Passare Internal Ideas

Would like a KBA on how to add/edit your own custom fields

We are getting several calls/emails regarding when a funeral director would receive notifications in the Collaboration Center. It might be helpful to have an article internally that explains when a notification will be sent if their alert preferen...

Customers often need specific types of receipts (i.e. Cash Sales receipt, WePay receipt) which are set up as separate forms due to mappings available. For these to pull a single payment, they would need to be a Payment Receipt type, but we cannot ...

We are updating our process for entering in Staging C instance with builds. Can we get this info added? In addition to our current Stg C process, please do the following moving forward: Clone from Bonnerup Funeral & Cremation Services Chec...

A lot of our customers like to have a saved desktop icon for quick access to Passare, rather than typing "cap.passare.com" to login. Having a brief KBA on this would be helpful! :)

Testing

Just need something to follow that shows us how to set up the Survey system report to match what Graystone clients require that coincides with their Revenue Tracker they have to submit to Graystone. Would be a Configuration we set up for the FH.

It would be helpful to have instructions on how to set this integration up. Typically, Implementation sets this up if they are a new FH but on occasion, Support also needs to set this up. And one thing that's easy to forget is linking ASD in the ...

Need to add PDF for Tribute Center to this KBA. Set up is the same on our end but user needs to follow setup instructions for Tribute Center as well.

It would be helpful if either the How to Edit a Form KBA or another similar topic included instructions on how to add a (local) document to their Standard Forms section. It's just clicking a checkbox (see screenshot) so probably doesn't need to be...