NEW4.00.03 · Released 27 September 2023
NEWfinPOWER Connect
Released in
4.00.03
27 September 2023
  1. Opened22 Aug
  2. Closed24 Aug
  3. Released27 Sep
Article 20644 Job J031859

HTML Widgets; New Client wizards; External Id and Cross Reference fields added

The New Client HTML Widgets (Individual and Organisation) have been updated to include the External Id and Cross Reference fields.

By default, these fields are hidden behind the Advanced options, but can be configured to display (or hide) by default by overriding the settings in finPOWER Connect Cloud Configuration.

Note: Regardless of Advanced setting, these fields will be hidden if the following options are unchecked:

  • User Preferences, Clients, General, Show the External Id field?
  • User Preferences, Clients, General, Show the Cross Reference field?

The following HTML Widgets have been updated:

  • HtmlWidget_ClientNew_Individual
    • Version: 1.19 (24/08/2023)
  • HtmlWidget_ClientNew_Organisation
    • Version: 1.17 (24/08/2023)