Article Details
Id: | 15741 |
Product: | finPOWER Connect |
Type: | NEW |
Version: | 3.01.10 |
Opened: | 10/12/2018 |
Closed: | 19/12/2018 |
Released: | 05/02/2019 |
Job: | J021651 |
HTML Widgets; Account Refinance wizard now available
A new system-supplied HTML Widget implementing the "Account Refinance" wizard has been added.
Notes:
- The current implementation of this wizard is a much simplified version of the full finPOWER Connect wizard.
- Over time the wizard may be enhanced - but processes like this are typically simplified in the web interface anyway.
- The wizard only supports creating a new Account.
- It's not suitable if they are using Promotions, and doesn't let you change the Product Type - only the Account Type.
- Security Statements are linked to new Account.