Customising Themes via a Script

Friday, 1 September 2017 by Paul Hammond

The finPOWER Connect Cloud theme can now be customised via a Script.

This allows different colours and/ or logos to be defined based on the signed in User, e.g., a Dealer or Broker-based theme.

Our online demo lets you check out the latest build of finPOWER Connect Cloud.

NOTE: This is regularly updated to show new features and may not match screenshots shown in this article.

HTML Widget Controls

Monday, 14 August 2017 by Paul Hammond

Controls for HTML Widgets are now provided to make creating HTML Widgets easier and to provide functionality required to implement customisable forms in finPOWER Connect Cloud.

Our online demo lets you check out the latest build of finPOWER Connect Cloud.

NOTE: This is regularly updated to show new features and may not match screenshots shown in this article.

The Records View in finPOWER Connect Cloud

Wednesday, 5 July 2017 by Paul Hammond

Records, such as Accounts and Clients, can be opened from many sources, e.g., via a Search, or a hyperlink on a summary page.

The "Records" view is where records are displayed and, as such, is where users will likely spend the majority of their time in finPOWER Connect Cloud.

Our online demo lets you check out the latest build of finPOWER Connect Cloud.

NOTE: This is regularly updated to show new features and may not match screenshots shown in this article.

Reporting in finPOWER Connect Cloud

Monday, 26 June 2017 by Paul Hammond

The ability to run reports and export report data has been added to finPOWER Connect Cloud, our Web-based version of finPOWER Connect.

Our online demo lets you check out the latest build of finPOWER Connect Cloud.

NOTE: This is regularly updated to show new features and may not match screenshots shown in this article.

Tasks and Smart Lists in finPOWER Connect Cloud

Tuesday, 20 June 2017 by Paul Hammond

The ability to view and manage tasks has been added to finPOWER Connect Cloud, our Web-based version of finPOWER Connect.

Our online demo lets you check out the latest build of finPOWER Connect Cloud.

NOTE: This is regularly updated to show new features and may not match screenshots shown in this article.

User Interface Enhancements and Customisations in finPOWER Connect Cloud

Wednesday, 14 June 2017 by Paul Hammond

We are always looking at ways to enhance the finPOWER Connect Cloud user interface to provide the best possible experience on both desktop computers and mobile devices.

Our online demo lets you check out the latest build of finPOWER Connect Cloud.

NOTE: This is regularly updated to show new features and may not match screenshots shown in this article.

finPOWER Connect Cloud Customisation

Friday, 3 March 2017 by Paul Hammond

finPOWER Connect Cloud is the Web-based version of finPOWER Connect.

It exited beta at the beginning of March 2017.

Our online demo lets you check out the latest build of finPOWER Connect Cloud.

NOTE: This is regularly updated to show new features and may not match screenshots shown in this article.

Business Layer Help Options

Tuesday, 14 February 2017 by Martin Elsworth

From finPOWER Connect version 2.03.00, Business Layer help is included with the finPOWER Connect installation. This means that the separate help file that was previously supplied is no longer required.

Business Layer help is always available from the Script code page, but the best enhancement is context sensitive help. It is now possible to directly access help for a specific method, function or object without having to search for it.

Introducing finPOWER Connect Cloud

Wednesday, 28 September 2016 by Paul Hammond

finPOWER Connect Cloud is the up-coming Web-based version of finPOWER Connect.

In this first Blog article, we will introduce finPOWER Connect Cloud and give a basic overview of its functions.

Our online demo lets you check out the latest build of finPOWER Connect Cloud.

NOTE: This is regularly updated to show new features and may not match screenshots shown in this article.

Time Zone handling in finPOWER Connect 3

Thursday, 4 August 2016 by John Rickard

Available from finPOWER Connect version 3.00.00.

You can now easily handle Time Zones within finPOWER Connect - especially important for Australian Users.

Without a Time Zone, a "date and time" could mean different things depending where you are. Midday in Sydney is 10am in Perth. Daylight Savings also complicates date and times.

So, now when you are entering a Date and Time you can include a Time Zone as well.

Time Zone entry in an Account Log