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DIGicheck Example
Put a button of the Cash-with-App Payment Info screen for the DIGicheck example. When the button is clicked, the example picture pops up. This would prevent agents who know where the routing number and account number are from having to get rid of ...
Created 07 Mar 22:58 by Guest
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Receipt of Payment to Print for single pays
I have lots of clients ask for a receipt of payment that doesn't exist if they do a single payment and that payment has to be mailed in. Whether it's an investment account check or cashier's check or whatever, the client is always still wanting a ...
Created 08 Jun 16:37 by Tracy Bell
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I need another fillable box in our Goods & Services section titled 'Other Use of Facilities & Staff' if possible. Looks like they've been taken up by our 'Document Fee' and 'Crematory Fee' which we guarantee at our funeral home.
We still need a separate line to itemize a charge for staffing our reception room and memorial service but it's important that we continue to have our document fee and crematory fee guaranteed as well.
Created 30 Apr 16:47 by Guest
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DIGicon - APASI for Washburn
When an agent chnages a funeral home on a contract, the ASPASI link dissappaears. We need ro reset the APASI visibility whent he fuenral home chnages for Washburn, Nathan knows about this.
Created 28 Feb 16:40 by Jessie Martin
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Adding Conservator to drop-down of Relationship to Insured
Need to have a drop down option for relationship to insured to show conservator. Then on the application authorization form it should show "other" then conservator. Then under "other authorization to act for proposed insured/annuitant" the middle ...
Created 11 Feb 19:57 by Guest
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Digicon verification for the "opt-in" APASI contract
I recently did my first APASI contract as an opt-in addition to a digicon contract (OK1719732). The contract is already settled. When I was reviewing the settled contract in digicon, I noticed that the routing number and account number was not pre...
Created 10 Feb 21:11 by Guest
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Fix maiden name portion of Thoughtful Decisions Form
The maiden name does not always print
Created 05 Nov 16:35 by Guest
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Change Layout of Prearrangment Comparison Printout
The current prearrangement comparison report is hard to read. I would lessen the number of lines and make the height bigger. I've never been able to fill that whole page as it is now. It would just make it easier to read.
Created 24 Oct 19:12 by Guest
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Finalizing and Printing PDF Multiple at one time
When I finalize a husband's contract (for example) and then I pull up the PDF but don't want to print until after I finalize the wife's contract. When I finalize her's and pull up the PDF then the husband's PDF is gone. Therefore, I have to go bac...
Created 17 Oct 20:20 by Tracy Bell
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PUT THE DATE ON THE ESTIMATE!!!
I CAN TELL WHEN I DID A QUOTE-IT WOULD BE USEFUL FOR MANY REASONS
Created 30 Sep 22:56 by Guest
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