Framework 7.2 Release Notes

Owned by Julie Doyle-Whitelock (Deactivated)
Last updated: Aug 12, 2021 by Matthew Garrett
2 min read

Inclusions and planned changes for Framework 7.2 release.

Description

 App

Version

Location

Detail

Guide

#

Client #

Sharing VPBs between Regions/Divisions

ECM
SAM
INT
VPB

7.22013Various The Region/Division for a VPB Version will now be distinct for each, rather than All Region/Divisions. PendingTFS38299FD14722
New Content Parish and CountyECM7.22006Estate & Estate Stage dialogsAdditional content has been added to the Estate & Estate Stage dialogsPendingTFS39433FD15270
SMS controlled by permissionECM7.22018SMSSMS access will now be controlled by a unique permission.
TFS40242
Secondary Salesperson solutionECM7.22033

New Client
Pre-Admin Overview
Commission

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 SolutionECM
CLD
CLT		7.22033LogisticsRules can now be applied to Logistic Activities within a Programme Critical Path to warn or restrictPendingTFS28060FD5403
Submit Contract to HIA solutionECM7.22033Contract OverviewA new Submit process is available that will push selected information from Framework ECM through to the HIA Contract portal.PendingTFS33605
Ordering of Region/Division TestsADM7.22005Work Flow Analysis TestWork Flow Analysis Test
TFS41042FD16380
Commissions Management ImprovementsADM7.22007CommissionThe Commissions screen has been updated to display an Order column, and further detail about the selected Commission type.
TFS41105FD16423
Customer Portal (Nexus) Work Flow Stage 

ADM
ECM
CLD


7.2

2009
2034
2003

VariousWe have added the ability to link Nexus Workflow to dates and activities in Framework ECM, so dates added will be updated on the Platform.PendingTFS45552
Survey ADM
ECM		7.22009
2034		VariousWe have added the ability to link Surveys to Framework ECM, so Communication Rules can be set to trigger Survey requirements.PendingTFS45715
Claims ForecastsCLT7.22006ClaimsForecast dates on the Claims screen will now be displayed in italics.
TFS26873
Construction Progress DaysCLT7.22006Logistics Programme Progress A new progress dialog is available to estimate percentage progress for manually created activities
TFS44244
Maintenance Period OptionECM7.22020Maintenance OverviewA new Maintenance Period Commencement option, Warranty Insurance Received, can be set in Security Preferences.
TFS37711FD13586
Work Order ValidationECM7.22025Work Order (Approval Request) dialogA range of validations have been introduced to the Work Order dialog, including requirements for minimum values and selections.
TFS43292FD16803
Contact Middle Name ECM7.22025Client OverviewThe Middle Name field is now included in the autocomplete process for Full Name
TFS43291FD17262
Batch ReceiptsECM7.22026Claims Batch ReceiptsA log of Batch Receipts can now be saved.PendingTFS25514
Framework InboxECM7.22031CRM CommentEmails that are identified by Email Monitor on the Perspective Platform can now be displayed the Comments screen. PendingTFS43986
Smart SyncCLT7.22004SynchronisationA new Smart Sync has been introduced to streamline the synchronisation process.  This is done by determining what needs to be synchronised.PendingTFS20385
DMS for Merge DocumentsECM7.22037Merge DocumentsWhen creating a Merge Document, the option is now available to send the resulting document directly to DMS.  Existing LAN files can also be sent to DMS.PendingTFS#38856
Sage and WMS CompatibilityINT/CLD7.2 20xxCompatibilityFramework is now compatible with Sage 20.1 & WMS 5.9.2
TFS44553

Under Consideration

DescriptionAppVersion
LocationDetailGuide#Client #
Bulk EmailingECM

Bulk EmailingBulk Emailing
TFS27993