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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
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1
Vote
List the Digicare Services the funeral home is currently enrolled.
It would allow me to follow up regarding the implementation of current services and assist with selling additional services.
Created 10 Jul 20:07 by Guest
0
Planned
1
Vote
Reports should display what you are sorting by
In the reporting section there are a few report like "Cremation vs Burial" and Sales OVer time, that allow you to sort by fh & sales agent, but do not display them on the report. Any report that allows you to sort, show display the information...
Created 05 Jul 18:39 by Guest
0
2
Vote
Video explaining TDG
I would like a video clip (similar to Patrick's Medicaid video) explaining the TDG. This would be a good link to use for lead nurturing.
Created 28 Jun 18:54 by Guest
0
1
Vote
Ability to print pricing
I would like the ability to print the gpl, packages, caskets, outerburial, urns, and images from OA.
Created 27 Jun 16:41 by Guest
0
Planned
1
Vote
Create seminar packets under supplies
It would be a real time saver if all the paperwork that we typically put in seminar packets could be ordered as a bundle under supplies instead of having to search for each item. Also, if fulfillment knows this is for a seminar we could also order...
Created 22 Jun 19:26 by Guest
0
5
Vote
Sales Managers Need access to Performace Reward Bonus Distrubutions.
For some sales managers, they used their received paper checks to calculate how much in bonuses were paid out. This really helps with year end review.
Created 21 Jun 22:14 by Guest
0
Planned
1
Vote
Patrice Marcott
I would like to be able to make the column with the toolbar smaller sometimes so that i can see more of other things on the page. Same with the column in reporting. Just to be able to make them narrow then i can see more of the reporting page.
Created 20 Jun 16:38 by Patrice Marcott
0
Planned
2
Vote
Supply Order for Multi locations
When you have firms with several locations it would be easier to order supplies if we could put a check mark next to each location that needs all those same supplies...even if they are not the same locations but we have several new FH's and we are...
Created 07 Jun 20:50 by Melissa Robinson
0
Planned
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