Oftentimes, Passare reports pull data based on specific dates. Reference this article to update case dates and keep your reports accurate.
Case created date
Find and select your case from the Case Listing.
Then click Case Created in the right side of the case menu.
A modal will appear where you can select or type a new date.
Save.
Case conversion date
From the Case Information sidebar, select the At-Need tab.
Click the words At-Need Conversion Date and use the date picker to select the new date.
Click OK and save.
This option only appears once a case has been converted.
At-need contract dates
At-need contract dates are set to a default on the backend of the system (and can be customized).
To see what your at-need is defaulting to, hover over the information icon. For example, this case is using the case creation as its contract date.
To adjust this, click the words At-Need Contract Date.
A modal will appear where you can select or type a new date. Then save!
Need more information?
Need help? Email us at support@passare.com or call 1-800-692-5111!