DIGicon Ideas

8 Vote

Have an update screen pop-up when the agent logs in and syncs.

Not all agents are reading the emails we send them on DIGicon updates. Other agents are getting frustrated because we are not informing them when we have an update. Having an update screen pop-up when an agent is syncing on startup will help with ...

Created 02 Mar 22:43 by Guest

0 Already exists
7 Vote

In the "Relationship" dropdown menu, add "Signicant Other" as an option

Several people I have pre-arranged are living with or have a relationship with someone they are not married to and "friend" sounds too generic - one gentleman is living with his ex-wife - they are back together but will not be married again (TMI? ...

Created 31 Jan 17:45 by Guest

0 Not being considered
6 Vote

Request that an "optional" initial/signature be placed on the payment options table if a multi-pay when collecting signatures

I have had to service 4 multi-pays since 1/1/2018 that were issued in 2015, by a different SP. Clients forget what and why they are paying more than the face value of funeral expenses. Plus the FH needs some documentation to back up what was said ...

Created 19 Feb 18:38 by Seven Moore

0 Not being considered
3 Vote

The "Name of Package Selected" needs to appear at the top of Goods and Services.

When a funeral director looks at a contract 10 years down the road, it would be nice if they could immediately know which package the person selected. I'm already selecting it from a drop down, there is no reason it can't be populated at the top o...

Created 08 Apr 20:14 by Guest

0 Gathering interest
2 Vote

The text "DRAFT COPY AND DATE" watermark shows on TOP of the estimate text and information.

The DRAFT COPY AND DATE ARE OBSCURING TEXT ON THE ESTIMATE PAGE. This is particularly harmful when making a copy of the page because it looks quite unpolished, not to mention that there is critical information for the clients we are all serving TH...

Created 25 Jun 11:47 by Guest

0 New
3 Vote

Social Security Billing

Seniors and/or disability SS gets their check either on the 3rd or 2nd, 3rd, or 4th Wednesday of the month.It would be good to mirror when they receive their funds in order to not cause any problems if they are on a tight budget.Secondly, it would...

Created 04 Feb 16:37 by Guest

0 Not being considered
2 Vote

Add more characters for cashiers checks that have a check number greater than 9 digits

Sitting with a family, especially one in a spend-down situation where they want everything to be as accurate as possible, and not being able to accurately enter the check number can be disconcerting. This is all about the family and making sure th...

Created 27 Apr 14:21 by Guest

0 New
2 Vote

Policy Total Column to show on Dashboard

As part of reporting numbers to various entities we often need to have the policy total. The only way of doing this via the portal, save the PDF and pull up that file, or click on their name wait for it to load and scroll down to that portion of t...

Created 01 Apr 15:06 by Guest

0 New
2 Vote

Attach copy of what family receives when docs are emailed

It would be nice to get to see what exactly the family is looking at when they receive the electronic signing docs so that if they are having a hard time figuring out how to complete the process we can see exactly what they're looking at and help ...

Created 14 Feb 15:27 by Guest

0 New
3 Vote

Enroll agents in Electronic Transfer Banking / CEO Commercial Electronic Office

This would allow agents to scan checks from the clients and make for a faster turn around in issuing the policy to the family. Especially helpful with cashier checks as those can not be an automatic withdraw. Makes Agents jobs sooo much easier.

Created 16 Sep 20:39 by Guest

0 Planned