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.