Add 3 new filters to the reporting section for David Nichols with CMG: 1) # of cancelled contracts over time; 2) # of lapsed contracts over time; and 3) # of cash surrender contracts over time.
In order to serve the customer better...
Open full size
Feb 7 2017
I need it...
Enter a subject
Log in / Sign up
Identify yourself with your email address
You won't be notified about changes to this idea.
Move "DIGicon Usage Over Time" report under the Volume section
The date on the icon for reports should be the date of the report and not the date the report was put online
Add a budget line for comparison in the reporting module in the sales over time category.
Digicon Agent pending contract notifications
we need to add a totals line when custom reports are built for sales over time when selecting specific agents or locations.
Remove the "New" Icon from the Help Center Tab
Where do I go to approve new contracts?