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2 Vote

Passare sync to Digicon

I know this has been brought up several times by many funeral homes that use Passare. While this might not be an easy solution I do believe that creating a complete integration / line of communication between Passare and Digicon would add an incre...

Created 22 Jun 04:30pm by Chloe Stirling

Case Management / Integrations

1 Future consideration
1 Vote

Show insurance company address in CLAIMCHECK integration

User StoryAs 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 en...

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.Maj...

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 fun...

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 List...

Created 14 Jan 03:02pm by Jessie Goggans

Case Management / Integrations / System Report

1 Future consideration
1 Vote

porting website online pre plans to "new case" in passare

Hi, we are , or would like to use the online arrangement form on CFS or Funeral home websites more effectively. Whereby when one fills out on our website, the content automatically ports to passare to make a new case... is this worth discussion?

Created 23 Nov 09:24pm by Guest

Case Management / Integrations

1 Future consideration
2 Vote

Integration with PRECOA

There should be additional roles for the Family & Friends: "Precoa Submission Pre-Need" "Precoa Submission Online Review". When these are checked off, the information would be sent straight to Precoa upon closing the case. This would elimina...

Created 19 Aug 02:14pm by Crystal Van Orsdel

Case Management / Integrations / Family & Friends

0 Future consideration
5 Vote

Integration with Facebook

I would like to be able to integrate Passare with Facebook (for example, to push obituaries to Facebook).

Created 12 Feb 07:06pm by Guest

Case Management / Integrations

0 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