Article Details
Id:10893
Product:finPOWER Connect
Type:NEW
Version:1.06.07
Opened:07/02/2013
Closed:07/02/2013
Released:27/03/2013
Job: J011077

Combine Client; Notes, Cross Reference and Web data now merged

When combining two Clients, the following data will also be merged:

  1. The following details will also be merged if 'Transfer first Client's general details?' is checked.
    • Cross Reference
    • Notes
  2. The Alert Message will be transferred if one does not already exist in the Merged Client. (This is not optional.)
  3. Web Access.
    • A new option to merge Web Access data has been added.
    • If the Duplicated Client has web access but the Merged Client does not, the details can be merged.
    • If the Merged Client already has web access then nothing will be merged.