Article Details
Id: | 20969 |
Product: | finPOWER Connect |
Type: | NEW |
Version: | 4.01.00 |
Opened: | 22/11/2023 |
Closed: | 16/01/2024 |
Released: | 29/04/2024 |
Job: | J032473 |
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Reporting; Many Client reports can now be pre-filtered using Quick Search
If Quick Search 2 is configured for use, the following Client reports can now be pre-filtered using a Quick Search (e.g., to include only Clients that contain a certain Hashtag):
- Client Details
- Client Equity Report
- Client List
WARNING: Quick Search is used to "pre-filter" the report results and will return up to a maximum of 200 records.