Release History
finPOWER Connect 4.01.02
FIX: HMTL Widgets; Log Edit form; Notes textbox often shows as single line when using the Public1 or SemUI Widget styling
The finPOWER Connect Cloud Configuration form, Theme, HTML Widgets page allows a theme to be applied to HTML Widgets.
NEW: Global Settings; Clients Web Access; Lockout settings tooltip
A tooltip has been added to explain the Client Lockout settings in Global Settings / Clients / Web Access.
NEW: finPOWER Connect Cloud Configuration; Theme; HTML Widgets; Discourage overriding finPOWER Connect Cloud styling
The Theme, HTML Widgets page of the finPOWER Connect Cloud Configuration form has a checkbox to apply HTML Widget Styling to finPOWER Connect Cloud.
FIX: Clients; Web Access; Lockout Settings
The Global Settings related to Client Web Access Lockouts have been tidied up as follows:
FIX: Client; HTML Widgets; Communication Settings updated to respect Advanced Clients Licencing
If not licenced for Advanced Clients, the indented checkboxes for General, Marketing, and Other will be hidden.
FIX: HTML Widgets; new Client Widgets; Client Code field added
The Client Code field has been added to the Details page of the New Client HTML Widgets (Individual & Organisation).
NEW: User Policy Edit Form & HTML Widget; Tooltip improvement
The tooltips relating to User lock-out settings have been updated to better explain what setting the values to zero will do. Specifically:
NEW: Word Documents; added new standard Bookmarks
New standard Bookmarks for Word Documents have been added.
FIX: illion (Australia) Credit Bureau; Consumer Enquiry product summary page could not be overridden
The illion (Australia) Credit Bureau Consumer Enquiry product summary page could not be overridden.
NEW: HTML Widgets; Account Client; New Clients can now be added directly from the Account Client HTML Widget
An add New Client button is now available to add a new Client directly from the Account Client HTML Widget.
NEW: Administration Libraries; Default Timeout of 60 seconds has been removed
The default Timeout when adding any of the below Administration Library records will now be 0; this means that no Timeout will now apply by default. It was previously 60 seconds which for a lot of cases, was too short.
NEW: Updated components; Various NuGet packages
Various NuGet packages have been updated to the latest versions.
NEW: Addressee and Salutation update prompt update in finPOWER Connect Desktop
The Prompt to update the Addressee and Salutation on the finPOWER Connect Desktop Client form, which was implemented in [[https://www.intersoft.co.nz/Support/KbArticle.aspx?id=21514|KB #21514]] has now been expanded to when the **Gender** drop down list h...
NEW: Bank Export Service; add additional information to "WBC All Payment Type" export type
The "WBC All Payment Type" Bank Export Service Type now includes additional detail shown below the Service Type.
NEW: Support Information; Added warning if using basic SMTP configuration for Microsoft Exchange
The Support Information report found under the Help, Support menu has been updated to include a warning if using basic SMTP configuration for Microsoft Exchange.
NEW: Cost Centre Reports; missing Kudosity service
The following Cost Centre Reports were missing the Kudosity (Burst SMS) service:
NEW: Cost Centres; Adobe Sign; Additional validation
The Adobe Sign Service now requires an Authentication Token and API Access Point to be entered before allowing the credentials to be verified.
NEW: HTML Widgets; Import Bank Transactions; "Service" now defaults if there is only one for a Bank Account
The Bank Account drop down list in the Import Bank Transaction HTML Widget defaults if if there is only one Bank Account in use. Now, this also applies to the **Service** drop down list. If there is only a single Service in use for a given Bank Account, t...
FIX: Portals; When using HTML Widget forms, it incorrectly calls a Portal Page's Form_IsDirty method if one exists
HTML Widgets forms such as the Admin, Branches form have, for some time, supported the concept of adding an asterisk to the form caption if data has been modified on the form.
FIX: HTML Widgets; Bank Entry; Imported Transaction Summary would not update correctly when deleting Transactions
Removing imported Transactions on the "Transactions" page of the Bank Entry HTML Widget would not refresh the Summary when the new row was automatically selected.
NEW: HTML Widgets; Publish Documents wizard; Grid "Compact View (single line)" button removes the first character of Notes
The "Documents to Publish" grid in the Publish Documents wizard has a "Compact View (single line)" when including Log Notes.
NEW: HTML Widgets; Contact selection for sending messages now parameterised
NEW: HTML Widgets; widget.UI.Grid control; Very large grids may show debug window "Maximum call stack size exceeded" errors
Very large widget grids may show a "Maximum call stack size exceeded" error in the developer console.
NEW: Task Manager 2; Warning messages added for Task Manager Scripts
NEW: Task Manager; Workflows; If no Script is defined under User Preferences, the Summary defined on the Workflow Type will be used instead of the built-in SummaryPage2_Workflow_Summary Script
If User Preferences do not override the Task Manager (version 1), Workflow Summary, the built-in SummaryPage2_Workflow_Summary was used.
FIX: User Preferences; Tasks & Workflows; Scripts; WorkflowsSummary could not be a "Summary Page (version 2)" Script
The Script used to summarise a Workflow in Task Manager (version 1) could be overridden from the User Preferences, Tasks & Workflows, Scripts grid.
FIX: Business Layer; Optional parameters added to finDocumentCreate.GetContactDetails()
The function definition for **finDocumentCreate.GetContactDetails()** has been updated to:
NEW: HTML Widget: Publish Documents wizard; does not allow emailing if only Exchange emails are configured
With the recent addition of Exchange support for emailing, the dependency on having an SMTP server configured to allow this widget to send emails has changed.
FIX: HTML Widgets; widget.UI.Forms.ShowHtml; When running under desktop and showing a full HTML document, Application Shortcuts are not working
HTML Widgets running under desktop were not running Application Shortcuts correctly, e.g., the Client Banking Details wizard when showing the result of a Zepto verify.
FIX: HTML Widgets; Account Standard Transaction; Payment Method Defaults are now applied when selected
Default Payment Method values (e.g., Reference) are now set in the Account Standard Transaction HTML Widget when a Payment Method has been selected. This applies to both Incoming and Outgoing Payment Methods.
FIX: Account Applications; "ShowSchedule" Form Action is now supported from pages other than "Quotes"
The Account Applications form in finPOWER Connect Desktop supports a built-in **ShowSchedule** Form Action. When added, this was only designed to be run from the **Quotes** page, and therefore relied on a Quote tab being selected.
NEW: finPOWER Connect Cloud Configuration form; Theme; Logos page; Logo URLs can now be up to 65535 characters long
The Logo URLs specified on the finPOWER Connect Cloud Configuration form, Theme, Logos page, can now be up to 65535 long. Previously they were limited to 32767 characters.
NEW: HTML Widgets; Publish Documents wizard; Enhancements for large database processing
HTML Widget grids, in general, are not designed to display huge amounts of data.
FIX: HTML Widgets; Client Widgets; Excess padding removed from name fields
FIX: HTML Widgets; Client Edit; Communication Check Box behavior updated
The Letter, Email, SMS and Phone (Voice) options for the General and Marketing checkboxes on the Profile page of the Client Edit HTML Widget have been changed to only show if the parent checkbox is checked.
NEW: HTML Widgets; Now passed a special "_runningfromdesktop" parameter when run from finPOWER Connect desktop
A new boolean parameters, "_runningfromdesktop" is passed as a startup parameter to HTML Widgets when run from finPOWER Connect desktop.
NEW: Login message has been updated to "Your User account is locked out." at the point a User has hit their incorrect password limit as per finPOWER Connect Cloud
In finPOWER Connect Cloud, if a User was locked out on their 3rd invalid password attempt (or whatever is defined on the User Policy), the message returned to the User was "Your User account is locked out.".
NEW: Scheduled Processes; Adding a new Scheduled Process will no longer default the "Start Date" to today
The **Start Date** field would previously default to now when adding a new finPOWER Connect Cloud Process. This would mean that if unchanged (and the User checked //Run as soon as possible if scheduled time passed?//) the Process would immediately run, wh...
NEW: HTML Widgets; Income Distribution; Built-in Status Messages are now reported
Progress messages displayed in the progress bar when running the desktop form version of Income Distribution are now included as Status Messages in the Income Distribution HTML Widget.
FIX: Task Manager 2; Workflow Folders; Account Application Workflows not appearing as expected, even if the User is the Workflow's Allocated User
Account Application type Workflows were not appearing as expected for some Users, even if the User was the Workflow's Allocated User.
FIX: Clients; Communication Settings updated to respect Advanced Client Licencing
The Client and New Client forms have been updated to display the correct Communication Settings depending on Advanced Client licensing. The Letter, Email, SMS and Phone (Voice) Check Boxes for General, Marketing, and Other will only be displayed if licens...
NEW: Business Layer; ISDatabaseBL.CreateDataTableFromCollection; Now handles Nullable types
The ISDatabaseBL.CreateDataTableFromCollection() business layer method now handles collection containing Nullable types such as finTaskManager2MonitoredAccount.
FIX: Cost Centres; Credit Sense; Signup Url changed to use Credit Sense (Version 2)
The Cost Centre, Credit Sense Service form has been updated to use the new Credit Sense (Version 2) sign up link.
NEW: HTML Widgets; Cost Centre Edit (Credit Sense) added
NEW: HTML Widgets; Grid control; Columns can now indicate that they should be excluded when exporting the grid's data
Right-clicking on a grid and exporting it's data will, by default, include all visible columns apart from drilldown buttons.
FIX: Day counts inaccurate in User Audit Report
The User Audit Report could display incorrect values in the following columns
FIX: User Automatic Disable not working when value equal to threshold
Automatic Disabling of Users was not working when a User has never logged in and was created the number of days ago equal to the Days Never Logged In value specified by the User Policy.
NEW: HTML Widgets; User Policy Edit; Lockout Tooltip updated
The tooltip for Lockout settings has been updated to reflect the fact that setting Login Attempts to zero disables the lockout feature.
NEW: Quick Search 2; Bank Account Number search; Only returning a maximum of 5 matches
When searching on a Bank Account Number (either for a Client of an Account), the results were limited to 5 meaning, if more than 5 Accounts (or Clients) shared the same Bank Account Number, they may not have been found.
FIX: Bank Transaction Export Summary Report; shows lines that are not included
The Bank Transactions Export Summary Report that prints after a Bank Transaction Export has been committed includes items that could not be included, i.e. where the Include column is read-only.