Passare Release Notes
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      2024 - Release notes

      5/3/2024 - Passare Updates

      What's new:

      • We added details for clarity around archiving Chart of Accounts.
      • We removed unnecessary settings and fields pertaining to Funeral Directors Life integration.
      • We updated Frazer contact information within Passare.
      • We updated the color of the 'Do Not Contact' badge.
      • We updated the default time zone for Passare Alerts.
      • We improved the formatting when printing notes.

      4/16/2024 - Passare Updates

      What's new:

      • You can now edit and delete comments on tasks!
      • We added the ability to mention yourself in a task comment.
      • We updated the font on the Checklist page.
      • Print view of task notes now shows user's name and title.
      • Checklist Task report now automatically adjusts 'Notes' columns to 'Comments.'
      • Tasks now automatically return to the top when unchecked.
      • Deleted tasks are now removed from the Notes page.
      • Clicking a "...mentioned you in a comment" notification now links to the associated task page. 
      • We added the ability to manually enter the 'Completed by' user in a task.


      4/4/2024 - Passare Updates

      What's new:

      • You now have the ability to send Case Files via email!

      • Deleted notes and comments now show in the Notes History.
      • Pre-Need case information is now consistent between Pre-Need Basics, Vital Statistics, and Family & Friends pages.
      • The most recently updated at-need Checklists are now added to all at-need cases when they are created or converted to at-need.


      3/27/2024 - New feature: Automated Assignment Fees

      Don't waste time manually adjusting assignment fees! With this automation, you can expect:

      • Less confusion around assignment fees.
      • A more straightforward contract to present to families.
      • Less time spent on assignments!


      3/21/2024 - Passare Updates

      What's new:

      • We added the ability to email individual payment receipts from the Payments & Adjustments page.


      3/07/2024 - New feature: External Payment Links

      Accept online payments from anyone by sharing the new external payment link on the Payments & Adjustments page.  

      External payment links give the ability to:

      • Gather payments for at-need, imminent-need, pet, trade cases, and cash sales
      • Provide a reusable link families can share with whoever would like to contribute a payment
      • Make payments without needing a Planning Center account


      Learn more about the new external payment links here.


      2/28/2024 - New feature: Planning Center Messages

      Planning Center Messages helps you support the families you serve with clear, consistent information in a single place. 

      With Planning Center Messages you can:

      • Keep families informed with direct messaging

      • Review past discussions and decisions
      • Offer timely assistance when families need you most


      Click here to learn more and start using Planning Center Messages today!


      2/25/2024 - New feature: Case merging

      Cleaning up duplicate cases is easier than ever with our new Case merging feature.  Just compare, select, and merge the case - all in a single workflow.

      This feature includes:

      • Side-by-side case comparison

      • Easy master case selection

      • Instant merging and automatic duplicate case deletion

      Case merging is available now in all cases. Read more about it in this article.


      2/13/2024 - New feature: Task owner & due date fields

      Curate the perfect to-do list or collaborate tasks with your team using Passare’s new task owner & due date fields. By assigning task owners and due dates, you can craft the ultimate to-do list for you and your team right in Passare.

      With task owner & due date fields, you can:

      • Personalize to-do lists for you or your team

      • Keep your team aligned on delegated or timely tasks

      • Prioritize and generate reminders on important tasks

      Learn all about our Checklist functionality here.

       

      2/5/2024 - Passare updates

      What's new:

      • We added a tag for Surviving Family & Friends.
      • We added tags for Pet Case - Owner First Name, and Pet Case - Owner Last Name.
      • We added a tag for List of Honorary Pallbearers.
      • We added a tag for List of Urn Bearers.
      • We added custom obituary tags for Pre-need, Imminent need, and All cases.
      • We added the ability to log and track who enabled a feature and when it was enabled.
      • We added the ability to edit and delete comments in Notes.
      • We added History to Notes so users can see who has edited or deleted notes and comments.

       

      2/1/2024 - Configurable Vitals is live!

      Configurable Vitals is here to stay! We have replaced our First Call and Vital Statistics pages with our new, configurable Vitals page.

      Learn how to configure your Vitals page here.

      1/31/2024 - New feature: One-time passcode for Planning Center

      Planning Center’s new login option, one-time passcode, allows families to bypass account creation and get right to planning. With one-time passcode, families can simply click the link and type in a temporary code - no more passwords to remember!

      Learn how families can use one-time passcode here.