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).