We will be able to use the data for PMRs and for coaching. Our ADSD's can see that a Select Producer or Sales Pro are not able to sell through this objection and provide support. Our Sales Managers can show a funeral home client that we not only f...

When adding in caskets, I am adjusting the results per page to All. After I save, it resets it to show 25 each time. I am suggesting it should keep the preferences to save time and increase ease of use.

Is there a report of any kind regarding Eaftercare people who have been entered.

It would be beneficial to us with access to multiple funeral homes to have the name of the funeral home listed under the contract summary below contract # & above agent name.

cn't find the log off button?

This function would be helpful when switching reports and wanting to report on the same accounts selected in the prior report.

On the supplies list it would be great of we could print out an example of the item so the customer gets a better idea of what they are getting. This would not be for all items, but would be a huge help!

We used to have validation that kept the package price from being more than the GPL listed price. At some point this was removed and we need it to be put back. This ticket is a request from Haley and Matt H.

We get numerous phones call form agent/funeral directors needing to search for contract. The search box is not obvious and is often missed and then they call in needing help. If this could be made a brighter color including the magnifying glass, w...

I had a Funeral Home who needed access for someone to help with digiclaim and eaftercare but did not want them to see anything else. The widgets reflecting volume, new business, etc they would like those to not be seen by others. At this time I do...