DIGicon Ideas

When you copy a policy to do the spouse's on the bankdraft section it keeps the previous spouse as the payer

Most of the time both husband and wife are on the checking account. But now we have to change the payer on the subsequent pmts and reenter the account info. If you don't you either have to get both signatures or if you forget you have to cancel signatures and go back and fix it. obviously this is not a huge workflow problem but anything to save time. And prevent multiple signatures. etc. 

  • Guest
  • Nov 14 2018
  • Shipped
I need it... Not Sure -- just thought it was cool
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