Framework 7.2 Release Notes

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	7.2	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 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 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 ECM CLD	7.2	2009 2034 2003	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
DMS for Merge Documents	ECM	7.2	2037	Merge Documents	When 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.	Pending	TFS#38856
Sage and WMS Compatibility	INT/CLD	7.2	20xx	Compatibility	Framework is now compatible with Sage 20.1 & WMS 5.9.2		TFS44553

Under Consideration

Description	App	Version		Location	Detail	Guide	#	Client #
Bulk Emailing	ECM			Bulk Emailing	Bulk Emailing		TFS27993

Framework Guides

Framework 7.2 Release Notes

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Under Consideration

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