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5 Vote

Include cemetery and arranging director in calendar drop down.

Saves time spent opening case to extract information. Facilitates staff and automotive assignments.

Created 23 Mar 03:09pm by Guest

Case Management / Integrations

0 Future consideration
1 Vote

Show insurance company address in CLAIMCHECK integration

User Story As a CLAIMCHECK integration user, I sometimes have several insurance companies with the same name. Since I can't see the address for the insurance companies, I often select the wrong company and then have to call CLAIMCHECK to fix the e...

Created 28 May 03:22pm by Daniell Jara

Case Management / Integrations

0 Future consideration
4 Vote

QB Desktop & QBO Integrations

Currently Passare uses an export/import process with QuickBooks. While this is useful now, there is room for error in its setup, how the report is ran, etc. When issues arise, it is difficult for customers and Ops to troubleshoot what happened. Ma...

Created 28 Apr 06:21pm by Jessie Goggans

Case Management / Integrations

0 Future consideration
1 Vote

Passare Integration with Funeral Decisions After Care website

We’re looking to have Passare and Funeral Decisions communicate better and have certain fields pushed from Passare to populate our Funeral Decisions account. What we need to move from Passare to Funeral Decisions is: Case name The name of the fune...

Created 31 Mar 08:06pm by Guest

Case Management / Integrations

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
5 Vote

Integrate with QuickBooks Online

Would like a full integration with QuickBooks Online that does not require me to export or import anything.

Created 27 Aug 10:05pm by JOEL WALTERS

Case Management / Integrations

0 Future consideration