Inclusions and planned changes for Framework 7.2 release.
Description | App | Version | Location | Detail | Guide | # | Client # | |
|---|---|---|---|---|---|---|---|---|
| Sharing VPBs between Regions/Divisions | ECM | 7.2 | 2013 | Various | The Region/Division for a VPB Version will now be distinct for each, rather than All Region/Divisions. | Pending | TFS38299 | FD14722 |
| New Content Parish and County | ECM | 7.2 | 2006 | Estate & Estate Stage dialogs | Additional content has been added to the Estate & Estate Stage dialogs | Pending | TFS39433 | FD15270 |
| SMS controlled by permission | ECM | 7.2 | 2018 | SMS | SMS access will now be controlled by a unique permission. | TFS40242 | ||
| Secondary Salesperson solution | ECM | 7.2 | 2033 | New Client | When setting a Secondary Salesperson in the New Client process, a Secondary Commission will automatically be created. Management of Primary and Secondary salespeople can be managed from the Commissions screen. | Pending | TFS25007 TFS | |
| Logistics Business Rules Solution | ECM CLD CLT | 7.2 | 2033 | Logistics | Rules can now be applied to Logistic Activities within a Programme Critical Path to warn or restrict | Pending | TFS28060 | FD5403 |
| Submit Contract to HIA solution | ECM | 7.2 | 2033 | Contract Overview | A new Submit process is available that will push selected information from Framework ECM through to the HIA Contract portal. | Pending | TFS33605 | |
| Ordering of Region/Division Tests | ADM | 7.2 | 2005 | Work Flow Analysis Test | Work Flow Analysis Test | TFS41042 | FD16380 | |
| Commissions Management Improvements | ADM | 7.2 | 2007 | Commission | The Commissions screen has been updated to display an Order column, and further detail about the selected Commission type. | TFS41105 | FD16423 | |
| Customer Portal (Nexus) Work Flow Stage | ADM | 7.2 | 2009 | Various | We have added the ability to link Nexus Workflow to dates and activities in Framework ECM, so dates added will be updated on the Platform. | Pending | TFS45552 | |
| Survey | ADM ECM | 7.2 | 2009 2034 | Various | We have added the ability to link Surveys to Framework ECM, so Communication Rules can be set to trigger Survey requirements. | Pending | TFS45715 | |
| Claims Forecasts | CLT | 7.2 | 2006 | Claims | Forecast dates on the Claims screen will now be displayed in italics. | TFS26873 | ||
| Construction Progress Days | CLT | 7.2 | 2006 | Logistics Programme Progress | A new progress dialog is available to estimate percentage progress for manually created activities | TFS44244 | ||
| Maintenance Period Option | ECM | 7.2 | 2020 | Maintenance Overview | A new Maintenance Period Commencement option, Warranty Insurance Received, can be set in Security Preferences. | TFS37711 | FD13586 | |
| Work Order Validation | ECM | 7.2 | 2025 | Work Order (Approval Request) dialog | A range of validations have been introduced to the Work Order dialog, including requirements for minimum values and selections. | TFS43292 | FD16803 | |
| Contact Middle Name | ECM | 7.2 | 2025 | Client Overview | The Middle Name field is now included in the autocomplete process for Full Name | TFS43291 | FD17262 | |
| Batch Receipts | ECM | 7.2 | 2026 | Claims Batch Receipts | A log of Batch Receipts can now be saved. | Pending | TFS25514 | |
| Framework Inbox | ECM | 7.2 | 2031 | CRM Comment | Emails that are identified by Email Monitor on the Perspective Platform can now be displayed the Comments screen. | Pending | TFS43986 | |
| Smart Sync | CLT | 7.2 | 2004 | Synchronisation | A new Smart Sync has been introduced to streamline the synchronisation process. This is done by determining what needs to be synchronised. | Pending | TFS20385 | |
Under Consideration
| Description | App | Version | Location | Detail | Guide | # | Client # | |
|---|---|---|---|---|---|---|---|---|
| Bulk Emailing | ECM | Bulk Emailing | Bulk Emailing | TFS27993 | ||||
| DMS for Merge Documents | ECM | Merge Documents | Merge Documents | TFS38856 | ||||
| Sage 20.1 & WMS 5.9.1 | INT | Compatibility | TFS44553 | |||||