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Last Successful Sync on the Dashboard
Currently you can check the audit messages to see when the last sync was successful. I think it would be great if that was visible on the Dashboard.
Created 18 Apr 15:36 by Rebecca Browne
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"Close Contract & Sync" button
After a contract is finalized, it would be great to have a button within the contract that will close the contract and sync (available if DIGicon is online) so that it's less likely the agent will forget to sync.
Created 18 Apr 15:33 by Rebecca Browne
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Batch Print in DigiCon
It would be most efficient if we could batch print contract documents from the Dashboard in DIGicon.
Created 15 Apr 14:10 by Guest
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Funeral Director Comments before approving
Too many times I am having funeral directors decline a contract due to something that could be fixed easily with just a line, initials and a phone call. I would love to see an option on digicon for the funeral director to comment and communicate a...
Created 08 Apr 15:23 by Tracy Bell
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Trigger Welcome Guide on Startup
We want DIGicon users to be aware of the help tools at their disposal by having a pop-up welcome guide when they log in that would show them how to access the knowledge base, how to sync, etc.
Created 08 Apr 15:05 by Rebecca Browne
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Option to Hide Home Tab
Many users do no utilize the Home tab in DIGicon and would like that have a way to remove it. A setting in preferences to do so would be nice.
Created 08 Apr 14:34 by Rebecca Browne
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Make the "Lead type" optional for not CRM users
Currently in DIGicon when a contract is started, there is a field for "Lead type" that is mandatory for all users. The "Lead type" is truly only needed for CRM/Pipeline users. Please make it to where the "Lead Type" is optional for only those user...
Created 11 Mar 19:37 by Guest
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Allow Agent to "Turn Off" $4$ and Flex Payment Plans
I've spoken to several agents recently who do not offer $4$ or Flex payment plans and don't want them to be visible to their customers. Would it be possible to allow them to "turn off" these payment types similar to how they can uncheck years to p...
Created 08 Mar 22:14 by Rebecca Browne
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