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Support
Getting Started
COVID-19 Resources
Case Tags
Collaboration Center
Webinars
Getting Started
Set Up Your Account
Create a Case
Customize Your Dashboard
Communicate Internally
Dive Deeper
Managing Your Account
Case Managment
Case Types
Checklists
Price List
Organization
Roles & Permissions
Rolodex
Transferred Cases
Accounting & Financials
Accounting
Check Writing
Contract
Payments
Features
Care Center
Decedent Tracking
Inventory
Print & Forms
Release Notes
Integrations
Accounting Integrations
Aftercare Integrations
Answering Service Integrations
Payment Integrations
Preneed Integrations
Print Integrations
Website Integrations
Reporting
Survey Reports
System Reports
User Reports
Getting Started
Everything you need to get started on Passare
Set Up Your Account
Contact Support
How to Clear Cache & Cookies & Check for Updates
How to Edit Your Profile
How to Generate a New Password
How to Invite A User
How to Log In
How to Manage Alert Preferences for Reminders & Notifications 🎬
How to Reset Your Password
How to Save Passare as a Desktop Icon
How to Set Up Text Alerts
See more
Create a Case
Creating Your First Case in Passare 🎬
Completing the First Call Page
Completing the Vital Statistics Page
Completing the Family & Friends and Veteran Information Page 🎬
Completing the Funeral Options Page
Completing the Case Information Sidebar 🎬
Completing the Goods & Services Page 🎬
Completing the Payments & Adjustments Page
See more
Customize Your Dashboard
Getting Started with Dashboards
How to Change Your Case Listing Views
How to Configure & Share Your Dashboards
How to Customize Your Case Listing Page🎬
How to Filter Cases with Case Listing Tabs
How to Find Unsigned Cases on the Case Listing Page
See more
Communicate Internally
How to Collaborate Using Mentions in Internal Notes
How to Create Organization Messages
How to Send Reminders to Users
How to Use Your Global Schedule
Dive Deeper
How to Convert Pre-Need Cases to At-Need
How to Run & Download Reports 🎬
How to View & Edit Checklists Within a Case
