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1 Vote

Add the Ability to Pin Menu to Any Side of the Screen

I spoke to a customer today, she said she would like to see the ability to pin the menu to any side of the screen added to Passare. The menu takes up a lot of space at the top of the screen. In addition, when the menu is unpinned, you are no longe...

Created 7 May 03:30pm by Devin Pauly

Passare API

0 New
1 Vote

Include Option to Pull Simplified Case Notes in Reports

Customers pulling the Internal Notes (and/or other page Notes) from the cases on a Report would prefer a simplified version of the output that excludes the date/time and author notations.This is particularly useful for customers who have used the ...

Created 29 Apr 05:10pm by Kaylan Johnson

Passare API

0 New
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

Allow use of non-Microsoft products for templates

It would be nice if when you download templates if they could open using Google docs, sheets, etc. instead of Microsoft Word, Excel, etc.

Created 21 Apr 03:34pm by Guest

Passare API

0 New
2 Vote

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...

Created 22 Jan 09:34pm by Kaylan Johnson

Passare API

0 New
2 Vote

Make Messenger (and Other) Exports More Easily Accessible

It would be very helpful to have Messenger Export (and Bass-Mollett) in a more easily accessible place in the case, for example, either in the Standard Forms or within the Integration Settings area. This is frequently used for Funeral Homes that h...

Created 22 Jan 09:27pm 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

Funeral Innovations Integration to include Informant, family

Can we also have the informant and even other family and friends information to migrate to Funeral Innovations along with the obit and service details. Eliminating double entry.

Created 17 Mar 03:01pm by Kurt Edenbach

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
1 Vote

Include Branch in Passare/CFS Sync

Would like Passare to push branch info to CFS "Funeral Home" field (in CFS backend). See attachment for where they would like Passare branch to tie to.Submitting for Joe Mahn.

Created 12 Jan 09:27pm by Jessie Goggans

Passare API

0 New