Passare Internal Ideas

The Build Price List KBA has a link to Online Access' Help Center instead of to the article in Passare's KBA. I have attached a screenshot of where it is in the article. https://support.passare.com/build-price-lists

Can we please include the following clarifications for this type of build? Standard files for Rolodex, Services and Memorial Content will be imported to all new PBS builds. All other import files must be from PBS Solutions Org (list below) Items t...

Please add the following to Build KBA, in the "Texas Only" section: For ALL packages, include description of itemization. Should start with "This package includes: ..."and list out the GPL's description (see screenshot) For ALL packages, include "...

Can we make this section a little more clear? (We don't do these super often and I always have to ask because I never remember for sure! lol) "Enter the Website URL>Email Address> &Website Password Save the document and send to the funer...

Can we move the requirement for EIN into the bulletpoints. It's easier to not miss when sending to customer. We also need to add "Business type (LLC, Corp)" to the bullet points we send to customers so they are prepared for the question. "debit/cr...

NOTES to help reduce Indexing when importing a csv of new PL items: Put something in the ID column (first column) and Fill Series. Can be letters, numbers, or mixed but just needs to be unique to that csv. Import file and all new items should be s...

Please see the attached image. In the outlined area, can we add some verbiage stating that we need to import those corresponding CSV files? Also, in the "Imports" KBA, we provide hyperlinks to the file so we can download them from Sharepoint. Is t...

In the Build Price Lists under "Texas Funeral Homes Only:" Can we make the first line more specific by adding "in the name"? It should read, "All containers (i.e., caskets, vaults, urns, etc.) must have descriptions in the name – using whatever in...

All Domanicare reports should be created under our "Domanicare" login (Domanicare does not use this login). Can we add this to the top of the internal KBA? domanicarereports@passare.com/Passare1

Can we start a KBA with some links to casket company catalogs/websites? This would be a helpful reference when building and/or supporting things connected to the Price List and we may not have all the detailed info presented to us from the Funeral...