HTML Widgets; Account Payment Arrangement; Quote Document can now be downloaded or emailed from the "Payment Details" page

For Account Types with a Payment Arrangement Quote Document configured, a new Download button is available on the Payment Details page of an Account Payment Arrangement. Clicking this button will present the user with a number of options, potentially.

• Download
• Email Main Client
• Email Broker
• Email Dealer
• Email Other Clients

The availability of the above options depends on if the User is configured to be able to send emails, and the availability of email addresses on each of the related records. The functionality here matches that of the Account Close HTML Widget when clicking the Summary button.

For use in HTML Widgets and finPOWER Connect Cloud, Documents configured as Payment Arrangement Quote will need to adhere to the new "ad-hoc" document design for finPOWER Connect Cloud. More information about this can be found in Knowledge Base Article #21248.

For Developers Scripting the Payment Arrangement Quote document, the finAccountPayArrangementAdd object is passed to the Document with a Parameter named "AccountPayArrangementAdd".

For more information about the Payment Arrangement Quote Document, see Knowledge Base Article #21182.

The following HTML Widget has been updated:

• HtmlWidget_AccountPaymentArrangementAdd
• Version: 1.15 (13/03/2024)