Article Details
Id:20449
Product:finPOWER Connect
Type:FIX
Version:4.00.03
Opened:13/07/2023
Closed:17/07/2023
Released:27/09/2023
Job: J031558

Account; creating a new Security Statement from an existing Account now brings across the Branch and Manager

If an existing Account is not linked to a Security Statement you can, from the Security page, click "Open" and then answer Yes to "There is no Security Statement linked to this Account. Do you want to add a new Security Statement?" to create one.

This opens the Security Statement form and defaults the Code and adds the Account to the list of linked Accounts.

However, it now also defaults the following properties from the Account:

  • Branch
  • Manager