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The Client Details sidebar contains the following options:
Action Group
Action | Description |
|---|---|
View | Opens the Entity Details dialog. |
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The Client Details view displays basic client and job information,such as contacts, contact details, address, house, and associated staff details.
Client Details Group
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- Tap . The Untitled – Message dialog will be displayed.
- Enter the details.
- Tap Send. The dialog will close and an email will be sent.
Tender View
Tender List
Column | Description |
|---|---|
# | Document item number. |
Description | Description for the item as entered into the Variation Price Book (VPB) or the Document Item in Framework ECM. |
Price Information | Price status of the tender item. Example: Included, By Client, No Charge, Note Only, Declined, Complimentary, etc. |
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Post Contract Variations View
Filter Group
Selections | Description |
|---|---|
Select Variation | Displays the selected variation. Tap the drop-down list to select a variation. |
Total Variations | Total number of variations available. |
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Final Variation List View
Final Variation List
Column | Description |
|---|---|
# | Final variation number. |
Description | Final variation description. |
Price Information | Price status of the final variation item. Example: Included, By Client, No Charge, Note Only, Declined, Complimentary, etc. |
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- Tap a selected item. The Document Item dialog will be displayed.
- Tap Cancel to close.
Building Variations View
Filter Group
Selections | Description |
|---|---|
Select Variation | Displays the selected variation. Tap the drop-down list to select a variation. |
Total Variations | Total number of variations available. |
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- Tap a selected item. The Document Item dialog will be displayed.
- Tap Cancel to close.
Colour Selection View
Colour Selection List
Column | Description |
|---|---|
Item | Colour selection item. |
Selection Level 1 | Selection level 1. |
Selection Level 2 | Selection level 2. |
Selection Level 3 | Selection level 3. |
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- Tap a colour selection item. The Specification dialog will be displayed.
- Tap Cancel to close.
Photographs View
Photographs List
Group | Description |
|---|---|
Category | Photograph category. |
Photographs | Image recorded against the photograph. |
Job Files View
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Job Files List
Group | Description |
|---|---|
Folders | Folder structure for job folders. |
Files | Displays file information for the selected folder, such as:
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