Create a trade case in the Passare app

Always on the go and away from the office? Passare's mobile app can help you keep track of your Trade Cases.

✋ If you don't already have access to Trade Cases, you'll need to have the feature enabled by emailing support@passare.com or calling (800) 692-5111.

Download the app

Once the feature is enabled, visit the Apple App Store or Google Play Store and search for Passare to download the app.

Passare in the App Store

Log in to the app with the same username and password you use to login to Passare.

Create a new case

To create a case, open the Passare mobile app.

Select the + sign on the top left of your screen.

plus sign icon on top left of screen

Select Case Type.

Case type

For the Case Type select Trade.

Case type list, select Trade

Select the appropriate Branch Location.

Branch location list

Then select the Trade Business you're using.

Trade business list

Add the rest of the information and Save.

green Save button on top right


Commonly asked questions

What if the user has read-only permissions for trade?
They can still view the Trade Case, but they'll ONLY be able to edit the Case Status and Case Created Date, all other fields will be disabled.

Can I add a Trade Business from the mobile app?
No, a Trade Business can only be added in Passare.
 

Need more information?

 

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