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2 Vote

Decedent Tracking Dashboard Filters

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...

Created 28 Apr 11:04pm by Jessie Goggans

Case Management / Reports & Dashboards

0 Future consideration
1 Vote

Insurance Tracking

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...

Created 7 Apr 04:28pm by Elizabeth Reed

Case Management / Reports & Dashboards

0 Future consideration
1 Vote

Schedule & Run Reports Pulling Data From 2 Weeks Prior

Users would like the ability to schedule User and System Reports to automatically pull data from 2 weeks prior. Need the following added under Date Range options: Past 2 Weeks Last 2 Weeks

Created 6 Jan 04:20pm by Kaylan Johnson

Case Management / Reports & Dashboards

0 Future consideration
1 Vote

Ability to add Profile ID to the Survey Report Column Option

The ability to add the Profile ID as an option in the survey report feature.

Created 5 Jan 01:54pm by Chloe Jonas

Case Management / Reports & Dashboards

0 Future consideration
1 Vote

Further Search Capabilities

Oftentimes, our funeral home needs to be able to quickly reference case(s) that were at a particular church or cemetery for cost reference or perhaps how many times we have been at a particular cemetery in the last year. There is currently no good...

Created 27 Oct 07:35pm by Guest

Case Management / Reports & Dashboards

0 Future consideration
1 Vote

Trade QB Export

Users utilizing both Trade cases and QB exports need to be able to see invoices grouped by Trade Business as the QB Customer. It currently groups by Deceased Name, even though the trade business is truly the customer being billed. Spoke with Danie...

Created 20 Jul 06:14pm by Jessie Goggans

Case Management / Export/Import

0 Future consideration
2 Vote

Sales Tax / Change date from date contract signed to date of death

Currently, when pulling sales tax for at-need cases, it pulls by date contract is signed. Would like an option to pull by date of death.

Created 14 Jul 05:38pm by Guest

Case Management / User Report

0 Future consideration
6 Vote

Price List Categories in User Reports

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...

Created 28 Apr 04:59pm by Jessie Goggans

Case Management / User Report

2 Future consideration
2 Vote

Inventory On-Hand Report Changes

Inventory On Hand Report needs to include the following information to meet Federated inventory report requirements. This is important for all customers using Federated and Passare Inventory feature: Add Manufacturer column (pulling from Price Lis...

Created 14 Jan 03:02pm by Jessie Goggans

Case Management / Integrations / System Report

1 Future consideration
13 Vote

Reporting on Checklist Tasks

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...

Created 14 Apr 04:05pm by Nick Tunheim

Case Management / User Report

1 Future consideration