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Passare API

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Add Dropbox to the API list

As a user, I would like the ability to integrate with Dropbox.
Christy Johnson about 3 years ago in Passare API 0 New

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 ...
Kaylan Johnson over 1 year ago in Passare API 0 New

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...
Kaylan Johnson over 1 year ago in Passare API 0 New

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...
Kaylan Johnson over 1 year ago in Passare API 0 New

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...
Kaylan Johnson over 1 year ago in Passare API 0 New

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 w...
Devin Pauly over 1 year ago in Passare API 0 New