This is the first step towards being able to edit all of the main record types in finPOWER Connect Cloud.
finPOWER Connect Cloud has recently been enhanced with the ability to edit Client record pages.
Other enhancements include:
- Adding and editing Client Employment information
- Add an Account Payment Arrangement
- Account Payments
- Account Withdrawals & Refunds
- Updating Transaction notes and flags
In fact, the list of actions available to Accounts in particular has grown hugely: