Article Details
Id:9243
Product:finPOWER Connect
Type:NEW
Version:1.04.02
Opened:28/09/2011
Closed:05/10/2011
Released:25/10/2011
Job: J008277

External Parties can now be exported and imported

External Parties can now be exported and imported either via the External Parties form or from the Export and Import Information wizards.

Imported External Parties will always create a new linked Client record.

Only a sub-set of the linked Client is exported with the External Party. Exported Client information is:
Contact Addresses
Contact Methods
Employments (Personnel)
User Data

Importing External Parties via the Import Information wizard will not fail if certain linked records, e.g., BDM User and Disbursement Account do not exist. Instead, warnings will be displayed after all records have been imported.