We continually have issues with multiple users started the same case. Data must be re-entered. I would be helpful to have the system check for duplicates when entering a decedent last name to avoid these types of issues. Even a "merge" record woul...
On the new mobile app beta when you open a case to view the details, in the "Properties" block, the Case ID is not the actual Case ID, but rather some string of numbers. The correct Case ID DOES appear at the top with the name and also in the main...
There are some reports that I would find really useful that don't exist--or at least I don't think they exist. Basically, I want to know what our most popular caskets have been over the last 2 years. But all I can get is a list of ALL of the merch...
Would like to be able to preview data before syncing to my Funeral Innovations site. Right now the sync button immediately posts the information to my live website, which has caused frustration. I would like to be able to see all of the data synci...
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...
Eric Keyser
about 4 years ago
in Passare API
1
Planned
I would like to a Livestreaming service option that would allow us to share the RRL link in the same manner that you would share a physical address for the service location.
Reuben Feuerborn
about 4 years ago
in Case Management
0
Planned
The invitation email and text needs to clarify that Funeral Homes will not receive responses.
There have been a couple of instances where the family has received the invitation email or text, and replied to it thinking the Funeral Home would receive the reply. That is not the Case. The Funeral Home isn't receiving information they may need...
Unless I'm sitting at a PC and have my window full size, (so basically, when I'm using my phone, tablet, or have a split screen on my PC), the background of the note notifications is a light gray, and the font is white. So it's unreadable. Which m...
0
Planned
0
Planned
