Passare Internal Ideas

Need something like this added to the this KBA: If the case was started in the Passare Mobile App and it includes Personal Items that have been signed for* , email support@passare.com with written consent that these signatures can be deleted as th...

Please add a screenshot/details on how the family should access their loved one's case in Collab Center when they have used it before. Multiple cases will appear in the toggle at the top right of the page if the family member has been invited to t...

Can we please include Hubspot details into tag request internal KBA? (Create a ticket, add a note, add to tag request pipeline)

This information is covered in the Dec. Tracking App video but if this is the only information they need, it's not really as feasible to send them the entire video and would be better if we had a quick KBA to cover the steps.

Can we get a KBA with a check writing video?

Can we have a video link to decedent tracking demo in KBA? It's currently in SharePoint, I can give the link. But I send this out a lot and would love to access it easily! It may also help for the article to give a broad overview of the app's purp...

Can we have a cleaner & closer screenshot of the Domanicare columns? Right now it's a little difficult to see. :)

Can we have a list of required fields for CC? There are required fields within the case that gives them access to select "Add ClaimCheck Assignment", and there are another set of required fields (listed in our KBA) that will allow you to save the ...

Really small request... on the How to Edit a Form KBA, could we swap out the form example screenshots? Right now we reference updating a contract - there are a lot of firms using our standard contracts (global forms, they can't make updates on thi...

Could we get a KBA only showing how to make a form standard? It may also be helpful to include that this can only be done on "local" docs and they also have access to our bank of forms (contact support for help on these). I've had several customer...