Versions Compared

Version Old Version 3 New Version 4
Changes made by

Matthew Garrett

Jillian (Unlicensed)

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

Article Index

Table of Contents

Communication templates can be created as standard templates for Word documents, email and sms communication to clients, suppliers and/or staff member/s.  The Communication template can be created for any one of these communication methods or one template can house all three methods for a specific topic.  For example, a Communication template can be created for the PCI Appointment that includes a letter to send to the client, an email to attach the letter template to and an sms to remind the client closer to the appointment.  By housing the three different communication methods in the one template, it makes them easier to locate and therefore manage.

...

Communication rules are created to automate sending an email template to clients, suppliers and/or staff member/s, when a date is entered into Framework. For example, if you enter a Building Contract signed date you could instruct Framework to email the Administrator assigned to the job with a “contracts exchanged email template”.

Creating A Template Group

  1. From the Template Groups list, select a location for the new template group. A shadow will appear around the list to indicate it is selected.

  2. Click New. The Add New MME Document Group confirmation prompt will appear.

  3. Click Yes to add a new group as a child of the current group. The MME Document Group dialog will be displayed.
    OR
    Click No to add a new group at the same level as the current section. The MME Document Group dialog will be displayed.

  4. The MME Document Group dialog will be displayed.

  5. Enter the details.

  6. Click OK. The dialog will close and a new document group will be created.

Adding A Communication Template

  1. From the Template Groups list, select the document group to which the mail merge document will belong.

  2. Click the Communication Templates A shadow will appear around the list to indicate it is selected.

  3. Click New. The Communication Templatedialog will be displayed.

  4. On the General tab, enter the Name, Reference and select the required Region/Division.

  5. Setup of the Mail Merge, Email and SMS tabs will be detailed below separately:

...

  1. Click on the SMS

  2. Under the General heading:

    • Toggle the SMS? field to Yes.

    • In the Body section, type the contents of the SMS template.

    • If you want to add Framework fields to the SMS (e.g. Job Number and Land Address), click on the “Insert Field” button to launch the “Select RMS Field Code” dialog.

    • Click on the required folder in the “Groups” section and then select the required field from below in the “Field Codes” section by double clicking the field or highlighting and clicking OK to save.

  3. The Destination heading will be used for the DMS product, however this functionality is not currently available.

  4. Click OK to close the Communication template.

Creating A Communication Rule

  1. From the Security Module / Business Rules / Communication Rule Tab, select the field you would like to add a communication rule to.

  2. Click New

  3. Update the required fields

    1. Communication Type - Email/SMS

    2. Communication Type - Email/SMS

    3. Communication Type - Email/SMS

    4. Communication Type - Email/SMS

    5. Communication Type - Email/SMS

    6. Communication Type - Email/SMS

    7. Communication Type - Email/SMS

...