The MyNewHome screen provides an interface between Framework ECM and the client web access (Framework MyNewHome Portal).
Opening the MyNewHome Screen
The four main tabs include:
Accounts Tab
Audit Tab
Website Tab
Update (All Clients) Tab
Accounts Tab
The Accounts tab allows for the management of client web users. Clients entered here will have access to the Framework MyNewHome Portal.
Procedures
Creating A Web Portal User
- Click New. The Web User dialog will be displayed.
- Enter the details.
- Click OK. The dialog will close and a web user will be created.
Audit Tab
Website Tab
Procedures
Log On To The MyNewHome Website
- Click the Log On button. The MyNewHome website will be displayed.
Update (All Clients) Tab
Procedures
Selecting A Contact
...
- From the MyNewHome Entity Updates list, select a client to update.
- Click Edit. The Update Contact dialog will be displayed.\
- Modify the details.
- Click Update. A confirmation prompt will appear.
- Click Yes. The confirmation prompt and the dialog will close and the modified contact details will be updated.