Steve Jenkins sent a report over to us on July 22, asking for all Foresight funeral homes to be added to it. The issue is that several columns are blank because the report tags are pulling from the incorrect area in Passare. The "Container Type" t...
While working with Client Service's customers on workflows, there currently isn't a way to report on checklist items that are not complete. The only output via User Reports is a list of all checklist items. Attached is a User Report showing row re...
Users would like the ability to create a User Report with a column(s) that include categories and respective sales data. Much like the Survey Report or General Sales columns - we'd like the capability to see sales data per category in User Reports...
Show Private or Public with Services on the Dashboard
When I create a dashboard for future services, I cannot see whether a service is private or public without going into the case or going to the calendar. Can we add a column for private or public or the icon indicator to the dashboard?
Users would like to see all associated cases (connected by Case Reference) when searching by at-need OR cash sale. Currently, searching by Cash Sale name will pull an associated At-Need, but searching At-Need name will not pull associated Cash Sal...
On the Case Listing you can edit the columns to multiple different options of listing the name but it appears the only one you can click into (for the Decedent) is the Decedent Full Name column. For many they like to list Decedents Last Name, Firs...
Users would like to filter & view details for any tracking location on the Dashboard. Currently, Passare only shows "last location". For example, users would like to see a snapshot of details around all cases' "Pickup" location, including user...
Users need to be able to pull the following System Reports and specify only Cash Sale Cases, just like they can all the other case types. Detailed Items Sold Detailed Sales Items Sold
We have a payment form for Insurance and it will show as Pending until payment comes through. However, Passare only allows tracking if we use CLAIMCHECK and we do our own in-house on insurance assignments. The dashboard view created will show noth...