User - CWVICE Agent that shows is 012265 David Mitchell. When you look up his user OA account in GIAS, you can not attach any funeral homes to him since he is terminated and his license has expired. He should not be available on this list.

I would to see about a report that would pull all assignments that show amounts still pending in the Amount to collect, Amount of overages and/or Fee left to collect section in CLAIMCHECK under Balance Values. Basically I would like to see all a...

From time to time we get the request to send over the price lists as they are entered in OA. It would be great if we had a way to select what we wanted to print or email and then get a PDF.

Currently when an assignment is being created there are times that it looks like you have chosen the correct marital status, but when the documents (Intake Assignment Request) print out it is showing Divorced/ Never married This is an OA and Pas...

1st quarter of each year we send reports to funeral homes for their auditing and reporting purposes. They ask for contracts that were Paid out during the previous year. We need the date of death on the contract holders report. This would save time...

I love the Cumulative by FH total. But would like one for just agents so I can send each month that shows in order of production not names. I run the by FH report and only select the agent names but the report still shows teh FH.

Barry Noffze with Advanced Planning asked to see all contracts pending for his agents. Currently you can not see digicon contracts until they are rolled over in GIAS. It would be beneficial to show those contracts too. He calls me multiple times a...

user- BPINGEL He was given admin access today so that he could manage the access of he other people who had Fh access. Under settings and manage permissions, he could not see all of the people. The only way to make them visible was to make the Fh ...

We need to add the option of "None" for casket handles. Florida is the only state we currently see that gives the description for handles on a casket. For Jewish caskets there are no handles. This was requested from Mark Sunshine, funeral home own...

We need a report where customers can pull data that shows the date of death and what was paid. If we could get the Contract Holders report and then add in the DOD and use for this, would be great!