Client Connect Sample Portal; Close Quotation now available for Loan Accounts

The Client Connect Sample Portal now includes an option to view a Close Quotation for open Loan Accounts. This comes in the form of a button when viewing an Account, entitled "Close Quotation".

The proposed Close Date can be updated by the Client to see how the total balance due value varies.

The Client can also download a PDF copy of the Close Quotation (if configured on the Account Type). Note, this adds a Log to the Account.

The following Portal has been updated:

• CC (Client Connect)
• Version 1.01 (31/01/2020)