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Status Shipped
Workspace Case Management
Created by Daniell Jara
Created on Jan 6, 2020

Add 'Contract Date' Column in Case Listing Widget

USER STORY

From the Dashboard's Case Listing widget, I'd like to be able to see what the case's contract date is, without going into the case.

FUNCTIONAL SPECIFICATIONS
On the On the Case Listing Widget Settings, add a new column titled 'Contract Date' as an option, under the Contract Information > Contract Basic section in alpha-ascending order

The date that will be displayed is the 'Contract Date' of the case that is found in the Case Information Sidebar, in MM/DD/YYYY format

  • This will display the contract date found in the Case Information Sidebar for all case types, including: At-Need, Pre-Need, Cash Sale, Imminent-Need, Trade, and Pet

Next to the date, add an fa-circle-info icon, which upon hover, will display the date that is tied to the contract date from the case; which could be any of these options

  • No Date

  • Death Date

  • Case Created Date

  • Arrangement Date

  • Disposition Date

  • Service - First

  • Service - Last

  • Invoice Signing Date - Last

See Mockup 1 for example of how the column would appear on the Case Listing widget

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