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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
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
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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
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1
Vote
agents with multi products
I went to figure some rates for an agent and when they have multi products I am not sure how they know which one to use. I believe it would be much easier if we could place the agent number in parentheses (013605). I attached an example where she ...
Created 09 May 15:14 by Melissa Robinson
0
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1
Vote
Fix OA Dashboard so "Viewing As" query can find the DB Table
The OA Test environment currently does NOT match the production environment and that is dangerous. This problem surfaced when we added the "domwas" server. This particular query is pointing to a production table. OA test can no longer see producti...
Created 07 May 18:42 by Guest
0
Planned
1
Vote
Add spam filter to http://families.passare.com/
We are getting a lot of spam. Whatever was deployed to passare.com seems to be working.
Created 27 Mar 15:35 by Guest
0
Planned
1
Vote
add check #s to online access
we have several people that add-on multiple times. it would be nice to have the check #s and amounts available on line so we can check on them if a client needs to confirm that a check has been cashed
Created 26 Mar 16:46 by Patrice Marcott
0
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1
Vote
Fix bug that is inhibiting the changing of a file type in GIAS
I am needing to update the existing Irrevocable Assignment Form in OA via GIAS. The OA resource is currently categorized as a Document. I tried to change this resource from a document to an external resource yesterday. Upon testing the updated ite...
Created 23 Mar 16:27 by Guest
0
Planned
1
Vote
Can we add a Legend or Key at the bottom of commission statements that defines codes?
There are questions that come from clients that they could answer for themselves if this were available.
Created 26 Feb 16:22 by Kevin Gaffney
0
Planned
1
Vote
New Business widget does not export into excel
I am not able to export the new business widget into excel. The file only has column headings but no data even though data displays on the screen in the widget.
Created 20 Feb 21:35 by Guest
0
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