How to Edit Case Dates

Quickly edit important dates to ensure information and reports are accurate.

    With Passare, editing case dates is simple. You can manually update all dates related to a case such as the Contract Creation Date, At-Need Contract Date, Pre-Need Date, Imminent-Need Date and At-Need Conversion Date with just a few clicks!

    Case Created Date:

    Open the case and click Case Created on the top right of your screen.

     

    A box will appear. Type the new Case Created Date directly into the date field or click the calendar icon to select the date you'd like to show. Hit Save.

     

    Pre-Need, Imminent-Need or At-Need Conversions Dates:

    Using the Case Information sidebar, click the name of the date you'd like to change (Pre-Need Date, Imminent-Need Date or At-Need Conversions Date). Select the new date > OK > Save.

    Changing Imminent-Need Date 3

    Note: Case type dates will only appear after a case is converted.

    At-Need Contract Dates:

    At-Need Contract Dates are set to a custom default on the back-end of the system. To see what your At-Need Contract Date defaults to, simply hover over the icon. In this case, the At-Need Contract Date is set to automatically default to the Case Creation Date.

     

    To manually change a case's At-Need Contract date, click At-Need Contract Date. A box will appear. Enter the new date and click Save.

     

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