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.