Split the fee/ boost amount to clarify for lead gen team - The sales manager side (submitting) will stay the same (example managers selects $300 > on the Redmine side, it will say $200 boost / $100 fee) Map fields - FH ID Boost and fee if possi...

It would be great to have a fillable goods and services statement for people who simply "want a quote".

For whatever reason, when a sales manager uses the OA portal to enroll someone into DIGicare services, the sales manager contact information that is sent to us is wrong. The contact information of their specific RSVP is sent and not who actually s...

It would be easy to show in progress reports on select producers and help communicate to all customers/agents.

Joe Schuller wants the ability to print the entire policy dashboard to a PDF file on our letterhead. The have to provide this to counties for Medicaid planning purposes. Right now, they have to do a screen shot. And they can’t print it on our lett...

When an eAftercare email and phone number are added in OA, it would be nice if they automatically get updated in PipelineDeals. Also, insead of having the deceased info and relationship to deceased in the activity, can we have it populate in the S...

We currently have the list of Upgrades and Enhancements for DIGicon Classic on here, but not DIGicon Touch. Can we please add that as well?

Some people do not realize that there are two separate links attached to the two words. On a screen like mine, it is hard to even tell that they are a separate color. If just those two words were bold, it might help.

I can see that a policy is about to lapse on the dashboard, but sometimes they pay and fall off that list. However, when they actually lapse, it's a surprise to me. I don't know who it is many times. I just see a hit on my reserves. Can agents ple...

We need to be able to see the quality of business being written by all agents at a specific funeral home. We also need this information when a funeral home is requesting funds for the charitable matching program.