Case Management
      Back to home
      1. Passare Pro
      2. Case management
      3. Case Management

      Edit case dates

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

        Case created date

        Open the case you want to edit on the Case Listing Page and select Case Created on the top right of your screen.

        Case Created link

         

        A box will appear.

        Type the new Case Created Date directly into the date field or select the calendar icon to select the date you'd like to show.

        Save.

        Case Created pop-up

         

        Conversions dates

        Using the Case Information sidebar, select the case type date you'd like to change (Pre-Need, Imminent-Need, or At-Need).

        Select the new date > OK > Save.

        Changing Imminent-Need Date gif

         

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

        At-need contract dates

        At-Need Contract Dates are set to a default on the back-end of the system.

        To see what your At-Need Contract Date defaults to, hover over the icon.

        In this case, the At-Need Contract Date is set to automatically default to the Case Creation Date.

        information icon to view default

         

        To manually change an At-Need Contract date, select At-Need Contract Date.

        A box will appear. Enter the new date and Save.

        Contract Date pop-up box

         

         

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