Article Details
Id:8671
Product:finPOWER Connect
Type:FIX
Version:1.03.02
Opened:11/04/2011
Closed:13/04/2011
Released:23/05/2011
Job: J007243

External Parties Add-On; The Client Group for Dealers, Brokers and Insurers were not defaulting from the Global Settings form.

1. Global Settings form, External Parties General page.
Default Client Groups are entered here for the different External Party types.

2. Adding an External Party (with a type of Dealer, Broker or Insurer).
The linked Client created was created with the Client Group that was defined as the General default.
It should have used the Client Group that is defined for the External Party type (E.g.; Dealer).

3. If a default is not entered for a specific External Party type, then the General default will be used.