Article Details
Id:16699
Product:finPOWER Connect
Type:NEW
Version:3.02.04
Opened:24/01/2020
Closed:03/02/2020
Released:11/02/2020
Job: J023593

Client Connect Sample Portal; Marketing Messages now available

The ability to have Marketing Messages personalised for the Client is now available.

A Marketing Message will display (if configured from the Portals Configuration manager) if there is a Client Log on the logged in Client which meets the following conditions:

  • The subject begins with "Marketing:" (excluding quotes)
  • The Action Date is not blank (i.e. has a value)
  • The current Database Date falls within the Action Date and Completed Date (Completed Date can be blank)
  • The notes field has at least one character

Note: HTML is supported in Marketing Messages.

There is template code in place which allows a dismiss button to display for each Marketing message.

This function uses Page Messages, and could be modified to work however you wish.

The following Portal has been updated:

  • CC (Client Connect)
    • Version 1.01 (29/01/2020)