Article Details
Id: | 17147 |
Product: | finPOWER Connect |
Type: | FIX |
Version: | 3.03.03 |
Opened: | 30/06/2020 |
Closed: | 10/07/2020 |
Released: | 01/10/2020 |
Job: | J024540 |
Account Applications; Preloading Clients in Applicant Properties were not setting Client Type or Client Group
When pre-loading a Client as an Account Application Applicant in the "Applicant Properties" form, the Client Type and Client Group were not being set. This meant that individuals could be incorrectly configured as organisations or vice-versa.
This has now been fixed, and whenever a Client is preloaded via this form the Client Type and Client Group will be set correctly.