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nameECM.144.72

FWECM072 Sprint 144 (Version 7.2.3125 Published 02/06/23 )

Description

Area

Type

Detail

Guide

#

Client #

Ability to not include the R/Div in the signature of an SMS

Communications

New

The New SMS Dialog has been updated:

  • The height of the recipients list has been reduced.

  • New checkbox optionsthat are ticket by default, have been added

[ ]Include "Regards"?   (which will include the text "Regards," and the user's name as is done now)
[ ] Include Region/Division name?
[ ] Include "(do not reply to this msg)"

The checkboxes (if used/clicked) will:

a) Clear the message and repopulate the message text as per the checkboxes
b) Clear any selected template from the popup

  1. When adding a template, re-add the "include" item after the template text, as per the checkboxes

  2. When viewing an existing SMS message, these checkboxes should be hidden, as they are not relevant to a message already done/sent 

66057

42377

Mail/Comms Field Merge for Times to Exlcude Seconds

Communications

Change

The use of time fields in mail merge and communications rules has been updated so that the seconds component is not displayed/seen. eg. 8:30:00 am is now shown as8as 8:30 am.

65887

FWALL-244

SMS Support for Text Sender IDs

  1. The New SMS dialog loads the From number from the Context preference for the current rDiv only (and not from the rDiv entity mobile number).

  2. We no longer include the mobile number From the current user.

  3. As a result, we no longer need the From number to be a combo. It is NOE a locked text field that shows the preference value as-is. You can no longer type in a From number.

65888

Excerpt
nameECM.143.72

FWECM072 Sprint 143 (Version 7.2.3124 Published 12/05/23 )

Description

Area

Type

Detail

Guide

#

Client #

Land Management Improvements/Fixes

Land Management

Fix

  1. Default search filters are now used and the ‘Reset’ action button returns it to the default state.

  2. The requirement , that some text must be entered in a search field , has been relaxed (ie. allow all land to be returned).

  3. The Register MDI remembers the user’s search/filter settings when leaving/returning-to the screen.

  4. When editing the Land Control MDI in Land Management, the Context bar is refreshed after the Edit, as the “Available for Sale” field may have been changed.

65653

42073

Cost Centre Look Up on Work Orders

Work Orders

Change

The selection dialogs for the work order cost centre, shows the s_notes_derived field in a column labelled as "Notes

65729

41289

Excerpt
nameECM.142.72

FWECM072 Sprint 142 (Version 7.2.3121 Published 21/04/23 )

Description

Area

Type

Detail

Guide

#

Client #

Communication Comments Reference Text Change

Comments

Change

The GUID reference text has been moved to be at the end of the comment recorded for a Gateway communication.

65454

N/A

Enforce rDiv Sale Types

Jobs

Fix

ECM enforces available sale types for a job (ie. from the Job Overview popup) when they are defined/limited in the rDiv in FWADM - when not specified in FWADM, all are available for selection - when specified for a rDiv, only those listed are available for selection

65242

FWALL-229

Additional VPB area

VPB

Change

It is now possible to use up to 300 VPB Areas.

NOTE - You will need to contact Insula if you want to add more areas

65472

N/A

Excerpt
nameECM.141.72

FWECM072 Sprint 141 (Version 7.2.3117 Published 31/03/23 )

Description

Area

Type

Detail

Guide

#

Client #

Delays in Framework (History screen)

Delays

Change

In the History screen the Cont Delays column has been renamed Claimable Delays and the Prog column has been renamed Non claimable Delays.

64991

N/A

Work Order Tools - 'PO Raised?' Logic

Work Order Tools

Fix

There was an issue when removing the PO number from a work order, the work order was not reverting back to the ‘PO Raised?. The issue has been resolved

65076

41678

Diary Appointment - Location Fields for SMS Messages to Clients

Mail merge

New

New mail merge fields for a Diary Entry/Appointment's and Diary Location Name are now supported

65136

41051

...

Excerpt
nameECM 112.72

FWECM072 Sprint 112 (Version 7.2.3026 Published 14/07/21)

Description

Area

Type

Detail

Guide

#

Client #

Communication rules using SMS

Communication Rules

New

Previously Communication Rules only supported email. SMS support has now been added

Pending

50352

22310

Regional pricing structure

Variation Price Book

Fix

When updating a variable, the system was recalculating the retail price for Item Area records, incorrectly using the base-vpb item cost price, where it should have been using the Item Area cost price.

This issue has been resolved

N/A

50557

22286

Original Release

Description

 App

Version

Location

Detail

Guide

#

Client #

Sharing VPBs between Regions/Divisions

ECM
SAM
INT
VPB

7.2

2013

Various 

The Region/Division for a VPB Version will now be distinct for each, rather than All Region/Divisions. 

Pending

TFS38299

FD14722

New Content Parish and County

ECM

7.2

2006

Estate & Estate Stage dialogs

Additional content has been added to the Estate & Estate Stage dialogs

Pending

TFS39433

FD15270

SMS controlled by permission

ECM

7.2

2018

SMS

SMS access will now be controlled by a unique permission.

TFS40242

Secondary Salesperson solution

ECM

7.2

2033

New Client
Pre-Admin Overview
Commission

When setting a Secondary Salesperson in the New Client process, a Secondary Commission will automatically be created.  Management of Primary and Secondary salespeople can be managed from the Commissions screen.

Pending

TFS25007

TFS

Logistics Business Rules Solution

ECM
CLD
CLT

7.2

2033

Logistics

Rules can now be applied to Logistic Activities within a Programme Critical Path to warn or restrict

Pending

TFS28060

FD5403

Submit Contract to HIA solution

ECM

7.2

2033

Contract Overview

A new Submit process is available that will push selected information from Framework ECM through to the HIA Contract portal.

Pending

TFS33605

Customer Portal (Nexus) Work Flow Stage 

ADM
ECM
CLD

7.2

2009
2034
2003

Various

We have added the ability to link Nexus Workflow to dates and activities in Framework ECM, so dates added will be updated on the Platform.

Pending

TFS45552

Survey 

ADM
ECM

7.2

2009
2034

Various

We have added the ability to link Surveys to Framework ECM, so Communication Rules can be set to trigger Survey requirements.

Pending

TFS45715

Maintenance Period Option

ECM

7.2

2020

Maintenance Overview

A new Maintenance Period Commencement option, Warranty Insurance Received, can be set in Security Preferences.

TFS37711

FD13586

Work Order Validation

ECM

7.2

2025

Work Order (Approval Request) dialog

A range of validations have been introduced to the Work Order dialog, including requirements for minimum values and selections.

TFS43292

FD16803

Contact Middle Name 

ECM

7.2

2025

Client Overview

The Middle Name field is now included in the autocomplete process for Full Name

TFS43291

FD17262

Batch Receipts

ECM

7.2

2026

Claims Batch Receipts

A log of Batch Receipts can now be saved.

Pending

TFS25514

Framework Inbox

ECM

7.2

2031

CRM Comment

Emails that are identified by Email Monitor on the Perspective Platform can now be displayed the Comments screen. 

Pending

TFS43986

DMS for Merge Documents

ECM

7.2

2037

Merge Documents

When creating a Merge Document, the option is now available to send the resulting document directly to DMS.  Existing LAN files can also be sent to DMS.

Pending

TFS#38856