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Passare API

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A REAL Digital whiteboard

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 almost 3 years ago in Passare API 0 Planned

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...
Devin Pauly almost 3 years ago in Passare API 0 Planned

Include Option to Pull Simplified Case Notes in Reports

Customers pulling the Internal Notes (and/or other page Notes) from the cases on a Report would prefer a simplified version of the output that excludes the date/time and author notations. This is particularly useful for customers who have used the...
Kaylan Johnson almost 3 years ago in Passare API 0 Gathering interest

Allow use of non-Microsoft products for templates

It would be nice if when you download templates if they could open using Google docs, sheets, etc. instead of Microsoft Word, Excel, etc.
Guest about 3 years ago in Passare API 0 Gathering interest

Funeral Innovations Integration to include Informant, family

Can we also have the informant and even other family and friends information to migrate to Funeral Innovations along with the obit and service details. Eliminating double entry.
Kurt Edenbach about 3 years ago in Passare API 0 Gathering interest

Veteran Forms to Auto-Populate in Standard Forms Section

Now that we have the ability to populate the Veteran Information page by selecting a radio button, it would be a further improvement to have Standard Forms automatically update with all Veteran Forms once this radio button has been selected. The V...
Kaylan Johnson over 3 years ago in Passare API 0 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 over 3 years ago in Passare API 1 Gathering interest

Include Branch in Passare/CFS Sync

Would like Passare to push branch info to CFS "Funeral Home" field (in CFS backend). See attachment for where they would like Passare branch to tie to. Submitting for Joe Mahn.
Jessie Goggans over 3 years ago in Passare API 0 Gathering interest

Include current balance when using the batch payment feature

The batch payment process is excellent and saves time when there are a lot of payments to enter, it can be very helpful to not type in and click into each seprate case, HOWEVER, it somewhat defeats the purpose, because I find myself searching each...
Guest over 3 years 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