November Release
Household Member Organization
Household members are now sorted with the Primary member list first, followed by Spouse, and then Dependents.
New Orion Total Assets Under Management Field
New field provides the total assets by household as of prior night's close.
Task Transparency
New My Team's Tasks provides transparency across all team members on tasks created by or assigned to their team.
Prospect Field Enhancements
Policy Coverage and Risk Profile sections are now available to update on the Prospect record. Redesigned the layout of the Overview section to match the Client record.
