1. Passare Pro
  2. Integrations
  3. Answering Service Integrations

Manage your ASD Dashboard

Set up your dashboard to help manage cases that are initiated by ASD.

Setup Your Dashboard:

Once your ASD Integration is turned on, you'll need to add a Pending Cases tab on your ASD Dashboard.

Select My Dashboard and select the Add Dashboard Tab icon.

Add Dashboard tab "plus sign" icon


Name the Dashboard ASD Pending.

Name the Dashboard "ASD Pending" in New Dashboard Settings pop-up


Next, select Add/Remove Widgets.

Select Pending Cases.

check Pending Cases box in Add/Remove Widgets tab


Next, go to Auto-Refresh and turn it On.


Auto-refresh toggle on in Auto-refresh tab


When ASD answers the First Call and initiates a case, the first call information is automatically pulled from ASD and added to the Pending Cases tab on the Case Listing page.

ASD Pending tab on Case Listing page


From the Pending Cases tab, select the Review button.

Review button in Pending Cases tab


In the Review box, you'll be able to Create a case, Merge the case, or Delete the case.

Action options in Review box


If you choose to Create or Delete the case, select continue and no further action is required.

When you select to Merge, you'll have a few additional steps.

First, you'll select the case to merge information with from the drop-down > Continue.

Merge info drop-down


Review the information that does not match, select the information that you'd like to keep, and Continue.

Merge information checkboxes


You'll be notified that the Pending case was successfully updated and can choose to either Open the Case or Close.

Open Case button in "Pending case successfully updated." notification


Repeat the same process for any remaining cases!


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

If you need assistance with MyASD or the ASD mobile app, contact ASD at 1-800-868-9950.