HTML Widgets; New Organisation Client; Full Contact Methods grid is now available

The New Organisation Client HTML Widget now accepts the new startup parameter, ShowFullContactsGrid, which when True (and the selected Client Group allows Contact method entry) will present a full Contact Methods page, similar to the finPOWER Connect Desktop version of the wizard.

If configured, this page is displayed:

• If there are matches, after the Matches page.
• If there are no matches, then after the Company Contact & Address Details page.

This page does not replace the existing 'flattened' fields, already displayed on the Company Contact & Address Details page. These flattened fields will show as they did before, based upon the configuration in the Client Group. The Contact Methods grid will also respect the Client Group configuration, but by default only show Contact Methods of type Other and Web Page. Of course, any other Contact Method can be manually added to the grid by the User.

Currently the Contact Methods grid is not directly editable. The Add button at the bottom of the grid must be used to add a new item, and the row drilldown must be used to edit an existing item.

Any Contact Method left in the grid without a value will not be added to the Client upon completion of the wizard.

Note: For the New Individual Client version of this change, see KB #21672

The following HTML Widget has been updated:

• HtmlWidget_ClientNew_Organisation
• Version: 1.24 (11/07/2024)