Connections 2.0, Paperwork Enhancements & Package Redesign

This sprint marks the start of Connections 2.0 — a ground-up rethink of how families interact with funeral homes online. We also shipped paperwork enhancements, a complete package details redesign, drag-and-drop media uploads, and a new implementation tracker for client onboarding.

Connections 2.0

Connections 2.0 is a major evolution of the family-facing arrangement experience. This sprint laid the infrastructure and admin UI foundations that everything else will build on.

What's new:

• New Schema & API Layer - Purpose-built data model for family-facing workflows
• Admin Configuration UI - Manage Connections settings, access codes, and branding from the admin panel
• IP-Based Rate Limiting - Protects anonymous Connections endpoints from abuse
• Access Code Validation - Secure, expiring access codes for family sessions
• Case Arrangement Config Import/Export - Transfer arrangement configurations between environments

Paperwork Enhancements

The paperwork system got a significant quality-of-life upgrade this sprint with sorting, favorites, and a refactored grid layout.

• Sorting - Sort paperwork documents by name, date, type, or custom order
• Favorites - Mark frequently-used forms as favorites for quick access
• Grid Refactoring - Cleaner, more responsive layout with better mobile support
• State-Specific Filtering - Forms automatically filtered by case location state

Package Details Redesign

The package details page received a complete visual overhaul with new pricing features.

• GBB Pricing - Goods, Basic, and Beyond pricing breakdown for transparent cost display
• Package Savings - Clear display of savings when selecting a package vs. individual items
• Allowance Pricing - Support for allowance-based pricing models
• Product Selection Consolidation - Unified product selection flow across showroom and selection guide modes

Media Upload Improvements

• Drag & Drop Upload - Drop files directly onto the upload area
• Drag Reorder - Rearrange media items by dragging them into the desired order
• Image Cropping - Built-in image cropper for adjusting photos before upload
• Batch Upload - Upload multiple files at once with progress indicators

Implementation Tracker

A new tool for tracking client onboarding progress. Implementation managers can now monitor setup status, track completion milestones, and ensure nothing falls through the cracks.

• Milestone Tracking - Define and track implementation milestones per client
• Status Dashboard - Visual overview of all active implementations
• Task Assignment - Assign setup tasks to team members

Arranger 2.0 Continued

Building on the 2026.3 foundation, the arranger received further enhancements:

• Layout Improvements - Better responsive layouts and component spacing
• 20+ Components Verified - Page Builder component library expanded and tested
• Disposition Selector - Customizable disposition selection with configurable options
• Arranger Defaults - New default page management for streamlined setup
• Service Lists Redesign - Unified table layout for service listings

Bug Fixes

• Fixed engraving race conditions when multiple users edit simultaneously
• Fixed product reselection logic not clearing previous selections
• Fixed Connections access code validation allowing expired codes
• Fixed component settings not persisting after page save
• Fixed layout z-index issues on mobile devices
• Fixed tax calculation display rounding inconsistencies
• Fixed contract summary action dialogs not closing on save

What's Next?

Sprint 2026.5 will focus on bringing Connections 2.0 to full feature parity with package and product support, role-based page flows, and family-facing guided entry. We're also working on a distributed token cache and enhanced help text features.

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

— The Solution Center Dev Team