finPOWER Connect Cloud 3.05.01 Enhancements

Friday, 17 August 2018 by Paul Hammond

Payment Arrangements, Withdrawals and the ability to edit more Client information has been added to finPOWER Connect Cloud.

This is the first step towards being able to edit all of the main record types in finPOWER Connect Cloud.

Our online demo lets you check out the latest build of finPOWER Connect Cloud.

This is regularly updated to show new features and may not match screenshots shown in this article.

Business Layer Training - Web Services

Monday, 13 August 2018 by Martin Elsworth

This Business Layer training session looks at finPOWER Connect Web Services administration, demonstrates the Test Web Services facility in finPOWER Connect and how to create, test and run custom Web Services Scripts.

Watch the video here.

Custom Database Indexes

Tuesday, 31 July 2018 by John Rickard

Intersoft Systems tries to ensure finPOWER Connect provides the best possible performance for the majority of its Users. However, it is impossible to pro-actively ensure every combination of usage is best catered for. Therefore, there may be instances where adding custom indexes to finPOWER Connect will further improve performance.

Note, there are always performance trade-offs when adding custom indexes. For instance, creating an index to improve performance in one area could impair performance in another, e.g. when inserting or updating data into the database.

This blog provides some rules around adding custom indexes.

Centrix Client Monitoring Service

Monday, 11 June 2018 by Paul Thompson

What is it?

The Centrix Monitoring service is like having your own staff member in Centrix monitoring your clients. Each time something happens to one of your clients, Centrix sends you an email detailing the changes and alerting you to the change in your client’s status. This is great for keeping track of your clients, getting ahead of the collections process and giving you greater visibility over your client base. You can receive e-mail notifications on a monitored client for the following events:

Business Layer Training - Electronic Signature Documents

Friday, 8 June 2018 by Martin Elsworth

Electronic Signatures

This blog article demonstrates how to configure an ISWord Document to use Electronic Signatures. It contains code snippets that feature in our sample eSignature Documents. These samples should provide a good base and starting point for anybody looking to develop ISWord Documents with Electronic Signature functionality.

Business Layer Training - Overriding Summary Page Blocks and Application Shortcuts

Wednesday, 16 May 2018 by Martin Elsworth

Following on from last week's look at Summary Page Scripts, this Business Layer training session demonstrates how to test Summary Page Scripts, override system Summary Page Standard Blocks and create Application Shortcuts via Script Code.

Watch the video here.

Business Layer Training - Summary Page Scripts

Thursday, 10 May 2018 by Martin Elsworth

This Business Layer training session discusses Summary Page version 2 Scripts. We take a look at how we can modify existing system Summary Pages as well as creating our own using custom and built-in Summary Page Blocks.

Watch the video here.

Business Layer Training - UI Relationship and debug options

Thursday, 26 April 2018 by Martin Elsworth

This Business Layer training session explores the relationship between the finPOWER Connect User Interface and the Business Layer and demonstrates some helpful User Interface forms and options. We also look at the different ways in which we can debug Scripts and make use of the now context sensitive, Business Layer Help.

Watch the video here.

Business Layer Training - Business Layer Basics

Wednesday, 18 April 2018 by Martin Elsworth

This Business Layer training session looks at some of the fundamental principles and structure of Scripts and objects in the Business Layer. We look at the concept of Return Values and why it is so important to check them in our Scripts, as well as explaining Global Collections and how they can be used to optimise our code. We also take a look at Global Constants and how they can be used to hold values that can be accessed from multiple Scripts/Workflows/Documents etc..

Watch the video here.

Business Layer Training - Business Layer Utilities

Wednesday, 11 April 2018 by Martin Elsworth

This Business Layer training session looks at functions and utilities available in the finPOWER Connect Business Layer. Throughout the Business Layer there are a number of functions and methods that can be called from a Script to perform actions against various Business Layer objects. We will demonstrate where to find these functions and how to use them, as well as exploring the Business Layer Runtime library, which contains useful helper methods for handling dates, text, numbers, files etc..

Watch the video here.

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