Beneficiary Report
ISSUE: This Beneficiary Report is sorted alphabetically by name instead of Primary then Contingent.
POSSIBLE RESOLUTION: updating to sort the beneficiary type field to Descending.
We would love to use these reports for client review meetings however, the formatting layout is difficult to present to clients.
FYI Prior to June 14 2019 this report did display Primary then Contingent
Topic Participants
Sheila Epps
CRM Product Management