Our larger accounts (Legacy) that sell over $1m in a month are rounding up or down to the nearest 100k. This doesn't allow them to see the info they are needing. Previously, they could view their actual number and they are viewing this as a takeaw...

If we could put in some criteria like agent or firm and set the dates we can see trends earlier. Know the most recent activity prior to a call or visit etc.

Instead of the most granular option being "this week", it would be nice to have the choice to see business processed yesterday.

Right now, the only way to see the dates Digiclaims were submitted is to click on each claim. It would be helpful to see the date submitted without having to click on each claim.

This will allow any customer of ours to virtually "self enroll" to any of our DIGicare Services (subscription services) and it will then take them through the set-up process and then be able to integrate with our stripe account to accept payments ...

I need the date. ; ) A lot of our prearrangement specialists are not dating them and people bring them in or we try to look back it is helpful to have the date.

This allows all of our subscription service set-up forms placed in one single web form that can be accessed by sales managers and funeral home clients when they want to sign up for one of our DIGicare subscription services. This web form has alrea...

Again, I know this doesn't apply to most agents but with 2 agent numbers I have 2 sets of numbers. Can we combine the persistancy on the incentive trip page with the volume so we know where we stand in that aspect also?

E-AFTERCARE CIRCLE OF FRIENDS.... DOES NOT GIVE THE OPTION FOR (HUSBAND) OR FOR (WIFE) IT JUST GIVES YOU OTHER.