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.