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.