đź’ˇ Share your Ideas!
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)
