NEW3.02.00 · Released 15 August 2019

NEWfinPOWER Connect

Released in

3.02.00

15 August 2019

1. Opened6 May
2. Closed6 May
3. Released15 Aug

Article 16065 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.