MyNewHome

Return to Client Relationship Management
The MyNewHome screen provides an interface between Framework ECM and the client web access (Framework MyNewHome Portal).

The four main tabs include: 

• Accounts Tab

• Audit Tab

• Website Tab

• Update (All Clients) Tab

Accounts Tab

The Accounts tab allows for the management of client web users. Clients entered here will have access to the Framework MyNewHome Portal.

Open

Procedures

Creating A Web Portal User

1. Click New. The Web User dialog will be displayed.

2. Enter the details.

3. Click OK. The dialog will close and a web user will be created.

Audit Tab

Open

Website Tab

Procedures

Log On To The MyNewHome Website

1. Click the Log On button. The MyNewHome website will be displayed.
   
   
   

Update (All Clients) Tab

Procedures

Selecting A Contact

1. From either list, select the client to display in the context bar.

2. Click Select. The context bar will be updated with the selected client's details.

Updating A Client

1. From the MyNewHome Client Updates list, select a client to update.

2. Click Edit. The Update Client dialog will be displayed.

3. Modify the details.

4. Click Update. A confirmation prompt will appear.

5. Click Yes. The confirmation prompt and the dialog will close and the modified client details will be updated.

Updating A Contact

1. From the MyNewHome Entity Updates list, select a client to update.

2. Click Edit. The Update Contact dialog will be displayed.\

3. Modify the details.

4. Click Update. A confirmation prompt will appear.

5. Click Yes. The confirmation prompt and the dialog will close and the modified contact details will be updated.