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Drop down selection on Authorization and Disclosures
Add drop down of reason for embalming: Embalming Expessly Approved Approved by for public viewing Embalming required for out of state transfer0 Shipped
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DIGicare ACH is not working completely in OA.
The past few times a sales manager has tried to use ACH, the customer information gets into Stripe but when the customer or the manager goes back into to OA to insert the 2 microdeposits that they receive for verifying their bank account, they rec...0 Shipped
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Rename the Make a One Time Payment Tab.
Can we rename the Make a One Time Payment Tab to just Payments? This way they could use just the one section and make it recurring from there also.0 Shipped
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Remove Funeral Home Number from AutoMetrix Campaign Summary list
No description provided0 Shipped
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Add Return Percentage field to Marketing Returns report in OA
Return Count / Drop Count -
Move "DIGicon Usage Over Time" report under the Volume section
The Volume section is a more appropriate location for this report. -
Cremation vs burial report
From Rader FH in Kilgore - they would like a report that shows policies written in calendar year 2016 how many and what dollar value for cremation vs casket burial.0 Shipped
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Canceled contracts should not display Outstanding balance
On the contract Summary page the Outstanding balance is being displayed for Canceled contracts. This should not be the case. This can be confusing to agents & customers. -
HIde Invoice option for DIGicare enrollment when signing up for monthly.
We are needing to hide the invoice option when a funeral home is signing up for DIGicare services on a monthly basis. The only time they are able to use the invoice method is when they sign up for a year in advance. -
Date on add-on sheets
Please add a line for the DATE on your contract add-on sheets. Self-explanatory0 Shipped