Clients; Automatic setting of "Salutation" and "Addressee" fields improved

The way in which default Salutation and Addressee values are now saved on a Client has been improved, providing default values have been configured in Global Settings, Clients, New Clients.

Previously, the defaults were only being applied for Organisation Clients, incorrectly excluding Individuals. This has been fixed and now the defaults are always applied, regardless of Client Type.

Additionally, the defaults were previously only applied if no Salutation or Addressee were entered. This meant that they would not automatically update if there was a change to the Clients name.

In order to improve this the following logic has been implemented; in a scenario where the Client Name (or portion of it) has been updated: If the Salutation / Addressee matches the default value (from Global Settings) using the original name, it will be overridden with the new version of the Salutation / Addressee.

For example:

• Default Addressee value in Global Settings: [Title][FirstName][LastName].
• Client's Name was "Miss Jane Doe".
• Default Addressee will be set to: "Miss Jane Doe".
• The Client's Name is then updated to: "Mrs Jane Smith".
• Previously, the Addressee would not have changed. But now, because the current Addressee matches the Global Setting format, just with the old name, it will be updated to "Mrs Jane Smith".

Additionally, if a Clients Addressee or Salutation does not match the Global Settings default (i.e. it has been set manually), the User will be prompted if they want to update to match the default value. This prompt is displayed at the point the value is updated, and the User attempts to navigate away from the input control.