Beneficiary Repor
Hello
The Beneficiary Report now shows Beneficiaries listed in alpha order (NOT IDEAL)
The report previously displayed Primary then Contingent Beneficiaries. (IDEAL)
This began happening around June 14.
How to access the report.
Open Record>>Hover over Reports>>Select Record Reports>>Select Beneficiaries.
Topic Participants
Sheila Epps
Kylie Lanning
CRM Product Management