Passare Release Notes
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      2024 - Release notes

      12/18/2024 - New feature: Client Service Type by Case Type

      Elevate your reporting with our latest updates to Client Service Types. By creating Client Service Types per Case Type, now you can clarify how cases are categorized and fine-tune your reporting.

      Learn how to customize Client Service Types.


      12/6/2024 NEW: AI Writing Tool in Planning Center

      Capture case information while helping families write the obituary with Planning Center's new writing tool!

      With this tool, you can:
      • Seamlessly gather case information.
      • Allow families to choose a template or the AI writing assistant to write obituaries. 
      • Focus on the family and other service details.
      See how it works!


      12/4/2024 - Claimcheck Messaging & Sync

      Sync assignment statuses with Claimcheck, and message to your processor directly!

      • Always stay up-to-date with the latest assignment status
      • Message your Claimcheck processor without leaving Passare

      Read more about Claimcheck status & messaging.


      11/6/2024 - Stay on top of case tasks in Passare mobile!

      Mobile case tasks allow you to:

      • Create and update tasks while on the go.
      • Add comments to existing case tasks.
      • Be notified when tasks are assigned, updated, and completed.

      Read more about mobile case tasks.


      10/29/2024 - Passare updates

      What's new:

      • All spouses of Family & Friends are no longer automatically added to "Primary" tab.
      • When typing in 22801 or 22802 zip codes, Passare will now show Harrisonburg, VA and Rockingham County, VA as dropdown options.
      • When importing data, if a DOB is future-dated or after the DOD, the Passare team can now update that in imports via mapping.
      • In imports, we added an 'Ignore' option that allows the Passare team to bypass a mapping.


      10/17/2024 - New feature: Two-factor authentication

      Keep your account secure in the event your password is compromised. Enable two-factor authentication (2FA) when signing into Passare on the web or mobile app (beta) and be confident knowing your data is protected.

      2FA keeps your account secure by sending a verification code by text message or an authenticator app when you sign into Passare. Click here to learn how to add this extra layer of security to your account today.


      10/17/2024 - Passare updates

      What's new:

      • We added new color options to Passare Alerts.
      • We now trigger the Tribe field on Vitals when 'Additional Race' has the tribe option enabled.
      • We updated some verbiage on Passare's 2FA feature in web.
      • We added a new "Mobile only" user setting that restricts access to the mobile app only.
      • We added the forms tag 'Father Last Name with suffix (last, suffix)'.
      • We added address line 2 to all 'NOK Street address' forms tags.
      • We added a forms tag for ‘Memorial Donation Name and Address’.
      • We added 'Last Name at Birth' field on all female F&F entries.


      10/3/2024 - Passare updates

      What's new:

      • We implemented a tool to help us monitor and troubleshoot server issues.
      • We added Planning Center activity to show when a PC user's role has changed.
      • We added case status and send survey values case endpoint to our Public API.
      • Our navigation "add case" menu now opens on hover instead of click.
      • We created a quick action for checking/unchecking eSignature checkbox fields.
        • When editing documents for eSignatures, use space key to check/uncheck selected boxes.
      • We created permissions to view sales accounts on the Goods & Services page.
      • We added 'Place Of Death - Inside City Limits' field to Vitals page.
      • We defaulted the "Show Item in Check" box to be defaulted off on new price list items.


      9/17/2024 - New feature: Passare navigation

      We’ve improved our primary navigation to make your favorite Passare tools even more accessible! This new navigation simplifies your Passare experience with front-and-center tools like Contacts, Events, Reports, and more.

      With Passare’s new navigation, you get:

      • A new user-friendly layout

      • Improved case search feature

      • Added software personalization, like organization nickname

      • Easy access to your favorite management tools

      Learn more about our new navigation here.


      8/22/2024 - Passare updates

      What's new:

      • We updated API endpoints for pet cases and veterans
      • We now prevent batch deposits if transactions are prior to lock date
      • We updated name field sizes of F&F > Additional info > Spouse > Other
      • Support/Super admins can now toggle off the support bar


      8/21/2024 - New feature: Tasks outside a case

      Manage more than just your cases in Passare. With Passare’s Tasks, you can now manage any type of task right from Passare.

      With this feature, you can:

      • Add all your tasks to Passare, including miscellaneous tasks

      • Quickly create a task from anywhere using Passare’s new navigation

      • Complete tasks from a personalized “My tasks” tab

      • Filter Task widget by task owner and due dates

      • Comment on tasks within the Tasks widget

      Learn more about managing tasks in Passare here.


      8/8/2024 - Passare updates

      What's new:

      • We updated the API sync rules for obituaries.
      • We updated UI relating to Notes, Inventory, New Nav, and Global Search.
      • We improved case merging on cases that have Checklist comments.
      • We improved relationship mappings for family & friends imported by FDL integration.
      • We now clear out Goods & Services items for FDLIC pre-need contracts that have lapsed or canceled.


      7/11/2024 - Get more out of eSignatures!

      Planning Center accounts are no longer required when requesting eSignatures from families.

      With eSignatures, you can now:

      • Gather and file signatures for all case types

      • Provide a fast and seamless signing process

      • Give families a QR code to sign in person

      Click here to discover how Passare’s eSignatures can speed up your document signing process.


      7/11/2024 - Passare updates

      What's new:

      • We improved internal communication between Passare and our CRM.
      • We added Pet owner address information to Dashboard.
      • We moved Middle name field to the top of the Family & Friends Page.


      6/3/2024 - Passare updates

      What's new:

      • User report columns now include pet owner address information.
      • Save Payment Only option for First American transactions.
      • The payer's email address auto-populated when sending a payment receipt.
      • Declined transactions will now have the declined date on the Payments & Adjustments page.
      • Line item for subtotal of Funeral Home charges now on Goods & Services page.


      5/23/2024 - New Case Filter Options

      Fine-tune your results when filtering cases with the new advanced case filters.

      When filtering cases, you can now:

      • Search for the exact filter you need
      • Apply Includes/Doesn’t include to your filter for more precise results

      Click here to learn more!


      5/22/2024 - Planning Center Messages Now in the Mobile App

      With Planning Center Messages, you can now:

      Planning Center Messages in the Passare mobile app keep the conversation going wherever you are.

      With Messages in mobile you:

      • Stay connected with families while you’re on the go

      • Keep your personal contact information personal

      • Never miss a message with alert notifications

      Click here to learn more!


      5/16/2024 - Passare updates

      What's new:

      • You can now filter Tasks widget by case tags.
      • You can now filter Tasks widget by case status.
      • We tidied up how long item names appear on Goods & Services page.
      • We made sure non-US places of birth populates save and populate on forms correctly.
      • We updated some copy in the Financials and Notes sections of Passare.
      • We fixed some issues with downloading Claimcheck documents.


      5/14/2024 - New Enhancements to Planning Center Messages

      With Planning Center Messages, you can now:

      • Set personal and branch status messages
      • Add staff to all messages or only specific cases
      • Schedule when to close the conversation. 

      Click here for more information about Planning Center Messages.


      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: Payment Links

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

      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.