Article Details
Id:21746
Product:finPOWER Connect
Type:FIX
Version:4.01.02
Opened:19/12/2023
Closed:25/07/2024
Released:12/09/2024
Job: J032663

HTML Widgets; Account Client; Insurance details now respects the Product Type setting

The Account Client HTML Widget was potentially displaying Insurance details when the Product Type did not allow Insurance details to be captured.

Insurance details can be entered for an Account Client if both of the following options are checked in the appropriate Administration Library:

  1. Product Types, Other, Include Client level Insurance details?
  2. Account Roles, Options, Record Insurance Details?

Previously, the Account Client HTML Widget was not checking the Product Type setting, which was incorrect. This has now been fixed.

The following HTML Widget has been updated:

  • HtmlWidget_AccountClient
    • Version: 1.06 (25/07/2024)