FIX4.01.00 · Released 29 April 2024
FIXfinPOWER Connect
Released in
4.01.00
29 April 2024
  1. Opened2 Feb
  2. Closed7 Feb
  3. Released29 Apr
Article 21162 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.