Article Details
Id:12327
Product:finPOWER Connect
Type:NEW
Version:2.02.02
Opened:29/09/2014
Closed:16/10/2014
Released:07/11/2014
Job: J014195

Quick Search; New User Group option to include "Filtered Out" Clients

A new option is available on the User Groups form, General page to "Include filtered out Clients in Quick Search".

This option is disabled by default.

If checked, then all Clients, regardless of whether they are filtered out, will be included in the Quick Search results.

The HTML summary for filtered out Clients will only show the following if a Client is filtered out:

  • Code
  • Name
  • Branch (this is new to the summary)
  • Gender
  • Date of Birth
  • Address

Additionally, a warning will be displayed that the User does not have permission to view the Client.

The following built-in summary page standard blocks have been updated:

  • QuickSearch_ResultSummary_Client, Version 1.03, Last updated 16/10/2014

NOTE: The finQuickSearchResult business layer object now has an IsFilteredOut property that can be used to restrict what information is displayed.