NEW1.06.00 · Released 1 August 2012

NEWfinPOWER Connect

Released in

1.06.00

1 August 2012

1. Opened9 Jul
2. Closed10 Jul
3. Released1 Aug

Article 10291 Job J009974

Workflows; Items targeting Account Client do not restrict accordingly

Workflow Items targeting individual Account Clients, i.e., when they have the 'Repeat this item for each Account Client?' box checked.

The following Item types now act as follows:

• Outgoing Communication. Now limits the Workflow Actions wizard so that only the appropriate Client's contact methods (SMS, Voice Phone and Email) are listed.
• SMS Document. Now sends only to the appropriate Client. Previously this would send to the Clients defined on the Document page.
• Email Document. Now sends only to the appropriate Client. Previously this would send to the Clients defined on the Document page.

NOTE: Non Email and SMS Documents, e.g., Word VBA templates must be coded correctly to respect the Workflow Item's Client.