Passare Internal Ideas

I would like a KBA to show how to create a digital whiteboard with commonly used whiteboard columns. This will incorporate pieces of the following articles: Setting up single/multi-pane case listing dashboard: https://support.passare.com/getting-s...

I had a customer request the ability to pull the NOK emails from Family & Friends for reporting purposes. She said that the FH uses those emails to do a email blast, and would awesome to get those emails from a report. The only thing I see cur...

Please change this KBA to show we only need 4 memorial print in our builds.

The screenshot for the "Require Death Date & Disposition Date" Section doesn't match the DBS Instance. Attached is the screen shot of the DBS instance section.

Can we get screen shots of the DBS instance in the KBA. In the section where "Items we need to match from Directors Business Solutions:" it would cut down on time if we had screen shots instead of switching back and forth, or having to take our on...

Can we please have a build internal KB on setting up pet branches/orgs? These pieces are applicable to either setup. Refer to Pet Case Standard instance: Organization > Features & Integrations > Pet Case type enabled Organization > Ca...

Can we please update this KBA? Everywhere it says "Staging C" should say "Preview". Clone from Operations Standard (not Bonnerup) Rename title to include something "Data Transfer" in it

Please update screenshot of "Run Report" tab to only "Run to Download Center" (screenshot)

Please include krista.king@funeraldirectorslife.com as a report recipient on Pipeline Deals (in addition to Leandra Pruitt)

We have defined some processes with Hannah Macey (Domanicare) and need our KBAs to reflect these updates/additions. Can we have: one article to show Domanicare Reports pulling Informant data another article to show Domanicare reports pulling all F...