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Add a link to the Sabbatical blog
We would like for our funeral home clients and others to be able to read the blogs of our Sabbatical participants.0 Shipped
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Lapsed Policy - Payment notifaction
We need something that informs a customer that when their contract is lapsed that they need to call into the Home Office to figure out how much they have to pay to get their contract current. Currently we just remove the payment button, but we nee...0 Shipped
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Add Brooke Mosley to email notifications when someone signs up for Social Media Management through OA.
Brooke is heavily involved in our SMM service. Please add her to the list of people that receive an email notification when a funeral home signs up for SMM through OA. Thank you.0 Shipped
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Remove parenthesis from the sales tax section on the DIGicare Invoice.
There are parenthesis around the sales tax section just like on the bundled discounts section. I do not want our customers thinking that they are receiving a discount on sales tax when in reality it is being calculated in to their final total. -
Add Proposed Claim Amount Column to DIGiclaim
Please add "Proposed Claim Amount" Column to all DIGiclaim queues. It would also be nice to sub-totall at bottom if possible.0 Shipped
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We are needing to post the DIGicare Services Overview video and the SMM video on the DIGicare section on OA.
We have created two videos so far for the DIGicare services. The first is an overview video of all the services. The second is a video that is specifically for Social Media Management. Both of these videos would benefit from being on the DIGicare ... -
Add DIGicare support staff to DIGicare enrollment invoice emails.
Please add Kristy Gilbert, Drew Seale, Mac Mascorro, Taylor Stokes, and Heather Guitar to all enrollment invoice emails that get sent out. In addition, please add Kristy to all enrollment emails that we receive after someone has signed up on any o... -
Please update the language when it pertains to eAftercare and PreCare.
We are updating the language of these two services to be Circle of Friends: PreCare and Circle of Friends: AfterCare. If we can get this language changed wherever that text is displayed, that would be awesome. -
We need to create a morning job that searches Stripe for recurring payments.
Currently, a report is created for all clients who signed up for a DIGicare service through OA for that particular month. We need to also be able to add to that report any recurring payments that happen for that month as well as new customers for ... -
For DIGicare transactions that happen through Stripe, we need to be able to recieve an email letting us know of payments that have been declined.
After we have successfully added a new customer from OA to Stripe for DIGicare services, there have been a few occasions where a card will be declined later down the road on one of the monthly recurring payments. We, in the DIGicare support team a...