Combine Clients HTML Widget; updated Possible Matches table

The Combine Clients HTML Widget, Possible Matches table, has been updated. In this HTML Widget after selecting the Client to merge, a list of potential similar Clients is shown in a grid.

The logic on how this list is generated has been updated.

Previously, for Individuals, the Last Name had to match. Now, either the Last Name, Tax Number (IRD Number in New Zealand) or Date of Birth must match. For Sole Traders, the logic has been similarly updated.

Then, based upon other information the list is ranked, does the First, Last Names match etc., and displayed to the User.

In addition, the grid now highlights those values that are the same, e.g. Gender, Date of Birth, Name etc., by showing the cell's background as a shade of green depending on its importance, darker is higher importance.

The following HTML Widget has been updated:

• HtmlWidget_ClientCombine
• Version: 1.03 (03/05/2024)