Id: | 20515 |
Product: | finPOWER Connect |
Type: | FIX |
Version: | 4.00.03 |
Opened: | 27/07/2023 |
Closed: | 27/07/2023 |
Released: | 27/09/2023 |
Job: | J031666 |
External Parties; Personnel; "Add as User" does not bring the email address across from the Employment record
Adding a User from an External Party Personnel record would not pre-populate the email address from the Employment record, if available.
In finPOWER Connect Desktop, the User would have to manually type the email address in, even though it was already known. In finPOWER Connect Cloud, the creation of a User from a Client Employment is automatic (if an option in the wizard is checked to do so) so there was no opportunity to add the email address until the User was actually created, which could then be edited.
If the User Policy being used had the Email is mandatory? option checked, this would cause the User creation in finPOWER Connect Cloud to fail, as the email address wasn't automatically copied from the Client Employment record.
This has been fixed in both finPOWER Connect Desktop, and finPOWER Connect Cloud.
finPOWER Connect Desktop
The User creation from External Party Personnel form will now prepopulate the email address, if known.
finPOWER Connect Cloud
Any User being automatically created from the Client Employment HTML Widget will now have the email address populated on the User automatically. The Email is mandatory? User Policy flag no longer causes this to fail, unless of course no email has been added to the Client Employment record.