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  • General Tab
  • User Defined Fields Tab

General Tab


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titleIn Framework ECM 2020


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titleExpand for more information

In Framework ECM v7.1, the Product selection is managed through a dialog.  

  1. Select the popup next for Product.
  2. From the filters, either select as many known values starting from House Product, and then click Search.
  3. Highlight the required combination and either click OK or double-click.

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Info
This structure is dependent on Product validity, set up on Framework Administration.






Changing Division

It is possible to move a client from one region/division to another by clicking the Change Division button. The reason that this may be done is if the client was created against the wrong division or there is a clear and legitimate change in the allocation.

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