A Claims Data page is being created regardless if the quote request goes through or not. this should not happen. No Claim data page should be created if the quote is sent to the claims department via email for that quote to be done manually,.

We need to give the customer an error message when they try to upload a file into OA (DIGclaim and other areas) that contains a special character. the system does not allow them to upload these files and an error is needed. "File name contains s...

This would be useful for reporting on agents with marketing allowances.

We are replacing the vendor with ActiveCampaign but need simular reports.

This would be useful because the list does not seem to sort the scheduled reports by any criteria at the moment. It will be easier to find newly scheduled reports in the list to verify the schedule saved once this is accomplished. Ideally, the use...

We need a place on OA for Funeral Homes or Managers to view and request videos Rob is producing. This will most likely be 2 tickets. Quick fix adding it to the LG request form. Longterm - adding it to the supples section.

funeral homes need to know when the contract was received into our DIGicon portal- Steve Jenkins made the request- he wants to be able to monitor contracts to know when they are approaching the 30 day mark

call from FH (Cromes_Edwards) and Aaron would love it if we could put the inforced business on a widget as easy button. For now, I have a report set up to email him monthly that will help.

Currently when you share the link, it doesn't have a title or image, it just pulls the word MyTributePlanner with the icon pixulated. Please add the title to be "Meeting ____" sales professional who it's for and pull the image of them. It's a meta...

when a contract is moved from the portal to be processed the name of the insured is no where to be found. Could we put the insured name with the contract number? This is another way we can insure we are looking at the right contract when the FH or...