Find your favorite Passare tools faster with our improved navigation.
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Turn on beta
During beta you can turn on the new navigation right from your Passare menu.
Simply click the Switch now button to convert your view.
You will now see Passare's new Navigation menu at the top.
You can revert your view at any point during beta.
To do this, click in the profile area and select Beta features.
Then toggle off New Navigation. Your page will reload with the reverted view.
During beta, you can turn Navigation on or off as needed. This will only affect your view!
Keep an eye out for details on when we will switch everyone over permanently.
The new layout
Your everyday tools for business management are listed on the left.
This includes Dashboards, Contacts, Events, Financials, and Reports.
See the sections detailed out from left to right. Click on any of the feature names to learn more.
- Dashboards will take you to your My Dashboard and Case Listing views. You will also see any custom dashboard you've created in your account.
- Contacts will direct you to the Rolodex where you can view information for People or Organizations.
- Events takes you to the Calendar where you can log and view case-related events (i.e. services, appointments) and non-case related events (i.e. vacations).
- Financials houses several features:
- Reports houses a few report features:
Missing something? Some features shown are turned on by request so dropdowns may look different. For help, contact Passare Support at 800-692-5111 or support@passare.com.
Next, let's take a look at the right side of the navigation menu.
See the sections detailed out from left to right. Click on any of the feature names to learn more.
- Search for cases using the search bar. This improved global search lets you quickly access cases from anywhere in the system.
- Add a case using the plus icon. Simply select a case type to begin working on a case.
- Notifications are listed under the bell icon. Here, you can view notifications for Planning Center activity, note mentions, and more.
- Reminders are listed under the clock icon. Here, you can view current reminders or add new ones.
- Admin settings are accessed from the gear icon. If you have admin permissions, click this icon to update your organization's settings like Price List, Documents, Rolodex and more.
- Profile settings are located in the top right corner. This is where you can manage your profile settings and switch organizations.
From here you can also manage your profile, update a password, enable beta features, and sign out.
Organization nickname
Your organization's name is listed in the top-right corner next to your profile picture. This will default to your funeral home name unless you create a custom Organization nickname.
Customize this text by creating a nickname under Settings gear > Organization info.
This field is useful if your staff differentiates locations with an internal name or shorthand!
Type in a nickname and save. This will update the organization's name in the top-right corner.
Remember, the organization nickname is for internal use. This name will not update on documents or be visible to families.
💡 To see a full list of new navigation's updated page names, check out this document.
If you're an admin, be sure to take a look at the updated Admin settings.
Need more information?
Need help? Email us at support@passare.com or call 1-800-692-5111.