finPOWER Connect Cloud contains base functionality that will be enhanced over time to expand its capabilities.
It can also be customised in various different ways.
All customisation is performed via the finPOWER Connect Cloud Configuration form available within finPOWER Connect via the Tools, Web menu:
By default, finPOWER Connect Cloud uses fixed colours and logo images.
These can be changed to match a corporate theme or to display a company’s logo instead of the text “finPOWER Connect”, e.g.:
The homepage and any other custom pages within finPOWER Connect Cloud are customised via HTML Widgets.
A page can consist of one or more Widgets arranged in various different layouts, e.g.:
Many functional and sample HTML Widgets are supplied with finPOWER Connect.
HTML Widgets can work within the Desktop and Cloud versions of finPOWER Connect and can also be used for the following:
- Custom forms such as Loan Application forms
- Interactive reports
The Tasks view consists of multiple tabs representing “Task Groups”. These can contain task-related functionality such as filtered lists and HTML Widgets.
The foundation of each of the filtered lists within these “Task Groups” are Smart Lists; like HTML Widgets, these are also finPOWER Connect Scripts.
Both the “Main” menu (top-left of the User Interface) and the “Add” menu (top-right) are fully customisable.
Either menu can list system-defined actions such as adding new Clients or listing available Account Application Types. They can also contain the following types of custom items:
- HTML Widget
- Link to an external Website
- Group Heading