Article Details
| Id: | 20864 |
| Product: | finPOWER Connect |
| Type: | NEW |
| Version: | 4.00.04 |
| Opened: | 19/10/2023 |
| Closed: | 26/10/2023 |
| Released: | 05/12/2023 |
| Job: | J032258 |
Task Manager 2; Quick Search folders; Can now be restricted to only include certain Record Types
Task Manager 2, Quick Search folders can now be restricted to only include any of the following Record Types:
- Account
- Account Application
- Account Archive
- Client
- Security Statement
- Workflow
NOTE: If no items are specified then Accounts, Account Applications, Clients and Security Statements are searched.
Also, if "Account Archive" is included, this does not respect the "Active" setting since Archived Accounts are, by definition, Inactive.