Article Details
Id:13613
Product:finPOWER Connect
Type:NEW
Version:3.00.00
Opened:15/02/2016
Closed:17/02/2016
Released:06/07/2016
Job: J016934

Record bookmarking added

Records can now be bookmarked via a Bookmark icon in the top-right of the record's Form Heading area.

The following forms have been updated to support bookmarking:

  • Accounts
  • Account Applications
  • Clients
  • Security Statements
  • Workflows

A new "Bookmarks" tab is available in the Task Pane. This allows bookmarks to be viewed and deleted (by right-clicking the grid row). Bookmarks can also be filtered to display only Account or Client bookmarks.

Bookmarks are user-based.