NEW1.04.02 · Released 25 October 2011

NEWfinPOWER Connect

Released in

1.04.02

25 October 2011

1. Opened28 Sep
2. Closed5 Oct
3. Released25 Oct

Article 9243 Job J008277

External Parties can now be exported and imported

External Parties can now be exported and imported either via the External Parties form or from the Export and Import Information wizards.

Imported External Parties will always create a new linked Client record.

Only a sub-set of the linked Client is exported with the External Party. Exported Client information is:
Contact Addresses
Contact Methods
Employments (Personnel)
User Data

Importing External Parties via the Import Information wizard will not fail if certain linked records, e.g., BDM User and Disbursement Account do not exist. Instead, warnings will be displayed after all records have been imported.