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"