| Id: | 15617 |
| Product: | finPOWER Connect |
| Type: | NEW |
| Version: | 3.01.08 |
| Opened: | 16/03/2018 |
| Closed: | 30/10/2018 |
| Released: | 13/12/2018 |
| Job: | J020410 |
 Breaking Change |
|
Client Contact Methods; new flag added to determine whether the Contact Method directly relates to the Client
A new flag "Owned By Client?" has been added to Contact Methods to determine whether a Client Contact directly relates to the Client or not. If unchecked this indicates the Contact belongs to a related party, e.g. an Advisor or Next of Kin and should not be used to directly contact the Client.
Previously, the Category determined this; i.e. if it was blank it was assume this was the case; otherwise the category determined the type of Advisor etc that the Contact Method belonged to. Category is now only used to group contacts in the Contact grid.
Note, various Business Layer functions have been updated to reflect this change. For example, finClientFunctions.GetContactMethodsListEmail parameter "includeCategoryContactMethods" has been renamed "includeNotOwnedByClient".
Note, this has been flagged as a breaking change, although the system should still run as it did previously. However, if the Category is now set and the "Owned by Client" is checked the behaviour will be different.
The following standard Summary Page block has been updated:
"Account_Clients2" has been updated to version 1.04 on 30/10/2018.