Client Connect Sample Portal; Clients can now assign a Nickname to their Accounts

Clients can now enter Nicknames for their Accounts in the Client Connect Sample Portal so long as the following Constants have been set correctly:

• Accounts_ShowAccountActions
• Account_Edit_Show

The Nickname can be updated in the "Quick Actions" menu on the "Accounts" page by clicking on the vertical ellipsis to the right of the Account. Or, by clicking the "Edit" button whilst viewing an Account.

Note: Account Nicknames cannot be changed if the Client is only a Guarantor of the Account.

The following Portal has been updated:

• CC (Client Connect)
• Version: 1.03 (16/04/2020)