HTML Widgets; Client Contact Method; New Clients can now be added directly from the Client Contact Method HTML Widget where a Linked Client is supported

For Contact Methods which support a Linked Client, an Add New Client button is now available to add a new Client directly from the Contact Method HTML Widget.

Clicking this button allows the User to select Individual or Organisation and then enter the new Client. Upon completing the process, the generated Client Id will automatically populate the Linked Client Id drop down box.

Note: For databases where there are only Individuals (or only Organisations) are used, the User will not be prompted prior to the New Client wizard opening.

The following HTML Widget has been updated:

• HtmlWidget_ClientContactMethod
• Version: 1.16 (05/04/2024)