Article Details
Id:15670
Product:finPOWER Connect
Type:NEW
Version:3.01.08
Opened:24/07/2017
Closed:05/11/2018
Released:13/12/2018
Job: J019349
High Importance

Quick Search; Results now tailored for Account Transaction entry

The Quick Search has been updated to allow contextual information to be specified.

A new context of "Account Transaction Entry" has been added.

This excludes non-Open Accounts from the Search (if Accounts are included under Global Settings, Search) and also any Clients without Open Accounts.

This is also used in finSummaryPageStandardBlocksBase.QuickSearch_ResultSummary_Client to re-order Client Accounts, i.e., not show Quotes, Archives and Applications by default when we're looking in the context of Account Transaction Entry.

The following forms have been updated:

  • Account Payment wizard
  • Account Transfer wizard
  • Account Withdrawal wizard
  • Bank Entry wizard
  • Transaction Entry wizard

The built-in Quick Search Summary Script has been updated:

  • SummaryPage2_QuickSearch_Summary - Version: 1.03 (5/11/2018)