Client Comments

The Client Comments screen is used to manage all comments and correspondence for a client. A history of communications between the client and the enterprise is retained.

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Note: Though the comment functionality is similar to that in Framework ECM, comments created in Framework Sales Advice Management remain as such and are not imported or synchronised to Framework ECM.

Client Alerts

The Client Alerts screen is used to manage reminders for staff who are involved with a client. A history of alerts specific to the client is retained. Active alerts are displayed each time a client is selected.

Note: Though the alert functionality is similar to that in Framework ECM, alerts created in Framework Sales Advice Management remain as such and are not imported or synchronised to Framework ECM.

Client Follow Up

The Client Follow Up screen is used to manage client items that require further action. A history of follow up items specific to the client is retained.

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All follow up items created for a client can be viewed in the Follow Up list with the most recent item at the top.

Follow Up Due

The Follow Up Due dialog is automatically displayed if a follow up item is due.

Personal Follow Up

The Personal Follow Up screen lists all incomplete follow up items for which the current user is responsible. The items on this list are not restricted to the currently selected client, instead listing all follow up items for all jobs the user has responsibility for. Personal follow up items will remain on the Personal Follow Up list until completed.

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