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Add percentage to budget to funeral home volume widget.
Gives me s quick indicator of my forms performance to plan
Created 11 Sep 12:25 by Guest
1
Already exists
1
Vote
Digiclaim Default paid to
When submitting a Digiclaim for those FH's with multi locations they would like to be able to default to one of those locations rather than choosing the location each time.
Created 05 Sep 20:55 by Melissa Robinson
0
Planned
1
Vote
Central lead / service collection area
Greg Havlakk had the idea to have a centralized location in one of our applications where a customer can enter in all people and then designate where their information should go and what service to assign them. Example: Smith Family Bill, J...
Created 30 Aug 17:09 by Guest
1
Planned
1
Vote
Texas GPL - add description line for discount
Texas GPL should have a line for the description of the discount, so it can print to the contract.
Created 21 Aug 20:43 by Guest
0
Planned
2
Vote
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
1
Vote
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
Vote
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
Planned
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
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