Account Applications; "ShowSchedule" Form Action is now supported from pages other than "Quotes"

The Account Applications form in finPOWER Connect Desktop supports a built-in ShowSchedule Form Action. When added, this was only designed to be run from the Quotes page, and therefore relied on a Quote tab being selected.

If the ShowSchedule Form Action was called elsewhere (from a custom Summary Page, for example), the behavior of the action was unpredictable. This has been enhanced with the following:

• If the User is on the Quotes page; the ShowSchedule Form Action will show the schedule for whichever Quote-tab is selected.
• If the User is on a page other than Quotes:
• If there is only 1 Quote, that will be used to display the Schedule.
• If there are multiple Quotes, the User will be prompted to select which Quote they wish to view the Schedule for. The Selected Quote will be defaulted in the Combo Box.
• Note: If multiple Quotes have the same name, only the schedule for the first instance of the name will ever be displayed. Therefore, it is recommended that Quotes have unique names.
• For Accepted Account Applications, the first item in the list will be the Account generated from the Application. The schedule displayed will be the actual Account schedule.