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.