It would be helpful to have a PDF of the contracts so we know we are ordering the correct piece.
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Dec 13 2016
I need it...
Not Sure -- just thought it was cool
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Have client order history viewable under Sales Manger's OLA
Add the Chapel Count to the Reporting Area.
Download capabilities of contracts
Ability to view Marketing tab in Resource Library
Date of Last payment in dashboard please
Allow one click when ordering supplies after choosing quantities on all items.
Customer OA - contract Summary
Move Huffington Post Article to be listed under "H" in supplies on OA
Add ability to sort Digiclaims by contract number, insured's name, or date submitted (filed date)
Add Funeral Home Name to Task/Event