NEW1.05.06 · Released 25 May 2012
High Importance
NEWfinPOWER Connect
Released in
1.05.06
25 May 2012
  1. Opened11 Apr
  2. Closed12 Apr
  3. Released25 May
Article 9921 Job J009412

User filters; Accounts; If Account has filtered out Clients then cannot update the Clients grid or edit the Account if it is a quote.

Clients can be filtered out to users via User Groups.

If a Quote Account has at least one filtered out Client:
1. Cannot edit the quote account.
2. Cannot Accept or Decline the quote.

Non quote Accounts with at least one filtered out Client:
1. Clients Page
1.1 Cannot edit the clients page.
1.2 Displays limited Client details on the client page summary and a warning in the summary that the user doesn't have permission to view the Client.
2. Key Details page, Clients block
2.1 Displays a warning icon in the status column
2.2 Doesn't display the Address
3. Cannot Refinance the Account
4. Cannot delete the Account if it is still a quote.