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.
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Feb 7 2017
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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
Remove the "New" Icon from the Help Center Tab
Where do I go to approve new contracts?
Canceled contracts should not display Outstanding balance
When logging in, a password automatically populates. If I click on submit it indicates it's a wrong password. Either make sure the passord is current and the correct one or never have a password in the box. I have to input it anyway so don't put the wrong one in there. Thanks