HTML Widgets; New Client HTML Widgets updated to include additional details

The new Client HTML Widgets (individual and organisation) have been updated to include additional details. These include:

• Client Type (added to the individual HTML Widget; already present in organisation on the button strip)
• Client Group
• Branch (if licenced)
• Client Manager User

Additionally, the new individual Client HTML Widget has an additional page, which allows for configuration of the following additional details:

• Individual number (if using in a supported country)
• GST number (if using in a supported country)
• Tax number (if using in a supported country)
• Martial status
• Dependants
• Occupation
• Residential
• Residency
• Salutation
• Addressee

Additional parameters have been added to the HTML Widgets to allow them to be configured as they were before to streamline Client entry. However, this new change allows for greater flexibility with what can be entered for the Client at the point of creation.

The following HTML Widgets have been updated:

• HtmlWidget_ClientNew_Individual
• Version: 1.11 (08/09/2020)
• HtmlWidget_ClientNew_Organisation
• Version: 1.09 (08/09/2020)