NEW4.01.01 · Released 24 June 2024
NEWfinPOWER Connect
Released in
4.01.01
24 June 2024
  1. Opened21 Nov 2023
  2. Closed9 May
  3. Released24 Jun
Article 21428 Job J032463

Global Settings; General; Search; New option to exclude non-current Client Contact Methods and Addresses

A new setting to "Do NOT include non-current Client Contact Methods and Addresses?" has been added to Global Settings, General, Search.

This setting is used differently in different places, as described below.

Client Search Form

This will exclude any Client where the matched Contact Method or Contact Address is not current, i.e.,

  • Historic is not checked
  • If a "Stop Date" is entered, this has not yet been reached

NOTE: If the Start Date for a Contact Method or Address is future date, this is ignored and the record will still be matched.

Quick Search 2

Because Quick Search works differently, the checks performed are slightly more limited:

  • Historic is not checked
  • If a "Stop Date" is entered, this has not yet been reached BUT ONLY if the Client record has been resaved

WARNING: If you are not using Quick Search 2, this will not be applied to Quick Searches.