Article Details
Id:19027
Product:finPOWER Connect
Type:FIX
Version:3.04.04
Opened:02/12/2021
Closed:25/02/2022
Released:09/06/2022
Job: J027941

Client/ External Party Employee drill down form; Adding a new Client does not paste back into Employee form

The Client/ External Party Employee drill down form supports adding a Linked Client.

After the Client has been added it should paste the new Client back into the Employee drill down form. This feature was broken in version 3.4.0. In addition, using the search and paste function will not work for the new Client.

Note; from version 3.4.0 the Employee drill down form supports both Organisations and Individuals. If Organisation was selected in the Employee form and an Individual was added in the New Client wizard it will not paste back into the Employee form. You will need to check Individual and then search or manually entered the Client. The same occurs if Individual was selected and an Organisation was added.