05/16/17 - Release 2.50
Updated :
Created :
NEW & ENHANCED FEATURES
Highlighted Feature
- Release 2.50 is a large release that includes over 25 customer satisfaction enhancements, all of which will save you time and enhance your experience with Passare.
Admin Enhancements
- Ability to have more than one product share an identical name within the Price List
- Funeral Directors can now enter a Title and Suffix for their own name
- Moved the Support button to the bottom of the page to make it less obtrusive
- Navigational button overhaul to create consistency across all buttons in color, size, and actions
- Ability to test forms with any case by entering the unique case ID
- Send policy number and set as the Case Identifier with the FD integration
Case Level Enhancements
- Some case identifier segments can now be set on the First Call page before creating a case
- Case Information Sidebar adjustments for a cleaner appearance and more concise data
- Case Information Sidebar permissions are enforced more strictly for cases that have more than one case type
- Default status of the ‘Send Survey’ checkbox in the Case Information sidebar to be checked
- Relocated the Shipping option from the Case Information sidebar to the Disposition page
- Replace the X icon with trash can icon in Associated Files sidebar
- CSV (Excel) files in the Associated Files sidebar section now shows a CSV icon
- Sorted the ‘Call Taken By’ drop-down on the Appointments page alphabetically
- Widened the Social Security Number field on the Vital Stats page to allow room for all characters
- Ability to add the decedent’s spouse on the Vital Stats page
- Adjustments to the Funeral Options > Services table listing
- Adjustments to the Disposition > Cremation table listing
- Adjustments to the Family & Friends table listing
- A new experience when adding or editing Family & Friends
- Ability to designate a ‘Survey Recipient’ on the Family & Friends page
- Addition of ‘Place Entered’ and ‘Place Released’ to the Veteran Info page
- Addition of a ‘Download’ button below the obituary photo on the Obituary page to download the original image that was uploaded
- Improved validation for international phone numbers
- Cases can now continue to use Resomation as a Disposition option even if they are moved to a branch that does not support it or their branch is modified to not support for Resomation
- Moved the Support button to the bottom of the page to make it less obtrusive
- Navigational button overhaul to create consistency across all buttons in color, size, and actions
Reporting Enhancements
- Addition of ‘Contract Date – First Signing’ as a User Report column
- Addition of ‘Contract Date – Last Signing’ as a User Report column
- Addition of ‘Contract Total Delta’ as a User Report column
- This column will gather the summation of signed contract changes within the specified report run time
- Addition of ‘Secondary Arranger’ as a User Report column
- Added columns to User Reports for reporting on Survey Recipients
- Renamed the ‘Tax’ User Reports column to ‘Sales Tax by Agency’
- Resomation disposition type is now available as a filter option in User Reports if any of the branches selected for the report support it
- Added missing report descriptions to certain System Reports
- Reconfigured the ‘Open Cases’ System Report to group data by branch and sort by decedent alphabetically
- CSV report names for system reports now support uppercase characters in file names
- Adjustments to downloaded and emailed report names to be more friendly
- Report notifications are cleared automatically when a report is downloaded, emailed, or saved
- Removed ‘Guest RSVP Information’ System Report
Collaboration Center Enhancements
- Collection of complete Vital Stats data that aligns with the Case Level platform
- Decedent > Alternate Name
- Decedent > Address > County
- Decedent > Address > Inside City Limits
- Ability to add, edit, and delete family and friends from the Biographical Information section
- Ability to indicate a family or friend as the Primary Contact
Performance Enhancements
- Improved the response time of the Passare Users list
- Improved the loading speed of Checklists
- Improved the loading speed of the Dashboard timeline
- Improved the loading speed of Notifications
- Improved the search speed of the Rolodex
- Improved the speed of Importing cases
BUG FIXES
- FIXED - Locking Preferences in the Collaboration Center sidebar now locks the cemetery name in the Collaboration Center
- Release Notes 2.50.pdf (100 KB)
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