Creating a New Client

Number

Internally generated number. This can be manually changed from the default to any free-text value.

Full Name

Full name of the client. Click the Full Name copy button to copy the information entered on the Simple tab or manually enter a full name.

Salutation

Salutation of the client. Click the Salutation copy button to copy the information entered on the Simple tab or manually enter a salutation.

Report/Search Name

Surname(s) of the client. Click the Report/Search Name copy button to copy the information entered on the Simple tab or manually enter a report/search name.

Client Type

Type of client. Click the Client Type popup button to select. Standard selections include: 

• Personal

• Corporate

Priority

Priority assigned to the client. Click the Priority popup button to select. Standard selections include: 

• Normal

• High

Custom Address Format?

Is the address for the client a custom address? 

• No (default): The address is a standard Australian address (street or PO Box).

• Yes: The address is a custom address. The Custom field must be entered.

Street Number

Street number for the correspondence address.

Street Name

Street name for the correspondence address.

Suburb

Australian suburb for the correspondence address. Click the Suburb popup button to select.

Once selected, the State and Postcode fields will be automatically populated.

State

Australian state for the correspondence address. This will be automatically populated once the suburb has been selected. This field is locked and cannot be edited.

Postcode/Map Ref.

Postcode: Australian postcode for the correspondence address. This will be automatically populated once the suburb has been selected. This field is locked and cannot be edited.

Map Ref.: Map reference for the correspondence address.

Enterprise

Enterprise to which the client belongs. This field is locked and cannot be edited.

Division

Division to which the client belongs. This field is locked and cannot be edited.

Region

Region to which the client belongs. This field is locked and cannot be edited.

Region/Division

Region/division to which the client belongs. This field is locked and cannot be edited.

Accounts Company

Accounts company allocated to the client file. This refers to the company to which funds are paid. Click the Accounts Company popup button to select.

Owner User

Framework user who owns the client. Click the Owner User popup button to select.

Stock Holding Client?

Is the client a stock holding client only? 

• No (default): The client is not a stock holding client.

• Yes: The client is a stock holding client.

Accounts Reference

Reference to this client from a third party software package.

Click to set the selected contact as the primary contact. The Primary column details will be updated.

Click to create a new contact. The Select Entity dialog will be displayed.

Click to edit the selected contact from the Contacts list.

Click to delete the selected contact from the Contacts list.

Click to import client details that have been captured in Framework Sales Advice Management or Framework Client Relationship Management. The Select Client Import Source dialog will be displayed.

Captured Date

Date the sales lead was captured.

Captured Time

Time the sales lead was captured.

Captured By/Operator

The salesperson who captured the sales lead. Click the Captured By/Operator popup button to select.

Operator Notes

A free text area for notes regarding the sales lead.

First Appointment

Date of the first sales introduction appointment. This field is locked and cannot be edited.

Appointment Count

The number of appointments created. This field is locked and cannot be edited.

Current Appointment

Date of the current sales introduction appointment. Click the Current Appointment popup button to create a sales appointment.

Consultant

Consultant allocated to the current appointment. This field is locked and cannot be edited.

Company

Third-party referral company by which the sales lead was created. Click the Company popup button to select.

Contact/Context

Third-party referral company contact by which the sales lead was created. Click the Contact/Context popup button to select

Referral Source Notes

A free text area for notes regarding the referral.

Promotion

Promotion associated with the sales lead. Click the Promotion popup button to select.

Method

Referral method by which the sales lead was created. Click the Method popup button to select.

Preferred Suburb

The preferred suburb in which the client would like to live. Click the Preferred Suburb popup button to select.

Preferred Estate

Preferred estate in which the client would like to live. Click the Preferred Estate popup button to select.

Land Selected?

Does the client have land on which to build?

• No (default): The client does not have any land on which to build.

• Yes: The client has land on which to build.

House Price

Anticipated house price budget.

Land Price

Anticipated land price budget.

Total Price

Anticipated house and land price budget.

Deposit Required

Anticipated deposit required.

Current Client Funds

Current funds the client has available for the purchase of a house or land.

Number

The number of the file. Internally generated number. This can be manually entered by clicking the Enter File Number button.

Created

Date the file was created. The default is today's date.

Physical File?

Is there a physical file associated with the file?

• No (default): A physical folder associated with the file is not available.

• Yes: A physical folder associated with the file is available.

Unit Development?

Is the job a unit development? 

• No (default): The development is not a unit.

• Yes: The development is a unit.

Dwelling Count

The number of dwellings contained in the file.

File Notes

A free text area for notes regarding the file.

Accounts Company

Accounts company allocated to the file. This refers to the company to which funds are paid. Click the Accounts Company popup button to select.

Team

The team allocated to the file. Click the Team popup button to select.

Accounts Reference

Reference to this file from a third party software package.

Sale Type

Sale type allocated to the client file. Click the Sale Type popup button to select.

Select Land

Land selection option.

If the sale type does not require enterprise land, then this option is not applicable, and the field is locked. If the sale type requires enterprise land, click the Select Land popup button to select.

Lot Number

Lot number for the land on which the house will be built.

Street Number

The street number for the land on which the house will be built.

Street Name

The street name for the land on which the house will be built.

Suburb

Australian suburb for the land address. Click the Suburb popup button to select.

Once selected, the State and Postcode fields will be automatically populated.

State

Australian state for the land address. This will be automatically populated once the suburb has been selected. This field is locked and cannot be edited.

Postcode/Map Ref.

Postcode: Postcode for the land address. This will be automatically populated once the suburb has been selected. This field is locked and cannot be edited.

Map Ref.: Map reference for the land address.

Accounts Company

Accounts company allocated to the land. This refers to the company to which funds are paid. Click the Accounts Company popup button to select.

Team

Team to which the land belongs. Click the Team popup button to select.

Area/Frontage

Area: Size of the land (m2) on which the house will be built.

Frontage: Street frontage of the land (m2) on which the house will be built.

Easement?

Does the land include an easement? 

• No (default): The land does not include an easement.

• Yes: The land includes an easement.

Name

Name of the estate on which the land is located. Click the Name popup button to select.

Stage

Stage of the estate on which is the land is located. Click the Stage popup button to select.

Council

Name of the council on which the land is located. Click the Council popup button to select.

Contact Person

Council contact for the land. Click the Contact Person popup button to select.

Council Notes

A free text area for notes regarding the council.

Title Office Release

Date the title office released the land for sale.

Available for Sale?

Is the land available for sale? 

• No (default): The land is not available for sale.

• Yes: The land is available for sale.

Manual Forecast
/Actual

Manual Forecast: Date when the client is scheduled to settle on the land.

Actual: Date the client settled on the land.

Accounts Reference

Reference to this land from a third party software package.

Job Number

Number of the job. Internally generated number. This can be manually entered by clicking theEnter Job Number button.

Job Type

Type of job being constructed. Click the Job Type popup button to select.

Example: Englobo Land Job, Estate Job, Estate Stage Job, Single Lot - Land Only Job, Single Lot - Land & Building(s).

Job Name/Title

Name for the job, if it is to be identifiable by something other than the address.

Job Description

Description of the job.

Reference (Client Job #)

External system client job number reference.

Reference (Client PO #)

External system client purchase order number reference.

Sale Type

Sale type for the job. Click the Sale Type popup button to select.

Administration Team

Administration team allocated to the job. Click the Administration Team popup button to select.

Construction Team

Construction team allocated to the job. Click the Construction Team popup button to select.

Context Identification

An extra identifier, if required. Context identifiers allows another level of grouping within a region/division. Click the Context Identifier popup button to select.

Accounts Company

Accounts company allocated to the job. This refers to the company to which funds are paid. Click the Accounts Company popup button to select.

Owner User

Framework user who owns the client. Click the Owner User popup button to select.

Tranche

Tranche to which the job belongs. A tranche is a selection of jobs within a construction group. Click the Tranche popup button to select.

Priority

Priority assigned to the job. Click the Priority popup button to select. Standard selections include: 

• Normal

• High

Package

House package allocated to the job. Click the Package popup button to select.

Promotion

Promotion allocated to the job. Click the Promotion popup button to select.

Product

Product allocated to the job. Click the Product popup button to select.

Class

House class allocated to the job. Click the Class popup button to select.

Type

House type allocated to the job. Click the Type popup button to select.

Facade

Facade allocated to the job. Click the Facade popup button to select.

Series

House series allocated to the job. Click the Series popup button to select.

Siting

House siting allocated to the job. Click the Siting popup button to select.

Elevation

House elevation allocated to the job. Click the Elevation popup button to select.

Base House Price

Base house price.

VPB Version

Variation price book allocated to the job. Click the VPB Version popup button to select.

VPB Area

Variation price book area allocated to the job. Click the VPB Area popup button to select.

Inclusions Template

Inclusions template linked to the job. Click the Inclusions Template popup button to select.

Baseline Admin Complete

Baseline forecast date. This date forecasts when the job will be ready to go to site.

Contract Number

Number of the contract.

Custom GST?/Rate

Custom GST?:

Is the GST rate a customised value?

• Yes: The GST rate varies from the rate set in the system preferences. The Ratefield is unlocked for editing.

• No: The GST rate remains as the rate set in the system preferences. The Ratefield remains locked.

Rate:

Customised GST percentage value.

Amount (ex GST)

Contract value excluding GST.

Amount (GST)

GST value of the contract. The amount is calculated from either the Amount (ex GST) orAmount (inc GST) values, based on the Rate selection.

Amount (inc GST)

Contract value including GST.

Sales (Pre Admin) Comp.

Forecast: Forecast completion date of the sales stage.

Actual: Actual completion date of the sales stage.

Admin Complete

Forecast: Forecast completion date of the administration (pre-site) stage.

Actual: Actual completion date of the administration (pre-site) stage.

Constr. Complete

Forecast: Forecast completion date of the construction stage.

Actual: Actual completion date of the construction stage.

Job PKID

Primary key ID for the job that is used internally for references to the database. This field is locked and cannot be edited.

BOQ Reference

Bill Of Quantities (BOQ) reference in an estimating system for the job. Click theBOQ Reference copy button to copy the Job Number field or manually enter a BOQ reference.

Accounts Reference

Reference to this job from a third party software package. Click the Accounts Reference copy button to copy the Job Number field or manually enter an accounts reference.

Custom Folder?

Will the linked files be located in a custom folder? 

• No (default): The linked files will be located in the default folder specified in theFolder Name field.

• Yes: The linked files will be located in a custom folder. The Folder Name field must be selected.

Folder Name

Location of the job linked files. Click the Folder Name popup button to select.

Primary Salesperson

Primary salesperson for the job. Click the Primary Salesperson popup button to select.

Location

Location where the job was sold. Click the Location popup button to select.

Salesperson

Secondary salesperson for the job. Click the Salesperson popup button to select.

Location

Location where the job was sold. Click the Location popup button to select.

Sale Reported

Date the sale was reported.

Method

Payment method for the deposit. Click the Method popup button to select.

Example: EFTPOS, Cheque, etc.

Received

Date the office received the deposit.

Banked

Date the office banked the deposit.

Account

Account in to which the deposit will be banked. Click the Account popup button to select.

Receipt

Receipt number of the deposit.

Amount

Deposit amount.

Method Details

Free text area for notes regarding the deposit.