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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 almost 2 years ago in Passare API 2 Future consideration

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 about 1 year ago in Passare API 1 Future consideration

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 4 months ago in Passare API 0 Future consideration

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 about 1 year ago in Passare API 0 Future consideration

Rolodex Tied to Shipping Information

When filling out shipping information for the deceased, there is not an option to to tie it to any rolodex entry. If we are pushing the idea of filling out information in a rolodex one time so that it does not have to be typed over and again, I th...
Guest over 1 year 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 9 months ago in Passare API 0 Future consideration

Matthews-Aurora Integration

I would like to see Matthews' Solution Center connect with Passare Price List and Products. This way all the images and prices shown in Matthews will be automatically brought over to Passare. Otherwise whenever I make price changes in Matthews I h...
Austin Flowers 10 months ago in Passare API 0 Future consideration

Add Dropbox to the API list

As a user, I would like the ability to integrate with Dropbox.
Christy Johnson over 4 years ago in Passare API 0 Future consideration

Include "Lock" for Any Changes on Goods & Services on Case Status Feature

Admins need to be able to allow users to continue entering/updating Payments & Adjustments but need to prevent changes (adding or deleting items) on the Goods & Services page. Currently, the "Lock Financials" setting on the Case Status set...
Kaylan Johnson about 2 years ago in Passare API 1 Future consideration