Article Details
Id:20999
Product:finPOWER Connect
Type:NEW
Version:4.01.00
Opened:12/12/2023
Closed:12/12/2023
Released:29/04/2024
Job: J032613

Quick Search Summary; Client; New action to "Add New Account" if User has permission

An "Add New Account" action has been added to the Client Quick Search Summary when running from finPOWER Connect Cloud.

The following Summary Page Standard Block has been updated:

  • QuickSearch_ResultSummary_Client
    • Version: 1.13 (12/12/2023)

NOTE: This requires the "Account.Add" Permission Key and will not appear for "Deceased Individuals".