Article Details
Id: | 16065 |
Product: | finPOWER Connect |
Type: | NEW |
Version: | 3.02.00 |
Opened: | 06/05/2019 |
Closed: | 06/05/2019 |
Released: | 15/08/2019 |
Job: | J022245 |
Workflows; New flag for "Credit Enquiry" items to "Always perform an 'Individual' Enquiry for 'Organisation' type Clients"
A new checkbox has been added to the Credit Enquiry page of the Workflow Type Item wizard to "Always perform an 'Individual' Enquiry for 'Organisation' type Clients".
This means that within finPOWER Connect, when the Credit Enquiry form is opened for this Workflow Item, the "Enquire on the Person Acting for this Organisation" box will be checked.
In finPOWER Connect Cloud, this will force the "Individual" HTML Widget to be used when performing a Credit Enquiry.
NOTE: In finPOWER Connect Cloud, the "Service" must also be specified when defining the Workflow Type Item.