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Passare API

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Relationships

I would like to see Child added to the dropdown when selecting Relationship
karen holte over 1 year ago in Passare API 0 Gathering interest

Edit cash advance description after a case is signed

Once a case is signed the line items are set in stone. It would be extremely helpful if cash advance descriptions were editable after signing a case (not the cost portion). Sometimes we think we have the name spelled correctly for an honorarium na...
Guest over 1 year ago in Passare API 0 Gathering interest

A REAL Digital whiteboard

It would be nice if Passare could automatically make a digital whiteboard.(Dashboard is not a whiteboard) Where the funeral home can decide what information is important on the board. Branch, decedents name, are there military honors, time and dat...
Matt Murphy almost 3 years ago in Passare API 0 Planned

Returning Back to Page You Were On

When adding and editing price list items, upon going back to the main page, it takes you back to the very beginning, rather than being taken back to the last page you were on. For example, if you are on page 5 of a price list, when you return from...
Guest over 1 year ago in Passare API 0 Gathering interest

Veteran Forms to Auto-Populate in Standard Forms Section

Now that we have the ability to populate the Veteran Information page by selecting a radio button, it would be a further improvement to have Standard Forms automatically update with all Veteran Forms once this radio button has been selected. The V...
Kaylan Johnson about 3 years ago in Passare API 0 Gathering interest

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 over 1 year 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

WePay API integration

I was looking to set up WePay and my first question for Passare, especially in these times, is there an integration setting that would allow us to email an invoice directly to the family for them to pay online themselves. I found out we can’t. A q...
Eric Keyser almost 4 years ago in Passare API 1 Planned

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.

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Guest about 2 years ago in Passare API 0 Already exists