| Id: | 11102 |
| Product: | finPOWER Connect |
| Type: | NEW |
| Version: | 1.06.08 |
| Opened: | 26/07/2012 |
| Closed: | 26/07/2012 |
| Released: | 28/05/2013 |
| Job: | J010084 |
 High Importance |
|
Decline/ Unwanted Accounts; new option to update status on Account rather than archive immediately
Previously, when a "Quote" Account was declined or unwanted it was added as an Archived Account and the Account was deleted.
Now, when Declining or Unwanting a Quote Account, the Account can simply have its status changed to "Declined" or "Unwanted", ie it can remain as an Account, but with a new Status. This means the Account will still be shown in Reports, have workflows etc.
WARNING: By default, declining or unwanting a Quote Account will still immediately archive the Account - this is to maintain existing behaviour. To change this, on the Account Type, Close Options page uncheck "Immediately archive Declined/ Unwanted Quote Accounts".
Note, the following built-in scripts have been updated:
"SummaryPage_Account_Status" updated to version 1.21 (9/04/2013)
"SummaryPage_Account_Financial" updated to version 1.24 (9/04/2013)
"SummaryPage_Account_Payments" updated to version 1.15 (23/04/2013)