Article Details
Id:9933
Product:finPOWER Connect
Type:NEW
Version:1.05.05
Opened:26/03/2012
Closed:18/04/2012
Released:08/05/2012
Job: J009302

Clients; Client Type Change wizard has been added to enable a client to be changed from an Individual to a Company, or a Company to an Individual

A new Client Type Change wizard has been added to enable a Client that has been added with the incorrect Client Type to be changed.

This is used to change the Client Type of a Client where the Client Type is from another Client Class, e.g.; from an Individual Client to an Organisation Client.

The menu permission for this wizard is deny by default.
The wizard is opened via the Client Type Change menu item on the Client menu.

NOTE: The Client Type cannot be changed to a Client Type from another Client Class if:
- the Client is a Special Client, i.e.; linked to a Branch or External Party
- the Client has linked Employments or Organisation Personnel