DIGicon Ideas

1 Vote

Copy Contract: Same Person

One of the funeral homes that I'll be working with requires that Services and Merchandise be on one contract, while Cash Advance Items be on another contract. File>Copy Contract gives you 2 options to auto populate information for. "Spouse" and...

Created 27 Jan 02:33 by Guest

0 Already exists
1 Vote

Combine Some Payment Types

We could reduce the amount of choices in the payment type drop down by combining personal/business check, and cashier's check/money order.

Created 19 Jan 22:59 by Guest

0 Not being considered
1 Vote

A check box to mark on the Statement of Goods and Services, Merchandise and Cash Advances that says Pre-Paid.

Our options are an amount is added in, 0 is included, and by family. Some arrangements are done in parts and some families come with some items already paid for (ie, o/c at cemetery, final dates and monuments, caskets, urns and outer burial contai...

Created 09 Jan 21:11 by Guest

0 Already exists
1 Vote

Under Payment Options: Funding Status, could we add an option of "Insurance Assignment?"

Many of our sales professionals perform assignments of insurance policies to their funeral homes. We currently have no way to track this. Adding this option would let us demonstrate how much preneed business we are booking for the funeral home oth...

Created 03 Jan 14:55 by Guest

0 Not being considered
1 Vote

Packages that correspond with disposition

If I were to select a cremation, is there a way to only allow cremation packages to display? Same for if I were to choose a burial, is there a way to only display the burial packages?

Created 10 Nov 22:43 by Guest

0 Not being considered
1 Vote

Add per-tab accuracy review/verification option

The accuracy review process currently checks the whole contract. It would be nice if there was a drop down to check just the tab the agent is working on.

Created 29 Sep 14:48 by Guest

1 Not being considered
1 Vote

Organizing Leads in PLD lists by Marketing Campaign

As new campaigns are rolled out, could a list for each campaign be created for us in PLD? Lead Concepts could add new leads to this list and make the leads more organized. This way we could pull up the entire campaign at will. This would improve p...

Created 28 Sep 20:43 by Guest

2 Already exists
1 Vote

Digicon non commissionable Columns

Select Producer Traci Chance has suggested that we try to come up with some kind of idea to flag the columns (like on a $4$) that would get the agents attention that there is no commission on these. The agents do not want to pull out their commiss...

Created 30 Jun 20:21 by Guest

1 Closed
1 Vote

multiple way to prepare financial option to present to a family.

If you go to a residence to meet with family... they usually want to know info for multiple pay (printing several options 3 yr and 5 yr) verses single pay. If we do not have lap top and portable printer or electronic signature scanner then we can ...

Created 02 Jun 14:51 by Guest

0 Already exists
1 Vote

Rounding Up on G&S

It would be great to have a feature that would allow agents to round up to an even dollar amount.

Created 18 Apr 15:27 by Rebecca Browne

1 Closed