Ampersand and disposition information not syncing with Frazer
I was speaking with Bradshaw at Bradshaw FH, and he noticed that when he uses an ampersand in the obituary, it won't sync to their website. Instead, it brings over coding. Additionally, it appears as though the information on the disposition page ...
Tarrence Price
11 months ago
in Passare API
0
Planned
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
over 3 years ago
in Passare API
1
Not being considered
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
about 4 years ago
in Passare API
0
Not being considered
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
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
over 1 year ago
in Passare API
0
Not being considered
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...
Kaylan Johnson
about 3 years ago
in Passare API
0
Planned
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...
Matt Murphy
about 3 years ago
in Passare API
0
Planned
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
over 1 year ago
in Passare API
0
Not being considered
Edit cash advance description after a case is signed
Once a case is signed the line items are set in stone. It would be extremely helpful if cash advance descriptions were editable after signing a case (not the cost portion). Sometimes we think we have the name spelled correctly for an honorarium na...
Guest
almost 2 years ago
in Passare API
0
Not being considered