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Add breakdown frequency to Policy list
On the Policy list in reports, we would like to add the ability to sort the data by monthly, weekly, quarterly, daily, yearly with totals. Request from Melanie Carr.
Created 17 Aug 19:41 by Guest
0
Planned
1
Vote
Add option to hide chart or data from report
Several people have asked for the ability to hide the chart at the top of a report in the Reporting module. I would like to add two checkboxes to the screen, one to show the chart and one to show the data table. Both would be checked by default.
Created 14 Aug 14:16 by Marcus Wilson
0
Planned
4
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Reporting add filter for Company & State
When using a managers access it would be great if we could sort by company ( FA, FD, KFD) and also by state.
Created 10 Aug 21:04 by Guest
0
Planned
1
Vote
creating OA banner for specific user/usergroup
It would be great if we could have the service message restricted to show for only specific users or a group of users. For example: Managers DIGicon users Texas Select producers Specific user names (Nallesh)
Created 07 Aug 16:57 by Guest
0
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1
Vote
Ability to sign Statement of G&S on approval screen
In OH & KY the statement of G&S is only created in OA if an agent writes a contract that is not a licensed funeral director. Currently the family gets the estimate of G&S and has to wait for the funeral home to print the contract, and...
Created 03 Aug 15:27 by Guest
0
Planned
1
Vote
Commissions Online Access Report sorted by Production Agent
We have several agencies that all commissions go to the agency and not the agent. I have had several requests to calculate by production agent, which is a manual and time consuming task. Please see me I will be happy to explain.
Created 31 Jul 14:51 by Guest
0
Planned
1
Vote
SM MAnagement package details
It would helpful if there was an info link next to each of these packages that shows what the package includes.
Created 18 Jul 21:09 by Guest
0
Planned
1
Vote
List the Digicare Services the funeral home is currently enrolled.
It would allow me to follow up regarding the implementation of current services and assist with selling additional services.
Created 10 Jul 20:07 by Guest
0
Planned
1
Vote
Ability to print pricing
I would like the ability to print the gpl, packages, caskets, outerburial, urns, and images from OA.
Created 27 Jun 16:41 by Guest
0
Planned
5
Vote
Sales Managers Need access to Performace Reward Bonus Distrubutions.
For some sales managers, they used their received paper checks to calculate how much in bonuses were paid out. This really helps with year end review.
Created 21 Jun 22:14 by Guest
0
Planned
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