Households, Vendor Register and Records Export
Three renamed extensions and what each holds.
| Name | Was | What it holds |
|---|---|---|
| Households | Clients | Households and their holdings for wealth managers: drift, concentration and the review calendar, on the household's project. |
| Vendor Register | Vendor & Client Register | Every vendor, contract and renewal in one register. |
| Records Export | FOIA Exporter | Export 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.