HTML Widgets; Account Client; New Clients can now be added directly from the Account Client HTML Widget

An add New Client button is now available to add a new Client directly from the Account Client HTML Widget.

Clicking this button allows the User to select Individual or Organisation and then enter the new Client. Upon completing the process, the generated Client Id will automatically populate the Client Id drop down box.

Note: For databases where there are only Individuals (or only Organisations) are used, the User will not be prompted prior to the New Client wizard opening.

A similar concept was recently implemented into the Client Contact Method HTML Widget, you can see more information about this here: KB #21235.

The following HTML Widget has been updated:

• HtmlWidget_AccountClient
• Version: 1.06 (04/07/2024)