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Showing results for tags 'Beneficiary'.
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Procedure to duplicate the error: 1. Create a beneficiary named John Doe by entering John Doe as the Beneficiary in an asset. 2. Create a beneficiary named Jane Doe by entering Jane Doe as the Beneficiary in an asset. 3. Go to the View tab, expand Beneficiaries, click on Jane Doe, and then edit the properties of Jane Doe. 4. Change Jane to John and save the record. The system does not prevent a duplicate beneficiary.
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Although you can create a Beneficiary with just a single name (which the system assumes is a last name), when you subsequently edit the Beneficiary properties you can't save it with just a First or Last name. For example, if you created a beneficiary by typing "John" into the Beneficiary field of an asset, the system creates a Beneficiary with a Last Name "John". If you then go to the View tab and try to edit the properties of this Beneficiary, the OK button won't enable until there is both a First and Last name. Because of this restriction you can't move "John" from the Last Name to the First Name field.