NEW3.01.08 · Released 13 December 2018
High Importance
NEWfinPOWER Connect
Released in
3.01.08
13 December 2018
- Opened24 Jul 2017
- Closed5 Nov
- Released13 Dec
Article 15670
Job J019349
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)