Account and Client wizards in finPOWER Connect Cloud
Certain forms within finPOWER Connect Cloud are fixed, e.g., the Client Log form.
Others forms, however, are implemented as system-supplied HTML Widgets and can be substituted by custom HTML Widgets, thereby allowing an unprecedented level of customisation.
Three new forms are the Account Credit Limit Change, Account Monitor Category Change and Account Statement Change wizards.
Management Dashboard Reporting in finPOWER Connect Cloud
Management Reports are available to finPOWER Connect Cloud in the form of HTML Widgets and can be viewed in the form of interactive Dashboards.
Several of these reports are supplied with finPOWER Connect and these can be used as-is or as a starting point for creating your own, customised, reports.
Electronic and Digital Signature Technology
There is some confusion regarding the difference between electronic and digital signature technology with people thinking the two are the same thing. However, the two signature types are different and it is important to understand how, otherwise your business could be exposed to additional risks.
Here is a really good video that clearly explains the different between the two from one of key partners:
finPOWER Connect integrates with Secured Signing to provide a seamless process of getting important documents signed electronically.
For more information on the Electronic Signature Module for finPOWER Connect please see finPOWER Connect Electronic Signatures Add-On.
Movember - Lets do this!
It is that time of the year again. Brownie points have been cashed in, favours negotiated and permission granted! The Men of Intersoft are doing MOvember, much to the irritation of their partners and family members! This year it is even bigger than before with the Brisbane office laying down the challenge to the Napier office to see who can produce not only the best of follicle fashion, but also who can raise the most money for Men's health.
So far... and we are only a couple of days into the month … we have raised over $1,500 for this great cause.
We are sure that most of you will have been affected at some point by issues relating to Men’s physical and mental health. A donation will go on to help prevent these issues in the future. To make your donation, you can donate here to the MoPOWER Connect team or https://moteam.co/mopower-connect to see individual team members and their updates and progress.
Please support this great initiative, and thank you to those that have already donated.
Customising Themes via a Script
The finPOWER Connect Cloud theme can now be customised via a Script.
This allows different colours and/ or logos to be defined based on the signed in User, e.g., a Dealer or Broker-based theme.
HTML Widget Controls
Controls for HTML Widgets are now provided to make creating HTML Widgets easier and to provide functionality required to implement customisable forms in finPOWER Connect Cloud.
The Records View in finPOWER Connect Cloud
Records, such as Accounts and Clients, can be opened from many sources, e.g., via a Search, or a hyperlink on a summary page.
The "Records" view is where records are displayed and, as such, is where users will likely spend the majority of their time in finPOWER Connect Cloud.
Reporting in finPOWER Connect Cloud
The ability to run reports and export report data has been added to finPOWER Connect Cloud, our Web-based version of finPOWER Connect.
Tasks and Smart Lists in finPOWER Connect Cloud
The ability to view and manage tasks has been added to finPOWER Connect Cloud, our Web-based version of finPOWER Connect.
User Interface Enhancements and Customisations in finPOWER Connect Cloud
We are always looking at ways to enhance the finPOWER Connect Cloud user interface to provide the best possible experience on both desktop computers and mobile devices.