NEW4.01.00 · Released 29 April 2024
High Importance
NEWfinPOWER Connect
Released in
4.01.00
29 April 2024
  1. Opened22 Nov 2023
  2. Closed16 Jan
  3. Released29 Apr
Article 20969 Job J032473

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.