Refinance Accounts; Declined/ Unwanted enhancements

Enhancements to finPOWER Connect have been made for Declined or Unwanted Refinanced Accounts.

The Archive Type field stored on the AccountArchive record now distinguishes between a Quote begin declined/unwanted and a pending refinance begin declined/unwanted.

1. Client form, Accounts page; Status now shows as "Refinance Declined" or "Refinance Unwanted" instead of just "Declined" or "Unwanted".

2. Account Archive drilldown now shows "Refinance Declined" or "Refinance Unwanted" instead of just "Declined" or "Unwanted" in the form heading sub-title and summary page Summary block.

3. The Account audit log now includes a hyperlink to open the archived Account. Note, this is only applicable for Refinanced Accounts Declined or Unwanted after version 1.6 has been installed.

4. The Account audit log drilldown now includes an "Account Archive" page which shows the archived Account.