4/24/2020 - Release

What’s New:

  • When tagged in a case note, receive a notification that contains the whole note and even who mentioned you!
  • Now you can enter an Event on the Funeral Options Page without having a date set in stone.
  • You can include a Funeral Director’s License Number in User Reports.
  • The following Custom Tags have been added:
    • From the Disposition Page: Crematory City, Crematory State, Donation Institution Name.
    • From the First Call Page: Pre-Need Appointment Location with Address tag dependent upon type of Appointment selected.


  • We reminded the CSV download for Price Lists to work smarter not harder and include the filters applied in the download.
  • Funeral Directors email in the Collaboration Center was corrected to be the correspondence email.