[HIFIS3 LIST] Hifis ACER #: 01590 Can Enter Multiple Financial Records For A Single >>> Completed
- From: <henry.dagher@xxxxxxxxxxxxxxxxx>
- To: <henry.dagher@xxxxxxxxxxxxxxxxx>, <mudassar.hayee@xxxxxxxxxxxxxxxxx>, <hifis-sisa@xxxxxxxxxxxxxxxxx>, <hifis3@xxxxxxxxxxxxx>
- Date: Thu, 31 Jul 2008 13:04:04 -0400
Category: Bug / Operations / Financial
Originator: Hayee, Mudassar
Priority: High
Issue
Can enter multiple financial records for a single client
" Front Desk > Reception> Select a Client > Client Details > Client
Activities > Financial Profile > Add New > Enter the Details > Save > [Add New
Record] button is available
" Click on the [Add New Record] button > Enter the details > Save
" Can go the List Tab the [Add New Record] button is available, can add
multiple Financial Profile records for the single client all will show up on
the List Tab
" Can delete the information within a Financial Profile but can not
delete a duplicate Financial Profile
" The income information from all Financial Profile records created are
displayed on the Occupation Income tab on the Client Detail screen
" Once the user exits the Financial Profile screen they can not enter new
Financial Profiles but can edit any existing record created
" The above did not appear to work when creating a new Financial Profile
from the Front Desk > Financial Profiles screen
" This was found on 3.60.2072
Solution:
THe Add button should now be disabled if a financial record already exists
Status: Completed
As of Version: 3.70.2086
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