Form Overrides; Client Banking Details

The built-in Client Banking Details desktop form can now be overridden with its HTML Widget equivalent.

This is configured under Tools, Web, finPOWER Connect Cloud Configuration, Client, Client Banking Details wizard.

When overridden, Client Banking Details can only be added or edited when the Client record is not in Edit Mode. This is because the HTML Widget is responsible for saving the Client itself once the record has been added or edited.

Note that HTML Widget behavior differs slightly from the existing form. For example, adding new Banking Details will add the new record to the top of the list, where as the existing form adds it to the bottom. If the HTML Widget is being used, then HTML Widget rules apply.