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we need to add a totals line when custom reports are built for sales over time when selecting specific agents or locations.
For example, Legacy wants a saved report MTD Sales for Resthaven with each agent selected from there list of agents. It would be nice to be able to see a total MTD for all agents as well as the individual totals.0 Planned
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Circle of Friends and the MTP demo page in the DIGicare section of OA are in the old format.
We need to change the COF example page that is in the DIGicare section of OA to be an example page with the new branding of COF. The COF logo needs to be updated to the new logo as well. It should be the AfterCare logo not the old COF logo. MTP ...1 Not Planned
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Add Campaign Description & Funeral Home fields to AutoMetrix Type of Piece table
No description provided0 Planned
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Make a Contract Detail Report Section for OA
Create a contract detail report section in OA where various reports can go into that report on what is listed in the contracts. Reports like: cremation vs burial average insured age -
Add Digicon Detail list report to OA reporting module
Report is located in the Sales Ops folder in Cognos. This will give our people a bird's-eye view of their Digicon contracts similar to the Policy List report. -
email the agent when a policy is used at time of death.
listen this allows the agent to send condolence cards on recently sold policies and or do follow up with7 Already exists
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Make funeral home default to pull up instead of agent number
When you login, have fh dashboard pull up first when you also have an agent number.0
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This is more a comment. The funeral sales groups under reporting does not seem to work correctly in all cases. Maybe some of the funeral homes are left out? Look at MURSIMCO for an example. Thanks
No description provided2 Planned
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DIGiclaim - COntact us
When a funeral home is utilizing the "Contact Us" feature searching for DIGiclaim, can we make the system pull up the DIGiclaim window and take them to submit a claim?0 Planned
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option for TEXT to receive Circle of Friends link
COF is a great resource, but to reach more people, it would be nice for people to choose how they receive it: via email or text. It seems in 2017, we want info and want it now. I think by adding that option, it will reach more people. It could ha...0 Not Planned