The Client/Job Details screens display information about the selected client such as contacts, telephone numbers, email addresses, the job's address, staff, and house information.
Client Details Sidebar
The Client Details sidebar contains the following options:
Action Group
Action | Description |
|---|---|
View | Opens the Entity Details dialog. |
View Group
View | Description |
|---|---|
Client | Opens the Client Details View |
Tender | Opens the Tender View |
PC VO | Opens the Post Contract Variations View |
Admin FVL | Opens the Final Variation List View |
Building VO | Opens the Building Variations View |
Colours | Opens the Colour Selection View |
Photos | Opens the Photographs View. |
Job Files | Opens the Job Files View. |
Client Details View
The Client Details view displays basic client and job information,such as contacts, contact details, address, house, and associated staff details.
Client Details Group
Group | Description |
|---|---|
Client | Job number and client details. |
Contacts | Contact information. To contact a contact, tap one of the icons. |
Job Address | Job address details. |
Staff | Internal job associates. To contact a staff member, tap one of the icons. |
House | House information. |
Procedures
Emailing Client/Staff Contacts
- Tap . The Untitled – Message dialog will be displayed.
- Enter the details.
- Tap Send. The dialog will close and an email will be sent.
Tender View
Tender List
Column | Description |
|---|---|
# | Document item number. |
Description | Description for the item as entered into the Variation Price Book (VPB) or the Document Item in Framework ECM. |
Price Information | Price status of the tender item. Example: Included, By Client, No Charge, Note Only, Declined, Complimentary, etc. |
Procedures
Viewing Document Items
By default, the document item description is limited to one line when viewed on the screen; however it is possible to view the entire item description if required.
- Tap a selected item. The Document Item dialog will be displayed.
- Tap Cancel to close.
Post Contract Variations View
Filter Group
Selections | Description |
|---|---|
Select Variation | Displays the selected variation. Tap the drop-down list to select a variation. |
Total Variations | Total number of variations available. |
Post Contract Variations List
Column | Description |
|---|---|
# | Post contract variation number. |
Description | Post contract variation description. |
Price Information | Price status of the post contract variation item. Example: Included, By Client, No Charge, Note Only, Declined, Complimentary, etc. |
Procedures
Viewing Document Items
By default, the document item description is limited to one line when viewed on the screen; however it is possible to view the entire item description if required.
- Tap a selected item. The Document Item dialog will be displayed.
- Tap Cancel to close.\
Final Variation List View
Final Variation List
Column | Description |
|---|---|
# | Final variation number. |
Description | Final variation description. |
Price Information | Price status of the final variation item. Example: Included, By Client, No Charge, Note Only, Declined, Complimentary, etc. |
Procedures
Viewing Document Items
By default, the document item description is limited to one line when viewed on the screen; however it is possible to view the entire item description if required.
- Tap a selected item. The Document Item dialog will be displayed.
- Tap Cancel to close.
Building Variations View
Filter Group
Selections | Description |
|---|---|
Select Variation | Displays the selected variation. Tap the drop-down list to select a variation. |
Total Variations | Total number of variations available. |
Building Variations List
Column | Description |
|---|---|
# | Building variation number. |
Description | Building variation description. |
Price Information | Price status of the building variation item. Example: Included, By Client, No Charge, Note Only, Declined, Complimentary, etc. |
Procedures
Viewing Document Items
By default, the document item description is limited to one line when viewed on the screen; however it is possible to view the entire item description if required.
- Tap a selected item. The Document Item dialog will be displayed.
- Tap Cancel to close.
Colour Selection View
Colour Selection List
Column | Description |
|---|---|
Item | Colour selection item. |
Selection Level 1 | Selection level 1. |
Selection Level 2 | Selection level 2. |
Selection Level 3 | Selection level 3. |
Procedures
Viewing Colour Selection Items
- Tap a colour selection item. The Specification dialog will be displayed.
- Tap Cancel to close.
Photographs View
Photographs List
Group | Description |
|---|---|
Category | Photograph category. |
Photographs | Image recorded against the photograph. |
Job Files View
Job Files List
Group | Description |
|---|---|
Folders | Folder structure for job folders. |
Files | Displays file information for the selected folder, such as:
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