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Passare API

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Tracking Signatures Print on Location Events History Report

Please print the physical signature of the person signing off when a decedent is moved to a new location and have the signature print on the Location Events History report on the Tracking page. Please add a column to the report called "Signature" ...
Guest 3 days ago in Passare API 0 New

Bank Reconciliation Feature

Since there is a checkwritting feature available, it would be extremly helpful if there was also a bank reconciliation feature with reports showing what checks/transactions cleared the bank and which are still outstanding.
Londa Darwin over 2 years ago in Passare API 2 Future consideration

Change Colors of Background

We have several people that work in more than one company in Passare. It would be so helpful if we could customize the background colors (the blue) in the companies to differentiate them at a glance. We frequently have cases created in the wrong c...
Lizz Gasbarro almost 2 years ago in Passare API 0 Not being considered

Allow Standard Form Selection Per Organization In Global Forms

A major limitation with Global Forms is if one organization wants a form to be added to/removed from Standard Forms. In order to make this change, we have to remove them from the Global Form and move this document to their Local Templates instead....
Kaylan Johnson 6 months ago in Passare API 0 Planned

Rolodex Tied to Shipping Information

When filling out shipping information for the deceased, there is not an option to to tie it to any rolodex entry. If we are pushing the idea of filling out information in a rolodex one time so that it does not have to be typed over and again, I th...
Guest over 2 years ago in Passare API 0 Future consideration

Scheduled Date Column on Completed Tab in Imports

The Completed tab of the Support > Imports page needs to display a "Scheduled date" column that includes the date and time, just like what is currently displayed on the In Progress tab. This is necessary to see as the current "Date submitted" c...
Kaylan Johnson 5 months ago in Passare API 0 Planned

Pop-Up Alert For Changing Items When a Price List Import is Scheduled

Since an item can now be manually updated while a scheduled price list import is pending and the import will overwrite the item, all users should receive a pop-up alert when trying to manually update an item (similar to the one about Saving withou...
Kaylan Johnson 5 months ago in Passare API 0 Planned

API to connect with Matthews for Pricing Updates

French would like to explore API options on Price lists in Passare. Alice was talking to Matthews and thought it would be GREAT if we had an API connection in place to update pricing in Passare. When Matthews updates pricing it automatically updat...
Julie Hofmann 12 months ago in Passare API 0 Future consideration

Display what user is on each page

Sometimes, you can get an error on a page that says "Someone has made changes that conflict with yours...", and this is because someone else is on the page tying to make changes at the same time another user is. It would be helpful, and help strea...
Guest almost 2 years ago in Passare API 1 Future consideration

Integration for Legacy Touch

If Passare had the capability to store Finger Prints and PINs for Prints that would sync over to the Legacy Touch system.
Guest over 2 years ago in Passare API 1 Future consideration