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Passare API

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Bank Reconciliation Feature

Since there is a checkwritting feature available, it would be extremly helpful if there was also a bank reconciliation feature with reports showing what checks/transactions cleared the bank and which are still outstanding.
Londa Darwin about 2 years ago in Passare API 2 Future consideration

API to connect with Matthews for Pricing Updates

French would like to explore API options on Price lists in Passare. Alice was talking to Matthews and thought it would be GREAT if we had an API connection in place to update pricing in Passare. When Matthews updates pricing it automatically updat...
Julie Hofmann 4 months ago in Passare API 0 Future consideration

Display what user is on each page

Sometimes, you can get an error on a page that says "Someone has made changes that conflict with yours...", and this is because someone else is on the page tying to make changes at the same time another user is. It would be helpful, and help strea...
Guest over 1 year ago in Passare API 1 Future consideration

PDF Forms Default Value Field Property Function

Adobe allows prepared form fields to have a "Default Value designated in the Properties of the field. Ideally, it would be very helpful to be able to use this "Default Value" through Passare forms that may not always populate information. Curren...
Guest 4 months ago in Passare API 0 Future consideration

Esignature Permissions/ Restrictions

Customer would like the restriction to allow users with the setting to be able to download signed forms or see if the forms are still pending signature, but not be able to send forms for signature.
Guest 5 months ago in Passare API 0 Future consideration

Integration for Legacy Touch

If Passare had the capability to store Finger Prints and PINs for Prints that would sync over to the Legacy Touch system.
Guest almost 2 years ago in Passare API 1 Future consideration

Checklists Delete Tasks

Under the Checklists tab it would be helpful to have a check box beside the comment/edit/delete tasks that could be selected to remove those tasks from the populated list all at once. In other words, when 'burial' is selected as disposition, under...
Guest 8 months ago in Passare API 0 Future consideration

Print and Sign Filter

Some of our bigger firms (Legacy for example) are on print and sign for their contracts. There should be a way to filter through funeral homes who are on print and sign, and what contracts they have in their system or are tied to global.
Guest over 1 year ago in Passare API 0 Future consideration

Rolodex Tied to Shipping Information

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 over 1 year ago in Passare API 0 Future consideration

Add Dropbox to the API list

As a user, I would like the ability to integrate with Dropbox.
Christy Johnson almost 5 years ago in Passare API 0 Future consideration