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The context bar, located at the top of the screen beneath the toolbar icons and above the sidebar and main window, displays basic information about the current client or job.

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Info
Framework ECM's context bar changes depending on the currently selected module.

Client And Contact Management Context Bar

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Image Added

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Description

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Client #

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Client number.

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Type

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Client type.

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File/Job

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File and job number.

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Client

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Name of the client.

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Client Address

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Current home address of the client.

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Address

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Job address.

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Contact

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Primary contact person. Click  to cycle available contacts.

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Salutation

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Preferred name of the contact.

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Contact Details

Contact details for the client. Click  to cycle available contact details.

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Cycling through Clients

Selecting the Image Added icon will load the next most recently accessed Job.

Cycling through Contacts & Numbers

Selecting the Image Added icon next to Contact: will display the next Contact associated with the Client. 

Using the icon next to the Contact Number field will cycle through any of the different number records, including After Hours, Email, Mobile etc.

Please see details of Launching an Email below.


Production Management Context Bar

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Image Added

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Description

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Job #

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Job number.

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Stage

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Current stage of the home development.

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Status

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Current status of the home development.

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Client

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Name of the client.

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Job Address

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Job address.

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House/Job Title

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House type, series, and facade (by default) or job name (if present).

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Contact

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Primary contact person. Click  to cycle available contacts.

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Salutation

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Preferred name of the contact.

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Contact Details

Contact details for the client. Click  to cycle available contact details.

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Cycling through Jobs

Selecting the Image Added icon will load the next most recently accessed Job.

Cycling through Contacts & Numbers

Selecting the Image Added icon next to Contact: will display the next Contact associated with the Job. 

Using the icon next to the Contact Number field will cycle through any of the different number records, including After Hours, Email, Mobile etc.

Launching an Email 

When an Email address is available, the Email Image Added icon is displayed, which will launch an email.

There are two Email Methods for sending emails:

  • Launching an email directly in Outlook
  • Using the Framework Gateway.

Image Added

For both options, a Comment will be created against the job, either recording the launch of the email, or the details of the Framework communication.

Land Management Context Bar

Image Added

Field

Description

Available

Land availability status.

File

File number.

Job

Job number.

Land Address

Land address.

Client

Name of the client.

Estate

Land estate details.

Stage

Land stage details.

Variation Price Book Context Bar

Image Added

Field

Description

Version

Current version of the Variation Price Book (VPB).

Status

Current status of the VPB.

VPB Name

Name of the VPB.

Section

Currently selected section of the VPB.

Created

Date the VPB was created.

Effective

Date the VPB is effective from.

Published

Date the VPB was published.

Report Management Context Bar

Image Added

Field

Description

Enterprise

Current enterprise.

Division

Current division.

Region

Current region.

Region/Division

Current region/division.

Security Context Bar

Image Added

Field

Description

Enterprise

Current enterprise.

Division

Current division.

Region

Current region.

Region/Division

Current region/division.

Administration Context Bar

Image Added

Field

Description

Enterprise

Current enterprise.

Division

Current division.

Region

Current region.

Region/Division

Current region/division.