Back to Dev Blog Sprint 2026.10

Arranger Analytics, Corporate DOMO & Multi-Company Users

July 2026 | Solution Center Dev Team

Sprint 2026.10 is all about insight and scale. See exactly how families move through the Arranger with new per-case analytics, roll reporting up across your organization with Corporate DOMO aggregation, and give administrators the flexibility to manage one user across multiple companies and funeral homes — each with its own roles. Add a fresh wave of Arranger 2.0 polish and new obituary workflow triggers, and this release helps you understand your families better and run your business at scale.


Per-Case Arranger Analytics

Ever wondered how families actually move through the Arranger — where they spend time, where they go back, and where they finish? Now you can see it. Every case overview includes a new analytics section that captures the family's journey through the arrangement, from first page to finalize.

What's new:
  • Journey Timeline — A visual path of the pages the family visited, in order, with back-navigation flagged
  • Time-on-Page Chart — A duration chart ordered by page flow so you can spot where families slow down
  • Summary Tiles — At-a-glance totals for the arrangement session right on the case overview
  • In-Progress Awareness — Unfinalized cases read as "In Progress" rather than abandoned
  • Combined Printing — SSRS reports are now included in batch and combined paperwork printing across both V1 and V2

Corporate DOMO Analytics

DOMO reporting now rolls up to the corporate level. A new aggregation layer combines data across the companies in your organization into corporate datasets, with a configuration page to control what's included and a scheduled sync that keeps everything current.

  • Corporate Datasets — Aggregated reporting data spanning every company in the corporation
  • Configuration Page — Choose what flows into the corporate datasets and how it maps
  • Scheduled Sync — A background job keeps the corporate datasets refreshed automatically
  • New Permissions — Dedicated View and Manage permissions so corporate analytics access is controlled separately

Multi-Company User Assignment

One person, many locations. Administrators can now assign a single user to multiple companies and choose that user's roles per funeral home in each — so someone can be a Funeral Director at one company and Back Office at another, with permissions that resolve correctly wherever they're working.

  • Company Roles Editor — A redesigned Company Access tab where you add companies and pick roles per funeral home in each
  • Home Company Protected — Each user's home company is clearly marked and can't be removed
  • Per-Company Permissions — Effective permissions resolve against the company that owns each funeral home, not a single home company
  • Smarter Users List — The Corporate Users list now shows everyone in the corporation, with a company-count column, a quick search box, and Solution Center Identity status at a glance

Arranger 2.0 Enhancements

A steady wave of polish across the Arranger 2.0 experience — more control over layout and presentation, and a smoother product-browsing flow for families.

  • Split-Layout Backgrounds — Per-zone background images and overlays in the Split design, plus configurable sidebar columns and widths
  • Smarter Showroom — Respects your configured column count, adds a show-all-products toggle, and can auto-open the showroom
  • Full-Size Product Details — A richer full-size product details experience for browsing
  • Package Detail Redesign — A refreshed package detail overlay with configurable package terminology and separate card / overlay price toggles
  • Disposition Images — Show images on disposition options, with an icon fallback and a per-item image picker in the config panel
  • Video & Tabs — Fullscreen Video playback with Button/Link display modes, and configurable active-tab colors on Additional Services

Workflow & Connections

New automation triggers and clearer visibility into what's synced with Connections.

  • Obituary Triggers — New ObituaryGenerated and ObituaryApproved workflow triggers so automations can fire when an obituary is created or approved
  • Manual Move-to-Step — A cleaner manual "move to step" experience in workflows
  • Connections Sync Indicator — An at-a-glance sync indicator on the case overview and a dashboard column so you can see what's shared

Bug Fixes

  • #10613: Adjustment dialog no longer freezes on negative adjustments
  • #10639: Catalog popup dropdowns are clickable again (z-index fix)
  • #10640: Non-Matthews items honor their orderable status in catalog search
  • #10641: Care Assist transcripts excluded from Connections attachments and the Documents list
  • #10644 / #10649: Grid column filters render as desktop popups instead of freezing
  • #10647: Personal Touch, Vault, and Urn Vault photos render on the Retail Price List
  • #10650: Location fax is preserved when saving
  • #10652: Corporate workflow editor stays on the edit page instead of bouncing to Settings
  • #10653: Pressing Enter in Products search runs the search
  • #10659: Report Packages gains a Select All toggle
  • #10687: Arranger buttons are disabled on posted cases with an explanatory tooltip
  • #10690: Replace Casket confirm dialog dismisses on backdrop click
  • #10702: Cash receipts are locked from edits after export
  • #10722: Newly added auth agents appear in the dropdown immediately
  • #10724: Gatherings page explains when no Gathering Types are enabled
  • Five Kiosk fixes (price symbol, post-refresh loading, settings gesture, tutorial mismatch, mobile selector)
  • User-level permission grants now apply immediately (cache cleared from the correct database)

What's Next?

Arranger Analytics gives us a foundation to keep expanding — expect deeper insight into how families engage with each part of the arrangement. Corporate DOMO opens the door to richer organization-wide reporting, and multi-company user management sets up more flexible administration as your organization grows.

As always, if you run into issues or have feature requests, let us know.

— The Solution Center Dev Team

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