FA Client Portal 1.6 - Release notes
Released: September 2023
FA Client Portal 1.6 enables you to export Holdings, Transactions, and Order views as XLSX files.
Export views as XLSX files
Why?
We implemented this feature to improve the user experience by being able to export different views as XLSX files for further analysis or enhancements.
Who is this for?
This feature is useful for all users of the FA Client Portal.
Details
There is now an option to export Holdings, Transactions, and Order views as XLSX files. The Export as XLSX button is visible on larger devices but not on smaller devices such as mobile phones. On larger devices, the button is not visible when the view is empty since there is nothing that can be exported.
Learn more: Holdings view, Transactions view, Orders view in FA Client Portal reference.
Fixes
Fixed an issue where a document generated by a flowable process was not visible.
Fixed an issue that prevented the user from logging in and caused an endless redirect loop if a custom domain was used for the login page.