NEW4.00.03 · Released 27 September 2023
High Importance
NEWfinPOWER Connect
Released in
4.00.03
27 September 2023
  1. Opened4 Aug
  2. Closed17 Aug
  3. Released27 Sep
Article 20545 Job J031731

New "hashtag" HTML Templates added to support hashtagging in record Notes

Clicking on Hash Tags in Summary Pages now presents the same list of actions as finPOWER Connect Cloud.

Hash Tags will show the record Notes for the following main record types:

  • Accounts
  • Account Applications
  • Clients
  • Security Statements

NOTE: A new "Show Notes? option has been added to Global Settings, General, Summary Pages. This will show a "Notes" section in the standard Summary block for the above record type.

The following Standard Blocks have been updated to support this new functionality:

  • Account_Summary
    • Version: 1.14 (07/08/2023)
  • AccountApp_Summary
    • Version: 1.07 (07/08/2023)
  • Client_Summary3
    • Version: 1.04 (07/08/2023)
  • SecurityStmt_Summary
    • Version: 1.02 (07/08/2023)