CERES5.01.51 - Provide Confirmation before Overwriting Address

Modified on Mon, 10 Apr 2023 at 08:36 PM

Service Request or Support:

When assigning a parent to an agency, the name & address information should NOT overwrite the agency name & address automatically. FB sometimes change parents or create the agency card first and then assign the parent. In those cases it wipes out everything they already entered for name & address. The user should have the option to either overwrite the agency address with the parent agency information or keep the already entered name and address for the agency. It should still perform the other update functions - relinking transactions and such.

 

Objects Affected:

Type               ID                                Name

Table              18                                Customer

 

 

This release does not present a change in system usage methodology. 

 

Resolution:  Add confirmation for overwriting the address fields. The user can select to overwrite the existing name and address or choose to preserve the agency’s current name and address as entered.

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