24.777.0
April 3, 2024
Fixed

Resolved an issue with eSignature that prevented the audit trail from being added to a document when a signature request was cancelled

Added

Introduced integration V1 with MorTrack, allowing users to enable the integration and copy information to connect MorTrack to Osiris easily. Access this feature via Tools > Options > Integrations > MorTrack.

Improved

Enhanced the edit GPL section to prevent the grid from jumping back to the top after making edits, excluding credits and pending payments

Improved

Exposed settings to account admins to configure logic for suggesting or automatically assigning case categories based on contract types or templates chosen. Find these settings under Tools > Options > Program Options > Configure Contract Type – Case Category Links

Added

Added author identifiers to case notes for improved tracking and accountability

Fixed

Fixed sorting issues for Current At-Need and recent Preneed cases in the tree view

Fixed

Ensured cases converted to At-Need from Preneed are correctly listed in the current case listing

Fixed

Adjusted calculations on the financial calculator for cemetery contracts to ensure accuracy

Fixed

Rectified errors occurring during the import of cases from other Osiris companies

Fixed

Fixed an issue preventing contracts with future dates from appearing in a case

Fixed

Addressed a problem where pending payments information was missing from the decedent case header

Fixed

Fixed the Virginia Funeral Directors Monthly Vitals Report, ensuring all necessary information is now included

Fixed

Resolved performance issues that were causing slow loading times in Osiris when navigating and searching cases

Fixed

Corrected an issue on the edit payment screen that inaccurately displayed the Amount Due for contracts