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Passare API

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Calendar Events - Include "Added by" Username & Date/Time Info

Admins want to see who/when events are created so that if there is a conflict, they can go to the user and adjust the events as needed. There is currently no record of who/when events are created that is accessible outside of Development looking i...
Kaylan Johnson almost 2 years ago in Passare API 0 Gathering interest

Allow for Price List Effective Dates to be Split by Branch

Users with multiple branches are able to assign a specific branch to all items/packages in their Price List but currently the Effective Date settings only allow for one date for each Price List (GPL, CPL, etc.). When there are mutiple branches, it...
Kaylan Johnson almost 2 years ago in Passare API 0 Gathering interest

New Options under Rolodex Entries

Heard from a customer today that they would love to have a physical address and mailing address entries in the rolodex because they have a few crematories for example that have different addresses for both. They would also love to have the ability...
Guest almost 2 years ago in Passare API 0 Gathering interest

Self populate where information has already been provided on another screen so you don't have enter it. Flash if their is more than one person with the same name.

No description provided
Guest about 2 years ago in Passare API 0 Already exists

Dashboards/Whiteboards - "Copy to Another Org" Option

Super Admins (SA) typically create a Dashboard and Share it as an example of 'Default' options for Whiteboards. However, the SA then has to maintain that Dashboard for each org so that the Users can continue to have access to it. As a workaround, ...
Kaylan Johnson about 2 years ago in Passare API 0 Already exists

Add "Save as New" Option for Shared Dashboards/Whiteboards

Many times, a User or Super Admin will create a Dashboard to be Shared with a Funeral Home and used as Whiteboards. Sharing is helpful but if changes are needed, only the owner can implement those. Allowing Users to "Save as New," similar to how i...
Kaylan Johnson about 2 years ago in Passare API 0 Planned

Columns Needed in User Reports When Using "Rows show results for" = Contract Items

Need the following Available Report Information (columns) added when "Contract Items" is selected for the "Rows show results for" in User Reports: All Contract Balance, Sub Total, and Total columns Decedent Basic columns (i.e. Client/Decedent Age,...
Kaylan Johnson over 2 years ago in Passare API 0 Gathering interest

Base Accounting Reports on Transaction IDs Instead of Transaction Names

Currently, users are able to edit Transaction names under Admin > Accounting (Financial Accounts page) in the Transaction list. For example, "Refunds" to "REFUND." Result: Any transactions using the prior name(s) (i.e., "Refunds") on the Paymen...
Kaylan Johnson over 2 years ago in Passare API 0 Gathering interest

Email Notifications for Batesville Integration

A customer has email notifications set to automatically send when they enter an obituary on their Batesville website. However, when they sync Passare to their Batesville website, they must manually send email notifications from their website. It w...
Devin Pauly over 2 years ago in Passare API 0 Gathering interest

Add Case Types Selection to System Reports to Include in Report Results

Users need to be able to include other case types, such as Trade Cases, when pulling System Reports. Example: "Survey Client Service Type" - currently this report only pulls At-Need cases but Trade Cases also are able to specify a Client Service T...
Kaylan Johnson over 2 years ago in Passare API 0 Planned