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A guide to the difference in information between resource library online and the one on sharepoint. We could also add a link to the sharepoint resource library from the online resource library.
We never know which resource library information is kept.
Created 02 Oct 14:57 by Guest
0
PSC Review
2
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At a glance enforced biz
Josh Koehler called stating Homesteaders has this so the FH is asking us to as well. On the widget for Volume or New Biz to add enforced biz so they can view it at a glance rather than pulling the contract holders report and sorting it
Created 20 Aug 18:54 by Melissa Robinson
0
Planned
2
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Video explaining TDG
I would like a video clip (similar to Patrick's Medicaid video) explaining the TDG. This would be a good link to use for lead nurturing.
Created 28 Jun 18:54 by Guest
0
2
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Supply Order for Multi locations
When you have firms with several locations it would be easier to order supplies if we could put a check mark next to each location that needs all those same supplies...even if they are not the same locations but we have several new FH's and we are...
Created 07 Jun 20:50 by Melissa Robinson
0
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2
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OA bank draft show closed
When a customer or FH looks at a clients account and we have closed their bank account in GIAS it would be good to reflect that the account show closed in OA
Created 23 Mar 13:28 by Melissa Robinson
0
Planned
2
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Summary of each report
It would be helpful if we had a summary of each report that you could read when you hover over the name of the report.
Created 28 Feb 18:11 by Guest
0
Planned
2
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Digicon client notes copies to policy notes in oa
No description provided
Created 08 Feb 16:16 by Guest
1
Not Planned
2
Vote
Upload a picture of Brochures
Sometimes I order a brochure not realizing that it's a brochure I can't use. If there is an image of the brochure that we can preview prior to ordering it, we'd know whether or not we can use it.
Created 06 Feb 18:23 by Guest
0
Planned
1
Vote
OnBase working with the Firefox browser?
I'd like to use the Firefox browser to be able to open & view the OnBase documents.
Created 23 Feb 17:15 by Guest
0
Under review
1
Vote
Allow Financial institutions to access account via their portals
I use Amerprise for my financial advisor information. They have a product called "Total View", which can show all outstanding policies.
Created 22 Feb 20:19 by Guest
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