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Washburn Business Logic---Remove FH Approval Option
Pam Tsatos from Washburn has said that none of their agents need any sort of FH approval, yet some are confused and mistakenly select the option in DIGicon. It would decrease confusion if that option was deleted so that agents didn't accidentally ...
Created 28 Jun 14:55 by Guest
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Allow agent to manually calculate tax
DIGicon should let an agent put in the tax rate and calculate estimated tax on the fly or just round up as well if they'd like.
Created 16 May 21:47 by Guest
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A pop-up message/checklist before finalizing a contract on which the sales pro is asked, "Did you remember to: Ask for referrals; get an email address; get Emergency Contacts, etc.
The sales pro is given a reminder that these tasks are critical to their success, and must account for these tasks at every appointment.
Created 07 May 13:48 by Guest
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Allow FD to set up available payment plans for their agents
Paul Stone would like for anyone with administrator privileges for a FH (usually a FH owner) to set up the only available payment plans that an agent in their hierarchy would be able to sell. For instance, Parker-Ashworth agents should be restrict...
Created 03 May 14:15 by Guest
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Change order of items in "Prearrangement Comparison" to be consistant with G&S tabs.
I find the "Prearrangement Comparison" sheet a valuable tool when explaining differences in desired services. It would be much easier to understand if columns started at the top with "Services, Facilities & Equipment" followed by "Merchandise,...
Created 02 May 21:23 by Guest
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preferences are not staying as I set them
My settings in preferences are not staying the same. Many times when I log in, they are not as I left them. For instance, is this contract guaranteed...I know i set it to yes, but it changes to no
Created 23 Mar 10:45 by Guest
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CC: message of FH Approval and Read Receipt for Agents to see when FH Director receives email and reads
Frequently, email approvals to FH Director never reach their email inbox; it would be nice for the agent to be carbon copied (CC:) when email notification for FH Approval of a Contract is sent to the Director; it would be even better for agent to ...
Created 18 Feb 03:23 by Guest
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A way to resend FH approval email
This would benefit agents and digicon team when initial email notification for FH approval is not generated/sent/received by FH Director for contract approval. This happens to Hillier Funeral Home contracts often; now agents take time away from se...
Created 17 Feb 22:14 by Guest
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NC Add-on needs added forms
Apparently for NC law we will need to add two forms . Item 6110 & 6112. We will need to capture signatures on these as well.
Created 10 Feb 19:31 by Jessie Martin
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Create Date when exporting file to CVS
Very useful during follow up's calls to retract meeting date for in progress / unfunded contracts
Created 06 Feb 18:25 by Guest
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