Comment Overview

The Comment Overview screen is used to manage all correspondence and communications between the client and the enterprise. All comments made for a job are viewable on the Comments list with the most recent at the top of the list. Over the course of the job, a history of communications between the client and the enterprise are retained for management records. The most recent comments entered into the system for a job are also included in work flow reports.

A comment can be entered into the system for a job independently of the Comments Overview screen, and in any section of the Client & Contact Management, Land Management, and the Production Management modules. A comment for the current job can therefore be entered at any time.

...

Image Added

Creating

...

a Comment

Click New. Select the Comment method icon.
The Production Comment dialog will be displayed.
Enter the details.
Click OK. The dialog will close and a new comment will be created.

Tip: New comments can be added at any time by pressing Ctrl + F7.

Department Comments

Comments that have been entered for a specific department within Framework ECM appear in the individual comment screen associated with the selected department. This makes it easy to review comments that are specific to a particular department.

...

The Department Comments dialog is only accessed by first opening a screen in the Production Management module, such as Colours, then accessing the Department Comments dialog.

Creating an SMS

Click New. Select the SMS method icon.
The New SMS dialog will be displayed.
Enter the details.
Click OK. The dialog will close and the SMS will be sent to the Gateway.
A Comment will be created displaying the details of the sent SMS.

New SMS dialog

Image Added

Group	Field	Description	Actions
Job	Specific?	Is this SMS for the current Job only?
	Number	Current Job Number
	Include Job #?	Is the Job Number to be included in the SMS content?	Toggling to Yes will insert the Job number directly into the new message.
	Include Job Address?	Is the Job Number to be included in the SMS content?	Toggling to Yes will insert the Job address directly into the new message.
SMS	Created	Date & Time SMS record was created
	Status	Status of the SMS.
	From	Logged in User
	From Number	The number the recipient will see as the Sender. This is set in Security Preferences
	Sent	Date and Time the SMS was sent to the Insula Gateway
Comment	Include in Reporting?
	Add Follow Up?	Is a Follow Up item to be raised from this SMS?	Selecting Yes will create a CRM Follow Up item.
Recipient: Custom	Name Number	Name and Mobile phone number of the recipient	If the intended recipient is not a Client Contact for the selected Job or is not a Framework Entity, the Name and Number can be entered here. Image Added The Copy button Image Added is then used to move to the SMS Recipients list.
Recipients: Client Contacts	Name Number	Name and Mobile phone number of Client Contacts for the current Job. Note: Only contacts with a Mobile telephone number recorded will be displayed in the list for selection.	Highlight contacts and use the Copy button Image Added to move them to the SMS Recipients list. Image Added Tip : To select multiple contacts, use Shift key and click to select a group, or Ctrl and click to select individual records.
Recipients: Framework Entities	Entity Role	The role group. This defaults to Staff Member.	Select the specific role group from the drop down list. The Entities list will populate with entities that have mobile numbers and area eligible to be selected.
	Search	Free text search of the entities being displayed.	Tip : The search operates from the beginning of the name only.
Entities	Name Number		Image Added Highlight contacts and use the Copy button Image Added to move them to the SMS Recipients list. Tip : To select multiple contacts, use Shift key and click to select a group, or Ctrl and click to select individual records.
SMS Recipients	Name Number	This lists the Name and Number of the Contacts and Entities the SMS will be sent to.	The Recipients can be removed from the list by using the Image Added button, or by selecting individual records and using the Image Added button.

Message		This is the message content that will be sent via SMS.	There is a default message on creation, but this can be modified using the editor.
		Applying a Template	A Template can be applied to the message. This is selected using the Image Added button, and selecting from the Select SMS Template dialog. Image Added Tip: Once a template is applied, it can still be edited within the Message.