Article Details
Id:11107
Product:finPOWER Connect
Type:NEW
Version:1.06.08
Opened:18/04/2013
Closed:24/04/2013
Released:28/05/2013
Job: J011480

New Account wizard; new option to default the Account Name based upon all "Owner" Client names

There is a new global option to default the Account Name based upon all "Owner" Client names.

A new global setting "Default Account Name from all Owner Clients?" has been added to the Accounts, New Accounts page. The default is unchecked to preserve the current behaviour of default the Account Name as the main Client's name.

If checked, each "Owner" client name is appended to the Account Name, separated by "&" and limited to 100 characters. "& Others" is added if more clients exist than included.

Note, the finAccountClient object now includes AccountRoleIdResolved and AccountRolePkResolved properties which resolve the Account Role where the Client is a Joint and the Account has not yet been saved. This changes also affects the IsOwner and RoleType properties.