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.

Save.

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.