionally, there is no option for bold, ita...
Guest 24 days ago in Case Management / Organization Info 0 New

Good & Services Tags In Price List

In the Price List, you can create G&S and SFG Tags for any given item. However, you can only filter by the SFG Tags in the Price List section within Passare. So as an example, if I wanted to separate my caskets by brand or type using SFG Tags,...
Guest 25 days ago in Case Management / Price List 0 New

National VA Cemetery - FH ID Numbers

Just found out VA Cemeteries give ID numbers to FHs. I didn't know about this. My suggestion is to have a space in the location details of a FH location for this info, and then display it at the top of the Veteran Information Tab in any case that ...
Zach Moore 30 days ago in Case Management / Organization Info 0 New

Future Price Change Report

Need a report that shows future price changes. If prices are set to change next month, it would be great to be able to see a listing of all prices that have been entered with a new effective date. It would help in proofing all price lists. It woul...
Steve Espolt about 1 month ago in Case Management / Price List 0 New

search ability on Field Name for mapping

Love that we can now search the mapping options when creating a document. Could there be a way to search the Field Names? I have a couple of PDF documents that have 10+ pages of fields (many don't map, but I want to be able to type into the docume...
Holly Stammis about 1 month ago in Case Management / Documents 0 Gathering interest

Merge Rolodex contacts

Rather than delete one contact, could there be a way to merge them?
Holly Stammis about 1 month ago in Case Management / Rolodex 0 Gathering interest

GPL that populates from Passare Price List

I have had multiple Funeral Homes who wish that we would generate and keep updates their GPLs for them based on whatever information is entered in their Passare Price List as this is something that some other softwares offer and they have gotten u...
Anna Andrews about 2 months ago in Case Management / Price List 1 Gathering interest

Adding a Service Location Column on Dashboard

When setting up dashboard, could there be a service location column, so when Funeral Home is setting up whiteboard they are able to see where the service will be at a glance.
Guest about 2 months ago in Case Management / Admin 1 Gathering interest