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Would like to be able to preview data before syncing to my Funeral Innovations site. Right now the sync button immediately posts the information to my live website, which has caused frustration. I would like to be able to see all of the data syncing over on a preview page, then opt to publish it.
Requested by Eric Keyser.
Thanks Eric, I think what was meant by "Preview" is not a separate page but just the ability for the case to sync to Funeral Innovations as unpublished so that it can be "previewed" by you guys before publishing. Is that correct?
We're likely going to build this in such a way that our customers have the option on whether the case should synced as published or unpublished--whichever you prefer. This will add just a little extra time to develop but will make it as flexible as it can be for our various funeral homes. Thanks!
Thank you! very much appreciated
Hi Marcus,
That is not what I asked, all we need is for Passare to change one piece
of code for now. When the case is synched, the option should be "not
published" when sent to Funeral Innovations, we do not need a preview
page. All that can be done on FI site. I would think that is a minor
tweak, not an involved process.
A little more detail. When we synch data from Passare to Funeral Innovations, it automatically selects "published to website" from a drop down menu in Funeral Innovations. There are 3 choices - not published - published to website - published to website & facebook. In the synch process, we need the default to be "not published" Publishing causes all kinds of issues, too numerous to list here.
Often we need to synch a case to Funeral Innovations because of their rich features, even before the case is complete in Passare. It is not simply a matter of synching to "publish to website"
I'm asking, if you would please make the default "not published" when synched to Funeral Innovations. Thanks