Article Details
Id: | 21455 |
Product: | finPOWER Connect |
Type: | FIX |
Version: | 4.01.01 |
Opened: | 13/05/2024 |
Closed: | 16/05/2024 |
Released: | 24/06/2024 |
Job: | J033463 |
finPOWER Connect; Alert Message not being updated correctly
The following fields have been updated to use their Information List Defaults.
- Account
- When creating a new Account
- Alert Message (Information List AccountAlertMessages) now sets to default value
- Client
- When creating a Joint Client via the New Client Wizard. This only applies when the 'Restart the wizard to create a new Client based on this Client?' is checked on the last page of the Wizard.
- Title (Information List Titles) now sets to default value
- Alert Message (Information List ClientAlertMessages) now sets to default value
- Occupation (Information List Occupations) now sets to default value
- Security Statement
- When Accounts are linked to a Security Statement a Role can be selected. This is linked to the SecStmtAccountRoles Information List and now the default will be set when adding an Account.