Passare Release Notes
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      3. Passare Release Notes

      2022 - Release notes

      12/28/2022 - Passare Updates

      What's new:

      • Inactive or unassigned users will no longer receive scheduled reports.
      • Clicking 'X' in pallbearer list now only removes the role from Family & Friends, not the entire entry.

      12/23/2022 - Passare Updates

      What's new:

      • Policies page (FD integration) now auto-syncs upon accessing page.
      • We improved the search function in Mappings dropdown.

      12/22/2022 - Passare Updates

      What's new:

      • We created permissions around deleting Case Files.
      • We created user report/case listing columns to show System Case ID.

      12/19/2022 - Passare Updates

      What's new:

      • We now have the ability to export pre-need transactions.

      11/28/2022 - Passare Updates

      What's new:

      • We made global forms' organizations list a continuous scroll.
      • We added the ability to notify users of organization message post.

      11/15/2022 - Passare Updates

      What's new:

      • We added “after sunset” checkbox & “Hebrew DOD” information to Funeral Options when religion is set as Judaism.

      • We added “Hebrew Date of Death” as dashboard column, user report column, forms tag.

      • We added “Death Occurred After Sunset” as dashboard column, user report column, forms tag.

      11/7/2022 - Passare Updates

      What's new:

      • In data imports, we can now map branches.
      • In data imports, we can now map case statuses.
      • In data imports, we can now see a mapping error status.
      • In data imports, Case IDs will be imported without leading or trailing spaces.
      • In data imports, UTF-8 formatting errors now specifies rows affected.
      • In data imports, Price List imports will notify if missing the Price Type info.

      10/27/2022 - Passare Updates

      What's new:

      • We added Pet Cremation ID as a report column & forms tag
      • We added Appointment Location as a report column
      • We added Relation to Deceased tag to PC email templates
      • We added Casket image & urn image tags to forms

      10/13/2022 - Passare Updates

      What's new:

      • We updated the logo in Passare!
      • We added pet weight field to case creation modal.
      • We added Cremation ID field for pet cases.
      • We can now select multiple survey recipients on Family & Friends.

      9/29/2022 - Passare Updates

      What's new:

      • We removed archived check transactions as an option on active checks.

      • We added a new row to show cases missing CST in Survey Report (Revenue Tracker).

      • We added new setting options to require CST to add/sign G&S.

      • Case status now defaults when case is merged from ASD.

      9/15/2022 - Passare Updates

      What's new:

      • We added a new “Updated” column under Admin > Price List.

      • We can now download Cash Advance Reconciliation Report in XLSX format.

      9/1/2022 - Passare Updates

      What's new:

      • We added the ability to filter cases by “includes” or “does not include” on case tags & status in reporting.
      • We can now add new Batch Deposit columns to P&A User Reports.

      8/22/2022 - Passare Updates

      What's new:

      • We added ability to place custom fields in the case.

      • We can now include voided checks in Cash Advance Reconciliation Report.

      • Scheduled System Reports will no longer be sent once disabled under Report Options.

      • Users can now archive check transactions.

      8/4/2022 - Passare Updates

      What's new:

      • We removed the file size limit when uploading files to Planning Center or Case Files.

      7/21/2022 - Passare Updates

      What's new:

      • We’ve updated the format of the Sales Contract Analysis System Report

      • We’ve updated the ‘Count’ row to reflect count of cases that each category affected on the Sales Contract Analysis System Report.

      7/7/2022 - Passare Updates

      What's new:

      • We’ve added Obituary Tags for: Org name, Branch phone number, Memorial donation name and website, Reverse relationship to mother/father: son/daughter, disposition full address.

      • We’ve added the correct time to the Public API Sync to match the branch’s time zone.

      6/24/2022 - Passare Updates

      What's new:

      • We've added copy button for FDLIC pre-needs.

      • We’ve added Contract Date and Case Created Date columns to survey reports.

      • We’ve added “Include contract changes on SFG” flag to batch forms.

      • We've added the ability to remove survey reports by Client Service Types.

      • We’ve added the ability to process First American payments using Batch Payments feature.

      • We’ve added the ability for automatic/manual check numbering and allowed duplicate check numbering.

      • We’ve added the ability to hide price with “hamburger icon” on the goods & services page.

      6/9/2022 - Passare Updates

      What's new:

      • We released Passare Mobile (beta)!

      5/17/2022 - Passare Updates

      What's new:

      • We’ve added the ability to sort pet cases on the case listing page.

      • We’ve added an “arrangement date” filter to the case listing page.

      • We’ve added an update to the default account settings for new users.

      • We’ve added the “sort” feature for custom fields on dashboards.

      • We’ve added custom fields to pet case types.

      • We’ve added configurations to make sure FD preneed data does NOT appear in reporting.

      • We’ve removed the “edit taxable items on contract” option from being checked.

      • We’ve added the ability to set a “default branch” to a specific case type.

      • We’ve added an alternate output version of the survey report (includes: revenue tracker grouped by branch, then client service type, and case counts/averages).

      • We’ve added additional data to show on the “check details” modal on the Goods & Services page.

      • We’ve added a default setting for all FD preneed cases to come through unsigned with the integration. 

      5/16/2022 - Passare Updates

      What's new:

      • We released Planning Center Payments!

      5/4/2022 - Passare Updates

      What's new:

      • We updated SSNs to be visible to users when they access the Planning Center through Passare.

      • We added Primary Phone Number and Email to Owner Information on Pet Cases.

      • Some Super Admins will have the ability to view Passare as another user.

      • We’ve added the ability to bulk delete Rolodex items.

      • The Pre-Need Tax Options settings default was changed to No.

      4/18/2022 - Passare Updates

      What's new:

      • CLAIMCHECK assignments for every organization can be seen under the parent organization.

      • First American customers now have two options for ACH payments - 1. Process the ACH through First American or 2. Save the payment only.

      • We’ve included a TOPRINT column in the Quickbooks export for checks that have been printed in Passare.

      • We removed the CLAIMCHECK status from the CLAIMCHECK Assignments Dashboard, User Reports, Payments & Adjustments, and Filter Assignments modal.

      • We added the decedent’s Date of Birth in the toolbar of each case.

      3/31/2022 - Passare Updates

      What's new:

      • We've updated our custom field options to include:
        • No limit to the number of custom fields.
        • You can see all custom field options on user reports.
        • Map a document to any custom field created.
      • Chargebacks and refunds are now included in batch deposits.
      • We're updating the CLAIMCHECK assignment filter of Assigned to at the Parent Org level to show all Branches.  The Funeral Director and Secondary Arranger drop-downs will be disabled at the Parent Org level.
      • First American customers now have two options for ACH payments - 1.  Process the ACH through First American or 2.  Save the payment only.

      2/28/2022 - Passare Updates

      What's new:

      • Whenever a survey report column is copied, automatically select the survey report column on the new report.

      • We boldened ‘payment options’ text for better visibility on Payments transactions.

      2/14/2022 - Passare Updates

      What's new:

      • Automatic text invites to the Planning Center can now be designated by role.

      • We added a search bar to the Check Writing feature.

      • Add “other” option for injections on the embalming section of the care center.

      • Add “organization” and “branch ID” as column option when rows show results for contract items.

      2/3/2022 - Passare Updates

      What's new:

      • We updated the Price List Export: added an “associated inventory account” column option.

      • We added “tank size” to the Embalming section of the Care Center.

      1/29/2022 - Planning Center Updates

      • The invitation email is being updated to include the funeral home’s name as families are not familiar with Passare and delete the invites.

      1/20/2022 - Passare Updates


      What's new:

      • A column for Age Days has been added to User Reports. This column will show the aging days of a case and can be sorted, summed, and averaged.

      • You can now exclude tax and cash advances from the Recap of Client Service types system report. Find the ‘Exclude tax and cash advance totals’ checkbox under Other options in the report. When the checkbox is checked, tax and cash advance totals will be excluded from the following columns: Revenue, Sum Revenue, Sum Discounts, %Revenue, and %Discounts.

      1/13/2022 - Planning Center Updates

      What's new:

      • We’ve updated the Preferences page to be read-only when the Funeral Details page is locked in Passare.

      • We’ve updated the Biographical page to be read-only when the Decedent Info. page is locked in Passare.

      • We updated the titles of the homepage to be linked to the respective pages. Users can either click the title or the Go button.

      • Some video preferences are being removed. We’ll have a standard video for organizations and branches. The welcome option can still be customized.

      • The Section Content in the Resources section is being removed. Links are now added in the Section Content Links.

      • The Community portal notification email template has been removed.

      1/6/2022 - Passare Updates

      What's new:

      • We’ve updated the Cash Advance Reconciliation System Report to include checks that are not tied to a decedent or case.
      • You can now schedule an update to the cost of price list items.