Currently, when selecting the date range 01/01/prioryear through yesterday's date the quick date filter automatically selects "Year Over Year". This is an issue as the date range specified above does not equal the same thing as year over year. Yea...

Sent Marcus an email but - Sarah plans on setting up the Facebook reports for clients for January in a couple weeks. I was testing the report and noticed the Total Likes, Gender Summary, and Likes By Demographic are pulling blank.

Jane with Lake Ridge Chapel would like the ability to search for people so that she doesn't accidentally enter them in again. Perhaps when we are keying in the person if someone else with that name is entered we can prefill with the deceased they ...

When you click on "single boost" in the social media section of the new campaign for marketing, the screen changes completely and you cannot see the whole document

Under each policy the FH has the ability to add notes, they would love the ability to upload their forms as well so that they can really utilize our OA and get rid of their file cabinets.

This would be helpful in producing the Digicon People report which would provide more leads to sales professionals.

Per Todd: Please add a download link to the OA Rate Calculator in Online Access for the OA/Calculator App for iphones. Please be sure to give the notification that it is for iphones only.

Please add the “Number of Payments” field from the Non-Insurance Information File to Cognos. We need this data in order to fulfill Mark Owen's request for seeing the initial term of a FLEX policy before it is converted to an annuity.

This function would allow for the specification of production by a smaller group within a larger funeral home group. Funeral home groups like Mankato and Fuller would be able to be tied to Vertin and Carriage respectively while having a unique cri...

Currently, the Claim report uses the same funeral home hierarchy that the other volume reports use. As a result the claim report shows data for the funeral home who sold the policy as opposed to the funeral home that was paid the claim. We need to...