[HIFIS3 LIST] Re: Hifis ACER #: 01590 Can Enter Multiple Financial Records For A Single >>> Completed
- From: <mudassar.hayee@xxxxxxxxxxxxxxxxx>
- To: <henry.dagher@xxxxxxxxxxxxxxxxx>, <hifis-sisa@xxxxxxxxxxxxxxxxx>, <hifis3@xxxxxxxxxxxxx>
- Date: Wed, 6 Aug 2008 10:24:39 -0500
Hi Henry,
I tested this and seems to work good,
> -----Original Message-----
> From: Dagher, Henry C [NC]
> Sent: 2008-07-31 1:04 PM
> To: Dagher, Henry C [NC]; Hayee, Mudassar [NC]; HIFIS-SISA;
> 'hifis3@xxxxxxxxxxxxx'
> Subject: Hifis ACER #: 01590 Can Enter Multiple Financial Records For A
> Single >>> Completed
>
> 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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