Default Contract Date Feature
Passare allows you to customize default contract dates that best align with your organization’s practices.
USE CASE SCENARIO
ABC Funeral Home always uses the invoice's first signing date as their official contract date. Rather than manually entering the contract date for each case created, they set their Default Contract Date to Invoice Signing Date - First. That way, they have consistent contract dates and can encourage their users to sign their all their cases, which is essential for Passare to manage their accounting accurately.
Under Admin > Organization > Contract Options, from the Default Contract Date section, you can customize your default contract dates and the prioritized order in which they are automatically selected.
You will have eight different default contract options to rank. By default, they will be arranged in the following order:
- Invoice Signing Date - Last (default contract date prior to this feature)
- Arrangement Date
- Death Date
- Disposition Date
- Invoice Signing Date - First
- Service - First
- Service - Last
- Case Created Date
This Default Contract Options list can be rearranged in whatever order works best for your organization.
Note: 'Service - First' and 'Service - Last' are based on the current placement of events on the Funeral Options page, rather than on when events were added to the Funeral Options page.
HOW DOES THIS FEATURE WORK?
Passare will automatically assign all newly created cases with the contract date from the default contract option highest on your Default Contract Options list.
If your primary date option does not exist, the system will choose the secondary option, if that secondary option does not exist, it will select the tertiary option and so on - in sequential order as you have them ordered on your list.
If your primary option becomes available after a lower-ranking contract date has been assigned as the default contract date, the system will revert the contract date back to the higher-ranked option available in your Default Contract Options list.
For example: Your primary option is 'Invoice Signing Date – First' and your secondary option is 'Death Date.' Your case defaults to the 'Death Date' first, but once you have a signed invoice on the Goods & Services page, the contract date will revert back to the date the invoice was signed (first option.)
WHO DO I CONTACT IF I HAVE QUESTIONS?
Contact firstname.lastname@example.org with any questions about this feature, or call the toll-free support number: 1-800-692-5111.