Resolved an issue with eSignature that prevented the audit trail from being added to a document when a signature request was cancelled
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.
Enhanced the edit GPL section to prevent the grid from jumping back to the top after making edits, excluding credits and pending payments
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 author identifiers to case notes for improved tracking and accountability
Fixed sorting issues for Current At-Need and recent Preneed cases in the tree view
Ensured cases converted to At-Need from Preneed are correctly listed in the current case listing
Adjusted calculations on the financial calculator for cemetery contracts to ensure accuracy
Rectified errors occurring during the import of cases from other Osiris companies
Fixed an issue preventing contracts with future dates from appearing in a case
Addressed a problem where pending payments information was missing from the decedent case header
Fixed the Virginia Funeral Directors Monthly Vitals Report, ensuring all necessary information is now included
Resolved performance issues that were causing slow loading times in Osiris when navigating and searching cases
Corrected an issue on the edit payment screen that inaccurately displayed the Amount Due for contracts