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Life BTM Ideas Portal
Created by Sam McClain
Created on Aug 25, 2022

Primary Insured - Update Quick Transaction

When some updates are made to "Primary Insured - Update" QT, they carry to each PI/Owner/Payor role on the roles tab when parties are all the same person, but these changes do not carry to the "Owner - Update" and "Payor - Update" quick transactions. Added to AHA Idea board. 


Align to Feature for Configuration Updates

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  • Jenna James
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    Nov 10, 2022