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1 Vote

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 columnsDecedent Basic columns (i.e. Client/Decedent Age, ...

Created 5 Jan 05:31pm by Kaylan Johnson

Passare API

0 New
2 Vote

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...

Created 12 Aug 04:02pm by Kaylan Johnson

Passare API

0 Planned
6 Vote

Allow Serial Numbers to Be Re-Used When Deleted Due to Error Entry

When entering serial numbers on the Inventory Management page, if a serial number is assigned to the wrong Item Name (whether by user error or based on info from previous system), the only option is to delete that serial number and re-add it under...

Created 10 Aug 09:12pm by Kaylan Johnson

Passare API

1 New
1 Vote

Add Column for Phone Type and/or Filter Based on Phone Type

Users who either run their own Aftercare programs or utilize a third party to handle reaching out to families (i.e., Circle of Friends, Domanicare, etc.) have reports set up to pull contact information for Informants, Family & Friends, and/or ...

Created 30 Sep 04:27pm by Kaylan Johnson

Passare API

0 New
1 Vote

Add Check Status Filter to User Report for Checks "Rows show results for"

When a User Report is built with Checks selected for "Rows show results for," all Basic and Advanced Filter options become unavailable. However, users need to be able to choose if they want checks with a status of "Not Printed" to show in the repo...

Created 27 Sep 10:40pm by Kaylan Johnson

Passare API

0 New
1 Vote

Add Branch Option Only for Super Admin Roles

Adding a new location/branch requires the review and approval of a Sales Manager due to the specific options related to setup. Due to the above and that Branches can only be deleted by a Developer, the Add Branch button should only be available to...

Created 25 Sep 05:45am by Kaylan Johnson

Passare API

0 New
1 Vote

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...

Created 25 Sep 04:37am by Kaylan Johnson

Passare API

0 New
4 Vote

Ability to Rearrange Filtered Tabs on Inventory Management Tab

If a user creates additional tabs on the Inventory Management page (i.e., a tab for each location or a specific item category), the tabs should be able to be moved around and reordered to organize how they see fit, just like on the Case Listing pa...

Created 10 Aug 02:36pm by Gayla Satre

Passare API

0 New
1 Vote

Email Notifications for Batesville Inegration

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 ...

Created 2 Sep 03:23pm by Devin Pauly

Passare API

0 New
4 Vote

Add Dropbox to the API list

As a user, I would like the ability to integrate with Dropbox.

Created 24 Jan 03:44pm by Christy Johnson

Passare API

0 New