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Add Variations of 'Case Assigned To' Fields in User Reports and Case Listing Widget

User Story

We are using Passare to track our Pre-Need contracts. We wanted to create an Aftercare report that showed both the Funeral Director who served the family At-Need and the AP Counselor. I was told that these are currently the same field and could not be differentiated in a report. Being able to see both would be very beneficial.

Specifications

In User Reports, add the following fields:

  • Pre-Need Counselor - This will show the 'Counselor' assigned to the pre-need case, as seen on Mockup 1

    • If the case has now been turned to At-Need, this field will still show the data from when the case was a pre-need

    • This field will be blank for any case that is not a pre-need or pre-need|at-need

  • Funeral Director - This will show the 'Funeral Director' assigned to the at-need case, as seen on Mockup 2

  • Secondary Arranger (At-Need) - This will show the 'Secondary Arranger' selected for the at-need side of the case information sidebar, as seen on Mockup 3

  • Secondary Arranger (Pre-Need) - This will show the 'Secondary Arranger' selected for the pre-need side of the case information sidebar, as seen on Mockup 4

Notes

  • These fields will appear User Reports under the General Case Information > Case Basic section, in alpha-ascending order (section seen in Mockup 5)

  • These new fields will be added to all User Report types, except Branches, Checks, Price List Inventory, and Users reports

  • These new fields also need to be added as column options in the Case Listing Widget of the Dashboard, as seen on Mockup 6 (under the same General Case Information > Case Basic section)

  • Alice Brousseau
  • Feb 4 2020
  • Shipped
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