Article Details
Id: | 21162 |
Product: | finPOWER Connect |
Type: | FIX |
Version: | 4.01.00 |
Opened: | 02/02/2024 |
Closed: | 07/02/2024 |
Released: | 29/04/2024 |
Job: | J032851 |
Client Employment drilldown; adding linked Client defaults Individual instead of Organisation and vice versa
When entering Employment details for a Client in the Client Employment drilldown form, you can create and link a new Client at this point by clicking the green Add button to the right of the Client.
If "Organisation" is checked, the New Client form that is opened defaults for an Individual Client Type - and vice versa, if "Individual" is checked, the New Client form that is opened defaults for an Organisation.