Id: | 12462 |
Product: | finPOWER Connect |
Type: | NEW |
Version: | 2.02.03 |
Opened: | 20/10/2014 |
Closed: | 27/11/2014 |
Released: | 04/12/2014 |
Job: | J014354 |
Company Lookup; new option to lookup Client information
From the Client form and the New Client wizard, a Company's details can be validated and updated from either the ABN Lookup service in Australia or the NZ Companies Office in New Zealand.
Find buttons next to the Name, Legal Name, Business Number and Company Number fields open a new Company Lookup form - searching for the Company based upon the button clicked, i.e. by Name if the Name Find button is clicked.
From the Company Lookup form you can select a Company and check which details to update back on the Client form, including Name, Legal Name, Business Number Company Number and Date Commenced.
Note, this requires the Credit Enquiry Add-On. In Australia the ABN Lookup service must be correctly configured under Global Settings. In New Zealand the NZ Companies Office service must be correctly configured under Global Settings.