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Add Pending FH approval contracts to the New Biz widget
We get many phone calls from managers and agencies asking about updates on contracts and they only thing we are waiting on is the Funeral Home to approve the contract in OA. It would be great if any contracts with that status in the DIGicon portal...
Created 18 Sep 15:26 by Guest
0
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1
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Noridications by agent/fh number
For agents that have multiple numbers, it would be nice to be able to vary the notification preferences by agent number if requested. For instance we have an agent who is paid weekly for commissions on 1 number but receives bonuses on another numb...
Created 14 Sep 12:35 by Guest
0
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1
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Need reports online for address lists and email lists
please add Preneed Owner client address, phone number, email address to Policy List
Created 14 Sep 12:34 by Guest
0
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1
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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
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1
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Add percentage to budget to funeral home volume widget.
Gives me s quick indicator of my forms performance to plan
Created 11 Sep 12:25 by Guest
1
Already exists
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
Planned
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
Planned
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
Planned
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