NEW1.06.00 · Released 1 August 2012

NEWfinPOWER Connect

Released in

1.06.00

1 August 2012

1. Opened18 May
2. Closed25 Jun
3. Released1 Aug

Article 10229 Job J009651

Security Register Add-On; Archiving Quotes linked to Security Statements

Using the Accept/Decline wizard to set Quote Accounts to declined or unwanted will now delete the linked Security Statement if there are no other Accounts or Clients linked to the Security Statement.

If the quote is the only Account linked to the Security Statement (and there are no linked Clients) then the Security Statement is deleted.

If there is more than 1 linked Account or any linked Clients then the Account will be removed from the Security Statement.