This section describes a brand new functionality.
When creating a new user you get the possibility to create an account directly. A pop-up ticket will appear where you can click Yes to immediately create an account for the customer.
There is also possibility to create power of attorney in the Create Account-ticket. Click at section POA and choose which person and also which type of power of attorney.
From the Account overview simply click at the information button to recieve information about power of attorney.
Changes of existing functionality.
We changed the name from Allocation Profile to Portfolio Management in the head menu.
Removed the value Key and the currency dropdown menu when creating a portfolio, so the back office administrators only have to write Name of the allocation profile.
Decreased the size of the buttons, so that there is more room for other functionality.
Issues fixed in this release.
[BFSV2-6214] - Personal number for Partner is no longer visible in the Customer Front
[BFSV2-6173] - Placed status in the dropdown menu is not shown in satus: All Active for cash transfer orders
[BFSV2-6224] - English error message when running BFS in swedish
[BFSV2-6248] - Select the created trade report when preparing portfolio