Article Details
Id: | 17628 |
Product: | finPOWER Connect |
Type: | FIX |
Version: | 3.03.04 |
Opened: | 18/11/2020 |
Closed: | 18/11/2020 |
Released: | 02/12/2020 |
Job: | J025526 |
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Permissions; Client.ShowUnmaskedTaxNumber was not respected on Client Form and Client Reports
The Client form was only masking the Tax Number when not in edit mode. Once in edit, a User who did not have this Permission Key granted could see Tax Numbers unmasked, which is incorrect.
This has been updated to respect the following rules (Note this logic only applies to the Client form, Tax Numbers can always be edited in the New Client wizard):
- If Tax Number has not been entered on the Client:
- Any User will be able to enter a Tax Number
- Once entered (and record saved), the below logic will be in effect
- If a Tax Number has been entered on the Client:
- Tax Number field will always be read-only, regardless of edit mode
- Tax Number will always show as asterisks
Additionally, the following Client Reports incorrectly displayed the full Tax Number when the Permission Key was not granted for a User:
- Client List
- Client Equity Report
This has been fixed, and now Users' without the Permission Key will see Tax Numbers as asterisks.