NEW3.00.00 · Released 6 July 2016
NEWfinPOWER Connect
Released in
3.00.00
6 July 2016
- Opened15 Feb
- Closed17 Feb
- Released6 Jul
Article 13613
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.