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1 Vote

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.

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Created 1 Apr 08:36pm by Guest

Passare API

0 New
6 Vote

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...

Created 10 Aug 09:12pm by Kaylan Johnson

Passare API

1 New
1 Vote

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, ...

Created 25 Jan 07:12pm by Kaylan Johnson

Passare API

0 New
1 Vote

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...

Created 25 Jan 06:21pm by Kaylan Johnson

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0 New
1 Vote

Columns Needed in User Reports When Using "Rows show results for" = Contract Items

Need the following Available Report Information (columns) added when "Contract Items" is selected for the "Rows show results for" in User Reports: All Contract Balance, Sub Total, and Total columns Decedent Basic columns (i.e. Client/Decedent Age,...

Created 5 Jan 05:31pm by Kaylan Johnson

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0 New
2 Vote

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...

Created 12 Aug 04:02pm by Kaylan Johnson

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0 Planned
4 Vote

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...

Created 10 Aug 02:36pm by Gayla Satre

Passare API

0 New
4 Vote

Add Dropbox to the API list

As a user, I would like the ability to integrate with Dropbox.

Created 24 Jan 03:44pm by Christy Johnson

Passare API

0 New
1 Vote

Add Column for Phone Type and/or Filter Based on Phone Type

Users who either run their own Aftercare programs or utilize a third party to handle reaching out to families (i.e., Circle of Friends, Domanicare, etc.) have reports set up to pull contact information for Informants, Family & Friends, and/or ...

Created 30 Sep 04:27pm by Kaylan Johnson

Passare API

0 New
1 Vote

Add Check Status Filter to User Report for Checks "Rows show results for"

When a User Report is built with Checks selected for "Rows show results for," all Basic and Advanced Filter options become unavailable. However, users need to be able to choose if they want checks with a status of "Not Printed" to show in the repo...

Created 27 Sep 10:40pm by Kaylan Johnson

Passare API

0 New