Management Dashboard Reporting in finPOWER Connect Cloud
Management Reports are available to finPOWER Connect Cloud in the form of HTML Widgets and can be viewed in the form of interactive Dashboards.
Several of these reports are supplied with finPOWER Connect and these can be used as-is or as a starting point for creating your own, customised, reports.
Customising Themes via a Script
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.
HTML Widget Controls
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.
The Records View in finPOWER Connect Cloud
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.
Reporting in finPOWER Connect Cloud
The ability to run reports and export report data has been added to finPOWER Connect Cloud, our Web-based version of finPOWER Connect.
Tasks and Smart Lists in finPOWER Connect Cloud
The ability to view and manage tasks has been added to finPOWER Connect Cloud, our Web-based version of finPOWER Connect.
User Interface Enhancements and Customisations in finPOWER Connect Cloud
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.
finPOWER Connect Cloud Customisation
finPOWER Connect Cloud is the Web-based version of finPOWER Connect.
It exited beta at the beginning of March 2017.
Business Layer Help Options
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
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.