DIG Development Hack Week Ideas
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Passare

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Bulk signing for Passare cases

One of the biggest hurdles to adoption in Passare is getting funeral homes to sign their cases so they can do reporting properly. We've seen in so many adoptions that funeral homes are not signing their cases and have hundreds, sometimes thousands...
Guest over 4 years ago in Case Management 0 Pending Selection

Captain Portal - Executive Managers app

Separate app, pulling data from Passare oriented only for managers Graphics for results, results in month/period 3-6 months, year, current vs last year Sale data, number of cases,
Guest about 4 years ago in Passare 0 Pending Selection

Create access level between super admin and admin

We have a TON of users who have super admin access, which is dangerous because there are a lot of ways users could mess up Passare configuration as a super admin. It would be great to have an access level between admin and super admin that would g...
Guest over 4 years ago in Admin 0 Pending Selection

Passare - Email Intercept system

This idea has a few parts, but the basic idea is to have a centralized and standard way of dealing with email addresses when testing. 1. The goal would be to add a global function that will recognize any email address that ends in, for example @pa...
Guest about 4 years ago in Passare 0 Pending Selection

Autosave in Passare

The autosave in Planning Center is awesome--it would be amazing to extend this over to Passare as well. Particularly in First Call/Vital stats pages.
Guest about 4 years ago in Case Management 0 Pending Selection

Passare eSignatures: tag document for signing on the fly

The biggest limitation to funeral homes that want to use eSignatures in Passare is that often times they need signatures on documents that can't be pre-populated with info from Passare. An example of this is a filled-out form that the funeral home...
Guest about 4 years ago in Passare 0 Pending Selection

Passare: ability to copy a family member from one case to another

Similar to how it works in DIGicon, funeral homes would love to be able to copy a family member from one case to another. The most common use case is when creating a case for someone whose spouse is already in Passare; the funeral director would l...
Guest about 4 years ago in Case Management 0 Pending Selection

When a user is created/updated in Passare, sync that user to Hubspot

This will help us segment users via tools such as Appcues and help us provide a tailored onboarding experience just for them.
Guest about 4 years ago in Passare 0 Pending Selection

Ability to create a super admin user from the Passare interface

All super admin accounts have to be created by development. It would be great to have an interface in Passare to be able to create these accounts quickly without having to involve the development team
Guest over 4 years ago in Admin 0 Pending Selection

On Admin > Accounting > Check Writing > Preview Check, make the data clearer

This idea will make the preview of check templates more user friendly. When a user previews a check template, he doesn't know what the dummy data used really is. We could add an icon that displays what the check would look like on the Check Writin...
Guest about 4 years ago in Admin 0 Pending Selection