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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.
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| Comments created in Framework Sales Advice Management |
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| are imported 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.
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| 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. It can also be prompted from the sidebar option.
Personal Follow Up
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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.
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| Info |
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| Though the personal follow up functionality is similar to that in Framework ECM, follow up items created in Framework Sales Advice Management are not imported or synchronised to Framework ECM. |
