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
11 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
Make Messenger (and Other) Exports More Easily Accessible
It would be very helpful to have Messenger Export (and Bass-Mollett) in a more easily accessible place in the case, for example, either in the Standard Forms or within the Integration Settings area. This is frequently used for Funeral Homes that h...
Kaylan Johnson
about 3 years ago
in Passare API
1
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
Ability to Rearrange Filtered Tabs on Inventory Management Tab
If a user creates additional tabs on the Inventory Management page (i.e., a tab for each location or a specific item category), the tabs should be able to be moved around and reordered to organize how they see fit, just like on the Case Listing pa...
Gayla Satre
over 3 years ago
in Passare API
0
Gathering interest
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
almost 1 year ago
in Passare API
0
Gathering interest
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
about 1 year ago
in Passare API
0
Not being considered