Showing & Hiding Information on the Case Listing Page
The Case Listing page on Passare can be set up by Users to show just the information they most want to see. For most funeral directors, for example, Date of Death will be more immediately relevant than Case Creation Date.
Passare’s Case Listing page adjusts to the needs of each User, showing as much - or as little - information as they want to view “at a glance.”
Example: I am an Administrator, I want to be able to copy and delete cases from the Case Listing page and have decided that the information most relevant to me is:
- Case Number
- Case Type
- Branch of Record
- Decedent’s Name
- Disposition Type
- Date of Death
- Assigned to (primary arranger)
How do I set up my own Case Listing page?
- Start on the Case Listing page
- Click the “Settings” icon at the upper-right part of the page
- You will see a selection window that will allow you to check boxes to show or hide columns. Check to show information, "uncheck" to hide it from the Case Listing page
- Be sure to click "Save"
Your Case Listing page will now show only the information you want to see (you can always add and remove columns whenever you choose)
Who do I call if I have questions?
Contact firstname.lastname@example.org with any questions about this feature, or call the toll-free support number: