We need to add Google Ads as a service for DIGicare. We currently have 15+ clients and it's growing.

On the left side of the login, we'd like where we could market other services, webinars and information to educate our current clients. We do need roles to be set up so policy holders see the current screen.

We would like a way to know that an assignment has been sent through PASSARE. Currently we don't have an easy way to know this

Zip Codes in Campaign Management. Zip codes pull a column ZipCodeMileRadius from a query called FacebookZipsClass where campaign id = LinkToSelections (on the fb zip) but it seems OA is set to only show one result, Users need it to be all of them....

We would like for OA to automatically change the status in CLAIMCHECK to Complete/Overage when the Balance Values in the accounting screen has an amount listed in the "Amount of overage". I have attached a picture. The amount to collect would be Z...

ON login It asks for me to set up a notification setting, but doesn't let me hit submit. I have to close it.

When removing packages it would be great if we had a check all option for packages like we do for caskets.

The advance date did not populate. After speaking with Denise this was once an issue but was fixed. However, it's back. We need the date added so that reporting will be correct, as well as what our customers see in OA. This needs to be fixed on th...

It is hard to know exactly where we are in the process for eboosts etc....what was ordered, when it will start, what is already in progress.

this idea came up in the YE sales meeting.