Article Details
Id: | 19366 |
Product: | finPOWER Connect |
Type: | NEW |
Version: | 4.00.00 |
Opened: | 18/08/2021 |
Closed: | 19/07/2022 |
Released: | 21/12/2022 |
Job: | J027242 |
New Client Wizard; Akas can now be added when adding a new Client
Previously, to add Akas to a new Client, the Client would need to be added and then manually edited afterwards.
This has been updated so that Client Akas can be added during the New Client wizard, specifically on the page where the Name and Date of Birth etc. is added. This is only applicable for the "primary" Client being added, i.e., if a "joint" Client is being added Akas can only be added for the primary Client. Akas for the joint Client must be added after the New Client wizard has been completed.
Note: This is only available if the database is licenced for Advanced Clients.