Article Details
Id:20644
Product:finPOWER Connect
Type:NEW
Version:4.00.03
Opened:22/08/2023
Closed:24/08/2023
Released:27/09/2023
Job: J031859

HTML Widgets; New Client wizards; External Id and Cross Reference fields added

The New Client HTML Widgets (Individual and Organisation) have been updated to include the External Id and Cross Reference fields.

By default, these fields are hidden behind the Advanced options, but can be configured to display (or hide) by default by overriding the settings in finPOWER Connect Cloud Configuration.

Note: Regardless of Advanced setting, these fields will be hidden if the following options are unchecked:

  • User Preferences, Clients, General, Show the External Id field?
  • User Preferences, Clients, General, Show the Cross Reference field?

The following HTML Widgets have been updated:

  • HtmlWidget_ClientNew_Individual
    • Version: 1.19 (24/08/2023)
  • HtmlWidget_ClientNew_Organisation
    • Version: 1.17 (24/08/2023)