Article Details
Id:13528
Product:finPOWER Connect
Type:NEW
Version:2.03.04
Opened:23/12/2015
Closed:07/01/2016
Released:03/02/2016
Job: J016727

Account Applications; Updating of pre-loaded and new Contact Address and Contact Methods improved

When an Account Application Applicant is pre-loaded from an existing Client, the primary key of the contact method or address that the property has been loaded from is now recorded in a property with an 'Original' suffix, e.g., ContactEmailPkOriginal.

Previously, this was record into an un-suffixed property, e.g., ContactEmailPk.

When a Client is updated from an Applicant, the unsuffixed property will be updated with the primary key of the Contact Method that was created, e.g., ContactEmailPk will be set to the new Client Contact Method's primary key.

This prevents multiple new Contact Methods and Addresses being created on the Client (providing the Account Application Type is configured to create new records) every time the Applicant is updated and the Client is updated (which can be performed from the Applicant Properties wizard).