NEW4.01.01 · Released 24 June 2024
NEWfinPOWER Connect
Released in
4.01.01
24 June 2024
- Opened28 Apr
- Closed13 May
- Released24 Jun
Article 21391
Job J033378
Combine Clients wizard; updated matching logic
In the Combine Clients wizard, after selecting the Client to merge, a list of potential similar Clients is shown in a grid.
The logic on how this list is generated has been updated.
Previously, for Individuals, the Last Name had to match. Now, either the Last Name, Tax Number (IRD Number in New Zealand) or Date of Birth must match. For Sole Traders, the logic has been similarly updated.
The list is then ranked, based upon what information matches, and displayed to the User.
In addition, the grid now highlights those values that are the same, e.g. Gender, Date of Birth, Name etc., by showing the cell's background as a shade of green depending on its importance, darker is higher importance.