HTML Widgets; Fields added to the Account New Widget

The following new options have been added to the New Account HTML Widget:

• "Is Quote Ready to be Opened?"
• Quote Notes

These fields appear on the "Finalise" page of the Widget. The "Is Quote Ready to be Opened?" will set the Date Ready field to todays Date if checked. The Quote Notes will update the Notes field on the Quote. Both these fields can be viewed on the Key Details page.

The following HTML Widget has been updated:

• HtmlWidget_AccountNew
• Version: 1.25 (16/05/2024)