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Customize your Case Listing

Personalize your cases view to show the most relevant case details.

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    Settings

    Edit your Case Listing to show the case information you reference most. You will do this by editing columns, filtering, and sorting data.

    To begin, go to Dashboards > Case Listing.

    Case Listing tab on Dashboards

     

    Add/edit columns

    Select the Settings icon.

    Settings icon on Dashboard

     

    A Configure Columns modal will appear.

    Configure Columns modal

     

    Find column options by typing keywords into the gray search bar or click + to expand sections.

    Searching for columns in Configure Columns modal

     

    Drag columns to the right section to include in your Case Listing. 

    Then, move columns up and down to rearrange the order as you'd like them to appear left to right.

    Adding and rearranging columns on the Configure Columns modal

     

    Truncate and resize columns

    You can consolidate case data on your view with truncation.

    If the Truncate box is checked, this will show abbreviated data when the column's width is shortened.

    For example:

    Comparison of truncated and non-truncated data

     

    To use the consolidated view, make sure the Truncate box is checked in your column settings.

    Truncate textbox in Configure Columns modal

     

    With all columns and settings configured, click Save.

     

    To view hidden details in a truncated column, hover your mouse over it to see the information.

    Hover tooltip with truncated information

    To resize columns, drag the edge of the column to the desired size.

    Resize columns

     

    Commonly used columns

    The columns below are commonly used by funeral homes who display services on a monitor:

    • Case Identifier
    • Decedent Full Name
    • Decedent Date of Death
    • Case Disposition Type
    • Events - All
    • Events - Public
    • Next Event

     

    To enable full screen mode, select the Enable Fullscreen arrow.

    Enable Fullscreen arrow icon

     

    Create filtered tabs

    Filter out the data you don't need on your view. To do this, click the orange Filter cases button.

    Filter cases button

     

    Select filters for the data you want to see.

    In the example below, cases are filtered to only show at-need & burials.

    Filter cases modal with At-need and Burial settings selected

     

    Once filters are selected, click Show in a new tab.

    Show in new tab button

     

    The cases that match this criterion will appear in a tab named New search.

    Next, click the green Save button.

    Green save button

     

    Name the tab and click Save.

    Name tab and save

     

    Your new tab will appear in Case Listing and continually update.

    Newly added "Burials" tab

     

    Sort information

    Organize your cases by relevant information through sorting. 

    To do this, click the column header of the information you want to sort by. 

    For example: to see the most recent deaths, sort by "Decedent Date of Death" column

    Sorting data by Case identifier and Date of Death columns

    Click once for descending order and second time for ascending order.

     

    Commonly sorted columns

    The columns below are commonly used in sorting Case Listing data:

    • Case identifier (To view recent cases)
    • Case created at (To view recent cases)
    • Decedent date of death (To view recent AN cases)
    • Events - All or Events - Public (To view upcoming events)

     

    Need more information?


    Need help?     Email us at support@passare.com or call 1-800-692-5111.