HTML Widgets; New Client wizards; Support for Identification has been added

The New Client wizard HTML Widgets have been updated to allow entry of Identification. The following Identification types are supported:

• Australia:
• Drivers Licence
• Passport
• Medicare
• New Zealand:
• Drivers Licence
• Passport
• United States:
• Drivers Licence
• Passport

The Identification page will only show if allowed by the currently selected Client Group and valid Identification Types have been configured in Global Settings (Clients -> General). If invalid Identification has been configured (e.g. a Drivers Licence has been configured as a Passport) then an error will be displayed under the appropriate heading on the Identification page in the HTML Widget.

Note: Data entry in the HTML Widget has been simplified compared to the windows form version of the New Client wizard. There is no grid where an infinite number of Identification Items can be added. This allows a flattened version which simplifies data entry.

Validation is performed at two stages:

• As the User types.
• Any errors will be displayed beneath the entry fields and will be updated when the User leaves a data-entry field.
• As the User moves to the next page.
• Any errors will need to be confirmed before the wizard will move forward.

The following HTML Widgets have been updated:

• HtmlWidget_ClientNew_Individual
• Version: 1.13 (03/02/2021)
• HtmlWidget_ClientNew_Organisation
• Version: 1.11 (03/02/2021)