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VIP Group from Vertin suggested we need the ability to search by amount of death claim
They would like to be able to search for the amount of a claim payment so they can reconcile bank statements easily; would also be helpful to other customers who call with an amount that was deposited, but no policy number or name
Created 14 Sep 12:33 by Guest
0
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1
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Digiclaim Default paid to
When submitting a Digiclaim for those FH's with multi locations they would like to be able to default to one of those locations rather than choosing the location each time.
Created 05 Sep 20:55 by Melissa Robinson
0
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1
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Central lead / service collection area
Greg Havlakk had the idea to have a centralized location in one of our applications where a customer can enter in all people and then designate where their information should go and what service to assign them. Example: Smith Family Bill, J...
Created 30 Aug 17:09 by Guest
1
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1
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Texas GPL - add description line for discount
Texas GPL should have a line for the description of the discount, so it can print to the contract.
Created 21 Aug 20:43 by Guest
0
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1
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Add breakdown frequency to Policy list
On the Policy list in reports, we would like to add the ability to sort the data by monthly, weekly, quarterly, daily, yearly with totals. Request from Melanie Carr.
Created 17 Aug 19:41 by Guest
0
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1
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Add option to hide chart or data from report
Several people have asked for the ability to hide the chart at the top of a report in the Reporting module. I would like to add two checkboxes to the screen, one to show the chart and one to show the data table. Both would be checked by default.
Created 14 Aug 14:16 by Marcus Wilson
0
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1
Vote
creating OA banner for specific user/usergroup
It would be great if we could have the service message restricted to show for only specific users or a group of users. For example: Managers DIGicon users Texas Select producers Specific user names (Nallesh)
Created 07 Aug 16:57 by Guest
0
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1
Vote
Ability to sign Statement of G&S on approval screen
In OH & KY the statement of G&S is only created in OA if an agent writes a contract that is not a licensed funeral director. Currently the family gets the estimate of G&S and has to wait for the funeral home to print the contract, and ...
Created 03 Aug 15:27 by Guest
0
Planned
1
Vote
Commissions Online Access Report sorted by Production Agent
We have several agencies that all commissions go to the agency and not the agent. I have had several requests to calculate by production agent, which is a manual and time consuming task. Please see me I will be happy to explain.
Created 31 Jul 14:51 by Guest
0
Planned
1
Vote
SM MAnagement package details
It would helpful if there was an info link next to each of these packages that shows what the package includes.
Created 18 Jul 21:09 by Guest
0
Planned
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