Framework ECM
| Version | Build | Location | Description | # | Client # | Dev Date |
|---|---|---|---|---|---|---|---|
Change | 7.0 | 9001 | Work Flow Tools | Work Flow Tools now have Status default as Active only. On Hold jobs will be excluded unless specifically selected. | 112685 | 112405 | 04/16 |
| New | 7.0 | 9010 | CRM Menu | A new option for Onsite Eye is now present in the CRM menus. This is to support an upcoming feature | 109370 | 05/16 | |
| New | 7.0 | 9011 | Installation location | A Microsoft Excel template that supports the Bulk Job Import functionality is now provided with the Framework install. It is located in ..\Insula Group Pty Ltd\Framework\Bin\Template | 112993 | 06/16 | |
| Change | 7.0 | 9013 | Planning Requirement dialog | The Internal ID has been added to the dialog to assist in reporting. | 117832 | 117533 | 11/16 |
| New | 7.0 | 9013 | Mail Merge | A new keyboard shortcut key Shift F4 has been assigned to the CRM > Mail Merge screen. There is also a new toolbar icon | 116666 | 116214 | 11/16 |
| New | 7.0 | n/a | Land Estates & Stages | There is a new function in the database that updates the Estate & Stage Subdivision Complete details from the Administration or Land Module. If the Subdivision Complete forecast/actual dates are added to the Estate or Estate Stage dialogs in Administration or Land modules, any Land records that have the Estate and Stage allocated will have dates updated in Production and Land. | 119251 | 03/17 | |
| New | 7.0 | 9202 | Work Flow Analysis | Primary DLP Maintenance Administrator has been added to the Work Flow Analysis list for selection. | 121171 | 04/17 | |
| Change | 7.0 | 9203 | Maintenance Work Flow Tools | Full Job Address details have been added to the Maintenance Work Flow Tools screen. | 121167 | 05/17 | |
| New | 7.0 | 9203 | Show/Hide Inactive Items | A new icon is available in the Toolbar that toggles between showing or hiding Inactive items in a list. By default Inactive items will be shown. | 119333 | 05/17 | |
| New | 7.0 | 9203 | Batch Receipt Reports | When running Batch Receipts from Construction > Claims screen, the reports available are now specific to Receipts. | 113276 | 05/17 | |
| Change | 7.0 | 9203 | Logistics Call Forward Item | SupplierConnect automated notes will now be appended to Delivery instructions, rather than overwrite them. | 121174 | 06/17 | |
| New | 7.0 | 9203 | Logistics Call Forward Item | There are new icons available on the Logistics Call Forward dialog. On the Orders tab;
On the General tab;
| 108863 | 06/17 | |
| New | 7.0 | 9401 | Follow Up | A Follow Up item can now be created from an SMS from an optional flag set in the SMS dialog. | 109825 | 07/17 | |
| New | 7.0 | 9401 | Sales Location | Open and Close dates have been added to the Sales Location dialog. | 117837 | 07/17 | |
| Change | 7.0 | 9402 | Follow Up Dialog | In Production, the Job Number and Full Address have been added to the Follow Up dialog. In Land, the Client and Job Number (if available) have been added. | 121581 | 07/17 | |
| Change | 7.0 | 9402 | VPB Item Pricing | VPB Items used in Documents and Document Templates will now display a rounded value, dependent on Preference settings, regardless of the Base Published Price Format selected. | 120031 | 07/17 | |
| New | 7.0 | 9402 | Launch OnsiteEye | A new option to launch the OnsiteEye website is available in Production, under Tools. | 120036 | 07/17 | |
| New | 7.0 | 9405 | Launch DMS | A new option to launch the Almirah DMS (Document Management System) has been added to the Linked Files screen.
| 120070 | 08/17 | |
| New | 7.0 | 9405 | Merge Documents | Merged documents can now be automatically saved, based on Linked Files configurations and details set up in Framework Administration Communication Templates. | 108041 | 08/17 | |
| Change | 7.0 | 9406 | SAM Comments | When a client is imported from Sales Advice, any Comments that are brought through will have the Department automatically set to Sales Advice Management. | 123726 | 09/17 | |
| New | 7.0 | 9407 | Follow Up Due | Shortcut Ctrl-Shift-F9 has been added to launch Follow Up Due. | 123840 | 10/17 | |
| Change | 7.0 | 9407 | Drafting | The first column of the list is now the Name of the Drafting Type, rather than the Reference. | 124725 | 10/17 | |
| New | 7.0 | 9407 | Email Signature | An Email Signature can be created for a user, either as a default or by Region Division. This will automatically be added to emails generated in the Comments screen. This menu option can be accessed in the Production module, via File > User Options. | 118446 | 10/17 | |
| Change | 7.0 | 9407 | Job Hierarchy | The Client Files & Jobs Hierarchy tab now displays the full addresses of the jobs and are sorted by job number. | 122061 | 10/17 | |
| Client | 7.0 | 9408 | 125715 125716 | 125224 | 11/17 | ||
| Change | 7.0 | 9409 | Job and Client Overviews | The standard Job and Client Overviews have been expanded to include additional content and to make them easier to read. | 122650 | 11/17 | |
| New | 7.0 | 9409 | Communication | A new feature has been added that allows you to send an email or an SMS from CRM Comments.
Templates for Communications are managed through the Communication area of the Framework Administration application, which also manages the Mail Merge templates. | 108074 | 11/17 | |
| Change | 7.0 | 9409 | Personal Work Flow Analysis | Land Address has been added to the standard screen. | 125937 | 11/17 |
Framework Advanced Register Management
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| Version | Build | Location | Description | # | Client # | Dev Date |
|---|---|---|---|---|---|---|---|
New | 7.0 | 9402 | Sales Advice | To set a default Sale Type for each New client, set the Default flag for the Sale Type in Framework ECM > Product > Sale Type list. Once a LAN Synchronisation of Product has been run in Sales Advice, the default will be set. | 117058 | 07/17 | |
Change | 7.0 | 9404 | Insula Core Components | All Framework applications now require Insula Core Components v16.0 to be installed. | 110182 | 09/17 | |
| New | 7.0 | 9407 | Quotations | It is now possible to Import a Quotation from another prospect. When the Import button is selected on the Quotation tab, the option to select another Framework Sales Advice Management Document. You can then search for a valid document, and it can be imported into the curre nt document. | 122781 | 11/17 |
Framework MyNewHome
| Version | Build | Location | Description | # | Client # | Dev Date |
|---|---|---|---|---|---|---|---|
7.0 | 9002 | Show Inactive Items Filter | A new View function has been introduced to show or hide Inactive records in a list. | 119277 | Jan 2017 | ||
Change | 7.0 | 9404 | Insula Core Components | All Framework applications now require Insula Core Components v16.0 to be installed. | 110145 | 09/17 | |
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