Skip to Main Content
đź’ˇ Share your Ideas!
Status Planned
Workspace Case Management
Created by Kaylan Johnson
Created on Feb 27, 2020

Alert When Another User is Working in the Same Case

When two users are working on the same case and one user saves, there is a red toast message telling you someone else has edited the page and their changes have been saved. However, then the second user's changes are rejected.

Could we have an alert message the pops up when you open a case that someone else is already making changes to? This would prevent the second user from making changes only to discover they cannot be saved since someone else was in the case at the same time.

  • Attach files
  • Holly Stammis
    Oct 6, 2022

    This is a constant complaint from my funeral directors...they spend a long time updating the obit or a checklist, only to lose all the information because someone else is in the file too.

    When will this be updated?


See who all is on the same page in Passare at the same time

It would be nice for funeral home staff to be able to see who is on the same page as them while they are entering in information in Passare (like Google docs). This will help funeral homes because sometimes multiple people are entering in informat...
Reagan Biggs over 3 years ago in Case Management 0 Planned