DIGicon Ideas

The first letter of information such as name, city etc should default to a capital letter

The current format with tabs within the G&S and payment Options tabs can be confusing to agents. it would be helpful if they had a list format similar to the Legal Parties and Auth & Disc tabs.

If we could hold OTG also, example customer has to transfer some funds for the next day processing. You are using the same bank account. Customer signs then you are all done. No need to create a separate contract for OTG. Why do more work, when yo...

Currently, the width of the tab only goes so far. In most cases, I can't see the full names of people making it difficult to know which is the correct lead.

Currently, we just have a single search. A lot of times, I will search a last name but that last name is also one of the cities around my area. So, it pulls all of those contracts/leads, which makes it harder to search for the right person. If we ...

When pre-planning we collect information that will be used on the customers death certificate. One of the fields requires the names of the deceased parents including mother's maiden name. Being able to print out the vital statistics having that in...

SC Death Certificates require the Spouse Maiden Name. We use Memorial Guide to prepare that prior to Family Appointment. We already Collect the info, It just does not Print anywhere.

It wastes too much paper having to print the 2nd page of the policy descriptions just for an estimate, especially if you have to print more than one or make changes and print it again.

When marking as Emergency Contacts, it adds that person to Pipeline Deals. But if you don't save it right away, you may forget who actually referred them. It would be nice to have a way to either search for that person by the person tab, or when i...

When we email a quote or finalized contract, maybe we could have a place in Digicon to keep track of when they were last emailed. I say this because we don't have record of it in Outlook after it is sent through Digicon. This way, we don't email i...