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
3 months ago
in Passare API
0
Not being considered
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
10 months ago
in Passare API
0
Not being considered
While this pertains to the build process, I think it has benefits beyond that. Essentially, I think that each global forms needs to have it's own folder/section to help navigate through, rather than having to type out the form name, title, etc. So...
Guest
over 1 year ago
in Passare API
0
Not being considered
Is it possible to get more cities added with the auto-fill? The new cities would be Cridersville (Auglaize County, Ohio, 45806), St. Johns (Auglaize County, Ohio 45884), and St. Marys (Auglaize County, Ohio, 45885)
Guest
over 1 year ago
in Passare API
0
Not being considered
More information coming over when a user gets a 500 error
When we get a support ticket for a 500 error, all we get is that there is an error, but unless the user tells us exactly what is going on, we have to inquire from them. If we were to get a diagnostic on what the error was when the ticket came in, ...
Guest
over 1 year ago
in Passare API
0
Not being considered
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
Not being considered
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
about 2 years ago
in Passare API
0
Not being considered
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 w...
Devin Pauly
almost 3 years ago
in Passare API
0
Not being considered
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...
Kaylan Johnson
about 3 years ago
in Passare API
0
Not being considered