Page Comparison

Communication templates can be created as standard templates for Word documents, email and sms communication to clients.  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. 

...

Image Added

 There is also another email setup preference (Framework ECM\Email/SMS Configuration\Master Email Settings)

It's important to note here that it is possible to utilise a specific send from address, eg. jsmith@insulahomes.com.au. Specific default preferences should be set where users may send from a specific address, e.g. an admin account where the user changes but the email is the same.

You can navigate between from addresses from within the communication dialog.

Image Added

SMS Service Preferences (Perspective Platform\Communications\SMS Service)

Image Added

Setup of a User Signature

A standard user signature can be setup for each Framework user as a Default or Region/Division specific.  If a signature is created at the Region/Division level, it will overwrite the Default signature.  When an email is generated in Framework, the signature that has been created for the user will automatically populate the Email dialog.

Default is useful for one signature that encompasses your entire business.

Region/division specific may be useful for signatures that change depending on which aspect of the business you are currently logged into.

E.g. Insula Homes signature vs Insula Constructions signature

User Options – Email Signature Default

...

1. Select CRM\Comments from the Sidebar.
2. On the bottom right of the screen, click New. The New Communication dialog will be displayed.
   
3. Click on the Email icon to launch the Email
4. In the Details section, select the required options:
   Job specific? – set to Yes if it is for the current job selected or No if you want to manually enter email recipients.
   From – displays the default From email address for all emails
   To – click on the ellipses to launch the Email Recipients You can either enter a custom email address here, select from the list of client contacts and from selected entity roles within Framework.
   Cc – click on the ellipses and follow the steps as per the To option
   Bcc – click on the ellipses and follow the steps as per the To option
   Template – click on the ellipses to launch the Select Email Template
5. Select the Group the communication template is located in from the Email Template Groups.
6. Select the template from the Email Templates and click OK.
7. The Subject and Message of the email will be automatically populated from the communication template selected.
   Image RemovedImage Added
8. If a Template has not been selected, please enter the Subject and Message for the email to be sent.
9. In the Attachments section, add any attachment to be included in the email.
   note: any attachments added here will not automatically be added to the job as a Linked File, the email will just show the name of the attachment included
10. Click Send to send the email. A message will appear to confirm that the email was sent successfully.
11. A Comment will be added to the Comment Overview screen and the Method for the comment will show Sent Email.

...

1. Select CRM\Comments from the Sidebar.
2. On the bottom right of the screen, click New. The New Communication dialog will be displayed.
   
3. Click on the SMS icon to launch the New SMS
4. In the body of the dialog, select the required options:
   Job specific? – if set to Yes, the Job Number for the current job selected is shown and you have the option to select if the SMS is to include the Job number and address. If set to No, the SMS will not be specific to the Job.
   SMS – displays the default From Number for all sms messages.
   Comment – allows the option to include the comment in reporting and the addition of a Follow Up.
   Recipient: Custom – allows the addition of a recipient that is not associated with the job in Framework. Once the name and number have been added, click the >> button to add the number to the SMS Recipient section.
   Recipients: Client Contacts – highlight the Client Contact listed the sms is to be sent to and click the >> button to add the number to the SMS Recipient section.
   Recipients: Framework Entities – the Entity Role selection defaults to Staff Member. Click on the down arrow to select another entity role.  The entities with mobile numbers will display in the Entities list.  Highlight the Entity listed the sms is to be sent to and click the >> button to add the number to the SMS Recipient section.
   SMS Recipients – Any recipients selected from the Recipient: Custom, Recipients: Client Contacts or Recipients: Framework Entities will be displayed here.
   Message – A signature is automatically included which shows the name of the user logged in and the name of the Region/Division logged into.
5. To select a Communication Template, click on the ellipses next to the Message click on the ellipses to launch the Select SMS Template
6. Select the Group the communication template is located in from the SMS Template Groups.
7. Select the template from the SMS Templates and click OK. The body of the Message will be automatically populated from the communication template selected.
   Image RemovedImage Added
8. Click OK to send the sms.
9. A Comment will be added to the Comment Overview screen and the Method for the comment will show Sent SMS.

...

If any part of this fails, check to see if you can browse to the following APIs on IE

http://gatewaysmsapi.pstpf.com.au/api/metadata
http://gatewayemailapi.pstpf.com.au/api/metadata

If not, add an exception (trusted sites) and try again. If you need any help, ask Nic or Samencounter any issues with this process, please get in touch with one of our support team. Details can be found here.