DIGicon Ideas

Currently we are unable to edit the Travel Plan for cases brought over from DIgicon. DIGicon can sell the Travel plan along with a preneed or on its own. Users need to be able to edit this so that they notify the FH if the plan was sold separately.

When abandoning contracts I have other reasons than what is given to choose from.

It is time consuming, it doesn't always work and has to be repeated. Why can digicon not work like other programs.

Should not have to check off who to add. If we entered them in on the pre-need, then they should be added automatically.

for future use of contract, wold be really grate if I could manually enter a discribiton of the visitation the family has chosen (ex. 2 hr, 3 hr, evening).

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...

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...

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...

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 ...

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...