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Understanding case navigation updates in Passare Mobile

New case navigation, reorganized and renamed case pages, and swiping gestures 

 

New vs. old case navigation

We’ve updated case navigation in Passare mobile to make case information easier to find by replacing the old scrollable bottom menu with a side slideout menu.

Previous case page menu

Case tabs like Arrange, Financials, Family, Prep, and Track were at the bottom of the screen.

Former case navigation

 


New case page menu

Case pages are now found in a slideout menu. Tap the three bars, or swipe right to open the case menu.

Case page menu icon

Here you’ll see the list of available case pages to choose from.

Case page menu

 

The bottom menu bar is now the same everywhere: Home, Tasks, and Notifications. It may hide as you scroll to give you more screen space, then reappear when needed.

Bottom navigation menu

 
 

Renamed and reorganized pages

Some pages have new names. Some larger pages were split into smaller pages for easier finding.

Old name

New name

What changed

Manage

Summary

Same content, new name

Prep

Preparation

Same content, new name

Track

Tracking

Same content, new name

Family

Contacts

New name. Add Contact replaces Add Family.

Properties card

Overview card

Same content, new name

Arrange

Disposition, Obituary, Services

Arrange is now broken down into three separate pages.

Financials

Contracts, Payments

Financials are now broken down into two separate pages.


Biggest changes

Arrange is now three individual pages: Disposition, Obituary, and Services. The same information is available, but each topic is easier to find in the case menu.

Disposition, Services, Obituary pages

 
 
 
 
Disposition page Obituary page Services page

Financials is now Contracts and Payments

Contracts and Payments in case page menu

 

Contracts

Each contract shows as a card with the contract ID and total. Open the card to see full details and line items.

Contracts page Contract info
 
 

Payments

Each contract balance shows as its own card. Open the card to see the full payment history.

 
 
Payments page Payment history

 

Swipe gestures

The case menu can be opened by swiping right from the left edge of the screen.

Case menu gif

You can also swipe to go back on any page that has the "back" button.

Page inside of case with back button

 


FAQ

  • Did anything get removed? No.  All information is still available. It is just in the side menu now.
  • Where did Arrange go? It is now split into Disposition, Obituary, and Services.
  • Where did Financials go? It is now split into Contracts and Payments.
  • Why does the bottom bar look different? The bottom bar now works the same everywhere. It shows Home, Tasks, and Notifications.
  • Why did Family disappear? It was renamed to Contacts and works as before.