Article Details
Id: | 17978 |
Product: | finPOWER Connect |
Type: | NEW |
Version: | 3.04.00 |
Opened: | 13/11/2018 |
Closed: | 29/03/2021 |
Released: | 30/06/2021 |
Job: | J021572 |
Email, SMS (old interface) wizards; better description of email, phone number selected
The Send Email and SMS (old interface) wizards, including Task Manager actions, have been enhanced when an Account is selected as follows:
- The Client's role within the Account is displayed
- For example, "as Borrower" or as "as Guarantor"
- A Client's linked Clients are highlighted
- For example, if a Borrower has their Lawyer linked via Contact Methods they will show as "[Lawyer Name] (Lawyer of [Client Name]) as Borrower"