Release History
finPOWER Connect 2.00.01
FIX: User Detail Report; now omits Login "Windows integrated security" block if not licensed for the Enterprise Edition of finPOWER Connect
The User Detail Report now omits the "Windows integrated security" block in the Login section if not licensed for the Enterprise Edition of finPOWER Connect.
FIX: Admin, Users & Responsibilities; Mailbox page; for Australian Databases the incorrect fields are shown
For Australian Databases, under Admin, Users & Responsibilities, the Mailbox page shows the incorrect fields.
NEW: Declaration of Purpose sample VBA updated to cater for Account Applications
The following sample Declaration of Purpose VBA document has been updated to cater for Account Applications:
NEW: Documents Publish wizard; Updated to cater for Account Applications
The Documents Publish wizard has been updated to cater for Account Applications.
FIX: Page Sets; Standard Range 'Account Type Promotions' switches to 'Account Role'
Adding a DBCombo Page Object to a Page Set page that uses a Standard Range of 'Account Type Promotions' switches to 'Account Role'.
NEW: Sample Quotation VBA documents updated to cater for Account Applications
The following sample Quotation VBA documents have been updated to cater for Account Applications:
NEW: Documents; Create Log flag is now always enabled
The Create Log flag on the Options page of the Documents is now always enabled since in some cases, e.g., an Account Quotation document it makes sense to be able to configure this, even if the Document cannot be run from a Log or Standalone.
NEW: Account Accept Decline Warnings changes
The following changes have been made to Account Warnings which are viewed via the Account Accept/ Decline wizard:
NEW: Centrix NZ; new Credit Enquiry Service "Consumer Product Enquiry" added
Added support for Centrix Consumer "GetCreditReportProducts" product. This product is known as "Consumer Product Enquiry" within finPOWER Connect.
NEW: Web Browser control can now open external windows
The Web Browser control can now open external windows, e.g., specifying an anchor tag with a target='_blank' will open the anchor in the User's default Web Browser.
NEW: Account Calculations; now limited to calculating future schedule for existing Accounts to 300 years into the future
Previously an Account could take a long time to load as the calculation might generate 100s of thousands of future items.
FIX: Copy User Preferences; General, Internet page "Use details defined under Global Settings?" does not get copied to Users
The Copy User Preferences wizard does not copy the "Use details defined under Global Settings?" setting under the General, Internet section.
FIX: Quick Search; Text values that contained only numbers may not find records
Entering a text value that contained only numbers and could be mistaken for a date may not find any results, e.g., if a Client had an External Id of '06050104' the Client may not have been found.
FIX: Page Sets; Unhandled exception when resizing vertical splitter on Pages page
An unhandled exception may occur when resizing vertical splitter on Pages page directly after drilling down to view a Page and then cancelling the wizard.
FIX: Contact Methods; Removed Pager and Instant Messaging from Contact Type list
Removed Pager and Instant Messaging from the Contact Method Contact Type list.
FIX: Account Type; Overdue and Defaults, Overdue Basis not saving value of "None"
On the Admin, Account Type form, Overdue and Defaults page the "Overdue Basis" is not saving a value of "None" - it changes back to "Overdue".
FIX: Report Templates; Account History Report always overrides columns
A Report Template based upon the Account History Report always overrides columns as defined in the Layout page.
NEW: Import Information; ExternalId can now be supplied instead of ClientId
When importing information the ExternalId of a Client can now be specified to denote a Client.
FIX: User Defined Permissions; now allows items to be re-ordered
User Defined Permissions now allows items to be re-ordered via move up/ down buttons in the grid.
NEW: Import Information; a Client Contact Method can now include an embedded linked finClient
The XML file import now supports an embedded linked finClient for a Client Contact Method.
NEW: Log grids; Logs still to be actioned now shown in bold text
Logs still to be actioned are now shown in bold text. The following forms are affected:
NEW: Account Type Promotions; added User Data
Each Account Type Promotion can now store User Defined data.
NEW: New Client wizard; new option to make the date of birth for an Individual mandatory
There is a new option to make the date of birth for an Individual mandatory.
NEW: External Party Personnel; new permission to allow non-Administrators to create a User for the Employee
A new Permission Key has been added to control adding employees of an External Party as External Users in finPOWER Connect. Previously to do this you needed to be an Administrator.
FIX: New Account wizard; Account Type Promotions not being reset correctly
In the New Account wizard the Account Type Promotion was not being reset correctly the first time the Account Type page is shown.
FIX: Clients form; Contacts page, invalid icon in 'Flags' column of grid
A Phone Number contact for a Client incorrectly includes the option "Supports Pager". This has been removed.
FIX: Account Types; Credit Limit, "Overdue Limit Default" Threshold % value not saving
The Overdue Limit Default "Threshold %" value for Account Type Credit Limits was not saving.
NEW: New Client wizard; Cannot access Joint Name details in Wizard Validator script
In the New Client wizard there was no way to access the Joint Name details in a Wizard Validator script.
NEW: Global Settings; Identification Type added for Passport
Under Global Settings, Clients, General, an Identification Type can now be specified for Passport.
NEW: Account Type Promotions; added more Property Overrides, especially for Revolving Credit Loans
Added more Property Overrides for Account Type Promotions, especially for Revolving Credit Loans.
FIX: Report Templates; AccountHistoryList Reports do not give a warning re "DisplayColumns" parameter on Layout page
A Report Template based upon the AccountHistoryList Report does not give a warning re "DisplayColumns" parameter on Layout page, like "IncludeColumns" in other Reports.
FIX: Task pane item; setting Icon to "None" causes an error
Adding or editing a Task pane or Toolbar item and setting its icon to "None" causes an unhandled exception error.
NEW: Global Settings; Changes to Client and Web pages
The following changes have been made to Global Settings:
FIX: Account Type Promotions; not showing Property Overrides sub-headings
Property Override sub-headings on Account Type Promotions were not showing.
NEW: Colours for read-only controls are now the same for all themes
Colours for read-only controls are now the same for all themes.
FIX: Account Control Report; "Show New Account Statistics?" and "Show Closed Account Statistics?" add into Closing Balance line
In the Account Control Report, if the "Show New Account Statistics?" or "Show Closed Account Statistics?" options are checked the "Closing Balance" total line is incorrect.
FIX: Form Heading; Caption and Icon switch positions
On form heading the Caption and Icon switch positions when the form is refreshed.
NEW: Motorweb; new Alerts mailbox functionality added
A new "Alert" mailbox function has been added to complement the new Motorweb Security Monitoring system. For more information on Monitoring, see knowledgebase article #11443.
FIX: User Policies; Event Logging page "Changed Password" not saving correctly
On the Tools, Security, User Policies, Event Logging page the "Changed Password" option was not saving correctly.
FIX: Statistic Types; cannot import/ export via File, Import/ Export menu if not licensed for Advanced Clients Add-On
Statistic Types cannot be imported or exported via the File, Import/ Export menu unless licensed for the "Advanced Clients" Add-On.
FIX: Database Purge; Archiving Accounts may fail with an Unhandled exception
The Database Purge may crash finPOWER Connect when Archiving Accounts.
FIX: Publish Documents; if republishing documents, the Published date may display the incorrect day
In the Publish Documents wizard, if republishing documents, the "Published" date may display the incorrect day.
FIX: New User wizard; Roles grid buttons not working
The Roles grid buttons on the New User wizard were not working.
NEW: MotorWeb; add Test URL/ Mode option
A new Test URL and Test Mode option has been added for MotorWeb. The test URL is defined under Global Settings, and the Test mode setting is defined under User Preferences.
NEW: Client Warnings; No current Physical Address warning is now 'High' priority
Previously, the Client Warnings for 'No current Physical Address recorded' had a severity level of 'Low'. This has been made 'High' which is in line with the Postal Address warning.
NEW: Built-in Client Key Details Script now supports temporary Clients
The Built-in Client Key Details Script now supports summarising of temporary, unsaved Clients.
NEW: MotorWeb Add-On; add Security Monitoring
Security Monitoring of Motor Vehicles has been added to the MotorWeb Add-On. Note, this also requires the PPSR G2B Add-On.
NEW: Built-in Account Key Details Script now supports temporary Accounts
The Built-in Account Key Details Script now supports summarising of temporary, unsaved Accounts.
NEW: Security Items; added searching for item Reference
Searching for Security Item Reference is now supported.
NEW: Page Sets; Can now display 'Save' and 'Print' buttons
The Options page of the Page Sets form now allows Save and Print buttons to be displayed.