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".