PA is very restricted in what items it offers ion the G&S statement. It would be highly beneficial if all items had optional description boxes and the following items were added. > Refrigeration > Urns > More Other boxes in each area ...

When generating the wire request form in OA the incorrect banking information pulls. For example on assignment 9018E1EB OA pulled GIAS' banking account information instead of OA's banking information. OA's bank information should override GIAS'. A...

I would like the ability to create a sales over time report showing same YTD sales for two years- example sales over time for 01-01-19 through 03-31-19 AND 01-01-18 through 03-31-19 on the same report

Todd Carlson wants to open up the Campaign Management tool to everyone, especially funeral homes and agencies. He wants them to be able to approve proofs and count/quote for lead generation campaigns through this tool. He also wants them to be abl...

I know digicon used to have a way to remind directors to approve a contract and that went away. How about we input something into OA or digicon that will sent a reminder email when the agent/manager wants that to be done. My main funeral director ...

My reserves today are several hundred dollars less than yesterday, but I am not able to see why. The Charge back widget is not displaying any adjustments past early December 2018. This has been happening for the last 9-12 months. See Jessie for de...

Having access to all brochures, forms, etc (items in supplies) would be hugely beneficial to to myself, as a marketer, as well as to your sales team (if they don't already have access to this information. It would be an easy way to look up informa...

This would provide quick access to responses.

Since 80% of the beneficiaries are spouses, this would be a good integration for PLD users selling for the 375 ClaimCheck funeral homes. Plus it will improve the Continuum of Care!

When an OA user with multiple funeral homes is trying to access the eAftercare tab, the request is timing out due to a Fusebill API limitation. Need to update the form to accommodate the limitation.