Article Details
Id:20310
Product:finPOWER Connect
Type:NEW
Version:4.00.02
Opened:18/05/2023
Closed:19/05/2023
Released:27/06/2023
Job: J031101

HTML Widgets; New Client; Name and Date of Birth can now be pasted into Identification Items if configured

The New Client HTML Widgets (Individual and Organisation) have been enhanced on the Identification page. If configured on the Identification Type, "Paste Name" and "Paste Date of Birth" buttons are displayed beneath each Identification Type. Clicking these buttons will paste the information entered on the first page of the wizards into the corresponding Identification Item.

Note: The options which allow this on the Identification Types must be checked for the buttons to be visible and the Permission Key "Client.IdentificationItems.Paste" must be set to allow. Additionally, a name must be entered before the "Paste Name" button will be displayed (Organisation HTML Widget) and a Date of Birth must be entered before the "Paste Date of Birth" button will be available (both Individual and Organisation HTML Widgets).

The following HTML Widgets have been updated:

  • HtmlWidget_ClientNew_Individual
    • Version: 1.18 (08/06/2023)
  • HtmlWidget_ClientNew_Organisation
    • Version: 1.16 (08/06/2023)