NEW3.00.06 · Released 29 June 2017
- Opened17 May
- Closed8 Jun
- Released29 Jun
External Party Personnel; Employees can now be made available to Sub-External Parties
External Party Employees can now be made available to Sub-External Parties.
To do this, edit the External Party's Personnel/ Employee and check "Is Employee available to Sub External Parties?".
This means, when entering an Account or Account Application, the Dealer and Broker Employee can include not only their own Employees, but any high level Employees in the External Parties hierarchy.
Note, if the Employee does not belong to the Dealer/ Broker selected, an information note will be displayed.
For example, if there is a Dealer "Auckland", and they have Sub-Dealers for "Manukau", "Mount Eden" and "Takapuna", then you can now add an Employee to Auckland and they will be available for Auckland, Manukau, Mount Eden and Takapuna Dealers.
The following standard Summary Page blocks have been updated:
"ClientEmployment_Summary" has been updated to version 1.01 on 07/06/2017.
"ExternalParty_EmployeeSummary" has been updated to version 1.02 on 07/06/2017.