Client Connect Sample Portal; Various enhancements

The following enhancements have been made to the Client Connect Sample Portal:

Expected Final

The Expected Final Date will now only show if the Account is Quote or Open and the balance is greater than 0.

Account Transaction Order

Transactions can now be ordered in date ascending order. This can be changed in the Portal Configuration HTML Widget

Opened from / Closed to Account

If an Account has been opened or closed from / to another Account (such as a maturing Deposit) the related Account will now be displayed in the Summary at the top of the Account page.

Closed Date

If an Account is closed the Closed Date is now visible.

Messages

The display has been improved when viewing the Messages page on a mobile device. The Conversation is now hidden by default, and the Client can select a topic. The messages are then displayed and the topics are hidden.

"My Payments" not working for Revolving Credit loans

The My Payments modal window was not loading for Revolving Credit loans. This has been fixed. Additionally the due days text has been improved for Revolving Credit loans.

Fonts

h1, h2, h3 fonts throughout the Portal have been updated to use the Google Font 'Poppins'.

The following Portal has been updated:

• CC (Client Connect)
• Version: 1.06 (12/10/2020)