05/16/17 - Release 2.50

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