FIX4.00.02 · Released 27 June 2023
FIXfinPOWER Connect
Released in
4.00.02
27 June 2023
  1. Opened2 May
  2. Closed4 May
  3. Released27 Jun
Article 20232 Job J030992

Document Manager; changing only the case of an Account, Client etc code fails to rename Document Manager folder

When changing the code of an Account, Client etc, the folder Document Files are located in is renamed.

However, if only the case of the code is changed, the save fails with "Failed to save Account. Failed to rename Document Manager Folder. Source Id has not changed.".

Note, under Global Settings, General group, Formatting page "Convert all Codes to UPPER CASE" must be unchecked to allow this.

Note, this applies to the following record types:

  • Account
  • Account Application
  • Client
  • Security Statement
  • User