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.
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.
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