we need a way for CUS120 to check the digicon portal before it allows the user to key a contract that is in the portal

some of our DIGicon users have the ability to change the contract number in DIGicon to match a paper contract they completed by hand.  If they don't flag the contract in some way, it just looks like a regular paper contract and the New Business team processes it.  Then when the DIGicon processing team is following up on contracts that have not been completed or funded, we find that the contract has been entered in New Business.  Many times the contract was processed all the way through, commissions have been paid, etc.  We are left with a contract in the DIGicon portal that we can not process, but if we abandon it, the funeral home loses the data that was entered through the DIGicon client.

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  • Sep 23 2016
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