Custom Insurance Report Needs Beneficiary Information
I am trying to create a report that shows all our insurance clients I started creating a custom report. In the first screen, "Select an area you would like to report on", I selected INSURANCE. In creating the report, I found that there are ZERO beneficiary fields available to add to my report.
Please add Beneficiary Name, Beneficiary Type, and Beneficiary Percent and Beneficiary Note to the report options (all the fields we fill in the beneficiary area of the insurance screen). (see attached)
There are many fields that have nothing to do with insurance available to choose, i.e. 'website', 'no mail', 'risk tolerance'....and the list goes on. But beneficiary information, which is very integral, is not available. Please add it.