Summary Pages; New Global Settings to refine what information is shown on Summary Pages and in Standard Blocks

New options have been added to the Global Settings form, General, Summary Pages page.

These options allow the information shown on Summary Pages and in Standard Blocks to be refined on a per-database basis. For example, for some companies, the Branch and Dealer might be information and should be shown on Account and Client summaries; other companies may be more interested in seeing an Account's Broker.

The following standard blocks (used in summary pages such as Account and Client Key Details) have been updated to respect these new options:

• Account_Summary
• Branch, Department, Dealer, Broker (also based on Account Type option), Bulk Funder
• Client Summary
• Branch
• Quick Search Summary for a Client
• Branch (this was previously shown but now respects the new option)

NOTE: Any Script code wishing to check these new options should do so via finSettingsUser rather than finSettings, e.g., check finBL.SettingsUser.SummaryPagesShowBranchResolved rather than finBL.Settings.SummaryPagesShowBranch. This allows for future flexibility, e.g., if some or all of these options can be overridden on User Preferences (there is no plan to do this).