Customize your default contract dates to best fit your funeral home.
Don't see this feature? Check your Roles & Permissions settings or contact your Passare Admin to get it turned on.
Edit Contract Dates
Click Settings to access Price list settings.
Select Contract under Price list.
You'll see Contract Date Options under Default Contract Date.
There are eight default options, and the list can be re-arranged your preferred order.
Select the double pointing arrow to drag the options into the order you want them. 
Passare will automatically assign new cases the contract date from the option highest on the list.
If the primary date option does not exist, the system will choose the second option, if that option does not exist, it will select the third option, and so on...
If later your primary option becomes available, the system will revert the contract date back to the higher-ranked option.
Manually Change Contract Dates
If you need to adjust the contract date, you can go into the case and manually change it.
A reason you may want to change the contract date would be if you want the case to appear in a certain month on your reports.
The Contract Date is located on the Case Information sidebar. 
Select the Contract Date > Change the Date > Save.
Need help? Email us at support@passare.com or call (800) 692-5111!