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Passare API

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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 1 year 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 9 months ago in Passare API 0 Not being considered

Creating a mapping for designated signer

We have customers who are using forms that do not always require one specific role to sign or have information populate (Informant is not always Primary Purchaser) and would like the versatility of 2.0 to pull the information based off of signer, ...
Guest about 2 months ago in Passare API 0 Not being considered

Checklists Delete Tasks

Under the Checklists tab it would be helpful to have a check box beside the comment/edit/delete tasks that could be selected to remove those tasks from the populated list all at once. In other words, when 'burial' is selected as disposition, under...
Guest about 2 months ago in Passare API 0 Gathering interest

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 10 months ago in Passare API 1 Future consideration

Parent 1 and Parent 2 Mappings

Since the change on the Vitals Page from Mother and Father to Parent 1 and Parent 2, there are not any mapping for Parent 1 and Parent 2, rather, there are only mappings for Father and Mother. What we will need is the ability to tag and map these ...
Guest 11 months ago in Passare API 0 Planned

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 1 year ago in Passare API 1 Future consideration

Print and Sign Filter

Some of our bigger firms (Legacy for example) are on print and sign for their contracts. There should be a way to filter through funeral homes who are on print and sign, and what contracts they have in their system or are tied to global.
Guest 11 months ago in Passare API 0 Future consideration

Set default tab

Allow users to choose a default tab, so when you load Passare you go to the place you want, as opposed to a default "All cases" tab.
Dennis Helwig 6 months ago in Passare API 0 Future consideration

Ability to Add New Tabs to Template Page

I would like to be able to add new tabs to the Template Page. We do a lot of international shipping and there are many documents required for various countries. Having a tab at the top of the Template Page (IE: Shipping to Mexico and IE: Shipping ...
Guest 7 months ago in Passare API 0 Already exists