Article Details
Id: | 18645 |
Product: | finPOWER Connect |
Type: | NEW |
Version: | 3.04.02 |
Opened: | 30/09/2021 |
Closed: | 01/10/2021 |
Released: | 02/12/2021 |
Job: | J027485 |
Account Roles, Product Types; added tooltips
To assist understanding when Insurance details on an Account Client are available, the following tooltips have been added:
- Product Types, Other page.
- "Include Client level Insurance details?" checkbox now has the tooltip "Both this and the 'Record Insurance Details' option in Account Roles must be checked for Client Insurance details on the Account to be available.".
- Account Roles, Options page.
- "Record Insurance Details?" checkbox now has the tooltip "Both this and the 'Include Client level Insurance details' option in Product Types must be checked for Client Insurance details on the Account to be available.".
So, for an Account Client to show the Insurance page, both checkboxes must be ticked. The Product Type (from the Account's Account Type) must allow, but also the Client's Role must allow.