Id: | 17449 |
Product: | finPOWER Connect |
Type: | NEW |
Version: | 3.03.04 |
Opened: | 21/09/2020 |
Closed: | 06/10/2020 |
Released: | 02/12/2020 |
Job: | J025096 |
Contact Methods; Phone and Email Contact Methods should not allow multiple Home/ Work/ Mobile options to be checked
Phone and Email Contact Methods should not allow multiple Home/ Work/ Mobile options to be checked as this potentially causes confusion or other issues.
For example, a Client Portal may show Home, Work and Mobile Numbers. If a Contact Method is set for both Home and Mobile the Portal shows the same value in both Home and Mobile. If the Client edits and changes or clears the Home Phone - both Phone Numbers are affected - which is confusing.
For now, when a Contact Method is saved a warning "WARNING: Phone Contact Methods should only be set to one of Mobile, Home or Work and not a combination. This option will be removed in a future release. Continue?" is shown and the user must confirm Yes.
In a future version of finPOWER Connect Contact Methods will only allow only option per Contact Method.
Note, please contact Intersoft Systems for assistance if you wish to analyse existing Contact Methods.