DIGicon Ideas

1 Vote

Improve the way letters, bills, coupon books, etc are sent out to clients and to staff

I come across this frequently in different parts of communication. I received 2 "Pending Lapse" letters for 2 clients via email on Dec 30 when in fact they had already lapsed on that date or the day before. These were both 2nd notices but why did ...

Created 06 Jan 21:01 by Tracy Bell

New
1 Vote

One website for everything - CRM / OA / Digicon or any combo of these

Is there anyway possible to stream line everything we do as agents? It would be awesome if our CRM / Online Access / Digicon could ALL be together. Even to combine the CRM / OA or CRM / Digicon would still be amazing!!!! These systems don't commun...

Created 06 Jan 20:53 by Tracy Bell

Future consideration
2 Vote

color code DIGITouch dashboard so that SOLD pipeline leads are easy to spot

I am trying to clean up DIGicon Dashboard & also do a Lunch & Learn Invite. I see a PLD lead & have to open it to see if it is SOLD.

Created 01 Mar 23:00 by Guest

Not being considered
1 Vote

Make the Tools> User Preferences > Pmt Info Defaults > Inflation Rate field accept a complete rate with decimal values

Currently on release 21.4.30t you must select/highlight each individual digit and type that one digit. Then select/highlight/type the next digit etc. This is limiting my current DEV-1761 Pmt info Defaults test on that field to a single digit.

Created 01 Dec 20:46 by Robert Durham

Already exists
1 Vote

Make DIGicon compatible with Mac computers or especially iPad.

Using DIGicon with iPad would make signing easier for families.

Created 24 Nov 16:59 by Guest

Already exists
1 Vote

Make DIGicon compatible with Mac computers or especially iPad.

Using DIGicon with iPad would make signing easier for families.

Created 24 Nov 16:50 by Guest

New
1 Vote

Legal Questions have to be re-answered every time a contract is closed

I've noticed that every time a contract is closed , after I reopen it, I have to go back and answer the legal questions again and reverify

Created 04 Nov 17:41 by Guest

Already exists
2 Vote

Add extra lines in goods and services for Hairdresser etc

No description provided

Created 08 Sep 00:07 by Guest

Planned
1 Vote

A discount percentage field in the goods and services section.

This is Leland testing DIGicon under Julie Skinner's login. I had received a chat from another agent (Dorothy McElroy) and she was asking if she could add a 5% discount to the G&S section but I told her she would need to calculate it and enter...

Created 05 Oct 14:55 by Guest

Gathering interest
2 Vote

Save a PDF of Contract on Finalizing

We are having numerous reports of printing issues when agents try to open contract documents in Adobe Reader. If a PDF of the finalized contract was just saved to an agent's documents folder it would give them another easy way to print or email.

Created 29 Jun 13:48 by Guest

Not being considered