Article Details
Id:21625
Product:finPOWER Connect
Type:NEW
Version:4.01.02
Opened:21/06/2024
Closed:25/06/2024
Released:12/09/2024
Job: J033766

HTML Widgets; Contact selection for sending messages now parameterised

The following Business Layer functions have been updated with optional parameters which can now be used in the HTML Widgets:

  • finMessagingSmsMessage.GetSourcePhoneNumbers
  • finSendEmailMessage.GetSourceEmailAddresses
  • finAccountFunctions.GetMessagingContactNames
  • finClientFunctions.GetMessagingContactNames
  • finAccountAppFunctions.GetMessagingContactNames
  • finDocumentCreate.GetContactDetails

The HTML Widgets used to send messages can now make use of those parameters to control which contact types will be included in selection lists. The following HTML Widgets have been updated:

  • HtmlWidget_DocumentCreate
    • Version: 1.10 (25/06/2024)
  • HtmlWidget_OutgoingCommunication
    • Version: 1.07 (25/06/2024)
  • HtmlWidget_EmailMessage
    • Version: 1.03 (25/06/2024)
  • HtmlWidget_SmsMessage
    • Version: 1.05 (25/06/2024)

The following Parameters have been added to HtmlWidget_DocumentCreate:

  • Include Broker
  • Include Dealer
  • Include Employees
  • Include Guarantors
  • Include Insurer
  • Include Manager
  • Include Other Roles

The following Parameters have been added to HtmlWidget_OutgoingCommunication:

  • For Accounts and Account Applications:
    • Include Broker
    • Include Dealer
    • Include Employees
    • Include Guarantors
    • Include Insurer (Account Only)
    • Include Manager
      • Parameter name is IncludeManagerAccount
    • Include Other Contact Methods (Account Only)
    • Include Other Roles
  • For Clients:
    • Include Email
    • Include Employments
    • Include Fax
    • Include Manager
      • Parameter name is IncludeManagerClient
    • Include Name
    • Include Other
    • Include Phone
    • Include SMS

The following Parameters have been added to HtmlWidget_EmailMessage and HtmlWidget_SmsMessage:

  • Include Broker
  • Include Dealer
  • Include Employees
  • Include Guarantors
  • Include Insurer
  • Include Manager
  • Include Other Roles

The default value for all Parameters is True (Include).