Article Details
Id:21006
Product:finPOWER Connect
Type:NEW
Version:4.01.00
Opened:18/05/2023
Closed:14/12/2023
Released:29/04/2024
Job: J031104
High Importance

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