Versions Compared

Key

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

Insert excerpt
FWSPEC HEAD
FWSPEC HEAD
nopaneltrue

Article Index

Table of Contents

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.

A comment may be entered for a client independently of the Client Comments screen by pressing the CTRL+F7 keys. A comment may be entered at any time whilst the client's information is selected. All comments are recorded with the date and time.

Info

Comments created

in Framework

in Framework Sales Advice

Management are

Management are imported

to Framework

to Framework ECM at the point of creating a Job from the Sales Advice client.

...

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.

Info

Though the alert functionality is similar to that

in Framework

in Framework ECM, alerts created

in Framework

in Framework Sales Advice

Management remain

Management remain as such and are not imported or synchronised

to Framework

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.

...

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

Follow Up Due

The Follow Up Due dialog is automatically displayed if a follow up item is due. It can also be prompted from the sidebar option.Image Removed

...

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.

...

As the Personal Follow Up screen operates independently of the currently selected client, any listed client may be selected through the Personal Follow Up screen should further investigation of a client's information be required.

Info

Though the personal follow up functionality is similar to that

in Framework

in Framework ECM, follow up items created

in Framework

in Framework Sales Advice

Management are

Management are not imported or synchronised

to Framework

to Framework ECM.

...