NEW1.03.02 · Released 23 May 2011

NEWfinPOWER Connect

Released in

1.03.02

23 May 2011

1. Opened25 Nov 2010
2. Closed23 May
3. Released23 May

Article 8772 Job J006685

Account Export/ Import facility added

Account Export/ Import facility has been added. This includes the ability to Import and Export Client and Security Statement information.

Accounts are exported via the Account form, a new Action "Export' is listed under the Utilities group. Import settings are defined under User Preferences, Accounts, with a new Import Accounts option under the Account menu.

Note, the Account Import/ Export facility is designed to import Quote Accounts only. It therefore only exports information relevant to importing it as a Quote.