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Passare API

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Calendar Events - Include "Added by" Username & Date/Time Info

Admins want to see who/when events are created so that if there is a conflict, they can go to the user and adjust the events as needed. There is currently no record of who/when events are created that is accessible outside of Development looking i...
Kaylan Johnson about 2 years ago in Passare API 0 Planned

New Options under Rolodex Entries

Heard from a customer today that they would love to have a physical address and mailing address entries in the rolodex because they have a few crematories for example that have different addresses for both. They would also love to have the ability...
Guest over 2 years ago in Passare API 0 Not being considered

Self populate where information has already been provided on another screen so you don't have enter it. Flash if their is more than one person with the same name.

No description provided
Guest over 2 years ago in Passare API 0 Already exists

Dashboards/Whiteboards - "Copy to Another Org" Option

Super Admins (SA) typically create a Dashboard and Share it as an example of 'Default' options for Whiteboards. However, the SA then has to maintain that Dashboard for each org so that the Users can continue to have access to it. As a workaround, ...
Kaylan Johnson over 2 years ago in Passare API 0 Already exists

Add "Save as New" Option for Shared Dashboards/Whiteboards

Many times, a User or Super Admin will create a Dashboard to be Shared with a Funeral Home and used as Whiteboards. Sharing is helpful but if changes are needed, only the owner can implement those. Allowing Users to "Save as New," similar to how i...
Kaylan Johnson over 2 years ago in Passare API 0 Planned

Email Notifications for Batesville Integration

A customer has email notifications set to automatically send when they enter an obituary on their Batesville website. However, when they sync Passare to their Batesville website, they must manually send email notifications from their website. It w...
Devin Pauly about 3 years ago in Passare API 0 Not being considered

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 over 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 over 3 years ago in Passare API 0 Not being considered

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 over 3 years ago in Passare API 0 Not being considered

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 over 3 years ago in Passare API 0 Not being considered