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Passare API

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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 6 days ago in Passare API 0 Gathering interest

Change Colors of Background

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 about 2 months ago in Passare API 0 Gathering interest

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 12 months ago in Passare API 0 Gathering interest

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 5 months ago in Passare API 0 Gathering interest

Scheduling New Tax Rate

Being able to schedule a new tax rate to go live in the future, rather than implementing a new tax rate at the time of entry. We have the ability to change price list items and not retroactively affect that item previous cases, and, we have the ab...
Guest 9 months ago in Passare API 0 Gathering interest

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 3 months ago in Passare API 0 Gathering interest

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...
Kaylan Johnson over 3 years ago in Passare API 2 Gathering interest

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 7 months ago in Passare API 0 Gathering interest

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 over 1 year ago in Passare API 1 Gathering interest

Global Forms Organization

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 8 months ago in Passare API 0 Gathering interest