Client Relationship Management (CRM) refers to the features of Framework ECM that are used to manage communications between a client and the enterprise. Communications include comments, alerts, follow up, and priority customer service issues.
Some CRM tools, such as comments and alerts, can be accessed from any screen in the Production Management module using the relevant keyboard shortcut.
User specific features of the CRM, such as personal follow up and personal work flow analysis, are also accessed through the Tools menu. These are specific to the current user, and are used to support efficient management of jobs.
The key areas covered in CRM are:
- Comment Overview
- New Comment
- Department Comments
- Alert Overview
- New Alert
- Follow Up Overview
- New Follow Up
- Job Messages
- Priority Customer Service
- Job Mail Merge/Export History
- Gallery
- Linked Files
- MyNewHome