NEW1.06.00 · Released 1 August 2012

NEWfinPOWER Connect

Released in

1.06.00

1 August 2012

1. Opened2 Jul
2. Closed12 Jul
3. Released1 Aug

Article 10261 Job J009920

Clients; Additional Communication flags added when licensed for the Advanced Clients Add-On

The following communication flags have been added for Clients and can be used when licensed for the Advanced Clients Add-On:

• General - Letter
• General - Email
• General - SMS
• General - Phone (Voice)
• Marketing - Letter
• Marketing - Email
• Marketing - SMS
• Marketing - Phone (Voice)

These flags have been added to the New Client wizard and will show on the Client Details report.

Currently these flags are not used in internal functionality such as the 'SMS Message' and 'Email Message' wizards.

The Client List query has been updated to allow filtering based on communication flags. The following reports, based upon this query, can now use these filters:

• Client Details
• Client Equity Report
• Client List