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"