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  1. 38 votes
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    Anonymous shared this idea  · 
  2. 297 votes
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    Anonymous commented  · 

    Add the insurance policy's face amount to the Portfolio Beneficiary Report. Report only shows balance and when client has multiple policies with same company it is difficult to differentiate on the report.

    Please, Thank you!

    Anonymous supported this idea  · 
  3. 854 votes
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    Anonymous supported this idea  · 
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    Anonymous commented  · 

    or how about based on a specific date in the system like policy date>

  4. 51 votes
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    Anonymous commented  · 

    I spoke with Jenny today and she said she has heard about this several times. I do not think you need to substitute the Linked contact field with Job title though. It looks like there is plenty of real estate to just add job title field. This way, when i look at the employer, i can tell the person's actual role with the employer and select the correct person i need to contact. Wholesaler for a product company is a great example. If we have 10 contacts at a company and they all present as Employer/Employee and I need to contact the wholesaler (who presumably i don't know, because I am new here) then i have to click through to each individual linked contact to find that out. Make sense? I see this suggestion is old..please consider this modification. Thank you

    Anonymous supported this idea  · 

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