Households, Vendor Register and Records Export

Three renamed extensions and what each holds.


NameWasWhat it holds
HouseholdsClientsHouseholds and their holdings for wealth managers: drift, concentration and the review calendar, on the household's project.
Vendor RegisterVendor & Client RegisterEvery vendor, contract and renewal in one register.
Records ExportFOIA ExporterExport a project's records for an audit, a client or a records request. The FOIA package is still one of its formats.

Only the names changed. Every install, record and old address keeps working.

Note

This applies where your workspace has the new organization tools switched on. Where they are off, everything works as it did before.

Still stuck? Open a support ticket and we'll help you out - tracked right inside Navalo.