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...
over 1 year ago
in Passare API
It would be nice if Passare could automatically make a digital whiteboard.(Dashboard is not a whiteboard) Where the funeral home can decide what information is important on the board. Branch, decedents name, are there military honors, time and dat...
Add "Save as New" Option for Shared Dashboards/Whiteboards
Many times, a User or Super Admin will create a Dashboard to be Shared with a Funeral Home and used as Whiteboards. Sharing is helpful but if changes are needed, only the owner can implement those. Allowing Users to "Save as New," similar to how i...
about 1 year ago
in Passare API
I was looking to set up WePay and my first question for Passare, especially in these times, is there an integration setting that would allow us to email an invoice directly to the family for them to pay online themselves. I found out we can’t. A q...
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...