new

improved

fixed

July 6, 2024

Enhancements

Case Management

Support Additional Service Events
Enable Spellcheck in the Obituary editor
Support a variety of other Case Number generation formats
Reduce work that Afterword does in the background to make all pages load faster
Add the Documents page to the top navigation
Remove Tax Line in the Cart Preview and Contracts if you are in a state with no taxes

Documents & eSignature

Speed up mobile eSign loading by ~62%
Allow you to download your Statement of Funeral Goods and Services from the Packages page
Add a Header to every Case across all pages, so you always know which case you're viewing/editing
Add the ability to hover over a Rolodex entry while entering vitals
Add a custom eSign message when sending out documents for eSignature

Forms

Support Custom Notifications on custom web intake forms

Obituaries

Added an additional 40 Obituary Backgrounds

Integrations

Include additional information in our QuickBooks sync integration

Fixes

Fix Case Number generation if you generate numbers by location, by case type, AND there are large gaps between how frequently you create cases in that area
Included the Spouse and Additional Family Members in the Print Confirmation Screen
Fixed an issue where clicking "Start Over" as a funeral director redirected you to the first page as a family
Website Editor: The text editor should respect line breaks exactly