NEW4.01.00 · Released 29 April 2024
High Importance
NEWfinPOWER Connect
Released in
4.01.00
29 April 2024
  1. Opened18 May 2023
  2. Closed14 Dec 2023
  3. Released29 Apr
Article 21006 Job J031104

User Data; Account and Client User Data columns on the database increased from 10 to 20 fields

The number of separate User Data columns available for Accounts and Clients have increased from 10 to 20 fields.

User Data columns can be easily queried on as they are separate columns, compared to data stored in the UserData column - which is stored in XML format. However, UserData can store a virtually unlimited set of data.

The Tools, Global Settings, Accounts group, User Defined page and Clients group, User Defined page now allows additional Description and Information List to be defined.

The following functionality has been updated to utilise the new User Data:

  • Quick Search
  • Account Search
  • Client Search
  • Income Distribution
  • Reports
    • Range and Group By options
    • Account Reports
    • Client Reports