Article Details
Id:20543
Product:finPOWER Connect
Type:NEW
Version:4.00.03
Opened:07/08/2023
Closed:08/09/2023
Released:27/09/2023
Job: J031733
High Importance

Global Settings form; General; Summary Pages; New option to "Show Notes?"

A new option to "Show Notes?" is available on the Global Settings form, General, Summary Pages page.

This will show the record Notes for the following main record types:

  • Accounts
  • Account Applications
  • Clients
  • Security Statements

NOTE: If hashtagging is enabled for record notes (Global Settings, General, Search), being able to view related records in the notes may be useful.

The following Standard Blocks have been updated to support this new setting:

  • Account_Summary
    • Version: 1.14 (07/08/2023)
  • AccountApp_Summary
    • Version: 1.07 (07/08/2023)
  • Client_Summary3
    • Version: 1.04 (08/09/2023)
  • SecurityStmt_Summary
    • Version: 1.02 (07/08/2023)