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Fraame Client Forum

Fraame Client Forum. Maximising Your Investment In FileVision November 2011. Shortcut Buttons.

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Fraame Client Forum

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  1. Fraame Client Forum Maximising Your Investment In FileVision November 2011

  2. Shortcut Buttons Shortcut buttons can be added to the RM details tab in FileVision for version 5.5 onwards. These buttons can be things like image, document and eForm shortcuts. Most FileVision functionality can be added as a shortcut.

  3. Examples of Shortcuts

  4. Photo/Image Review Shortcut Button A shortcut button can be added which allows users to view photos or images. For example this could be a photo of a client or staff member or a logo for a company.

  5. Select Image If more than one image is available you can pick from an available list.

  6. For A Single Image If there is only one photo or image saved then the photo will automatically open.

  7. eForm Review Shortcut Button A shortcut button can be added that opens an eForm or multiple eForms.

  8. eForm Displays Select from a list if there is more than one eForm otherwise the eForm will open (in view mode).

  9. Improved Searching -eForm Data Searching It is now possible to search on the information entered on eForms in FileVision for version 5.5 onwards. Any eForm can be searched – contact your Fraame Administrator to set this up.

  10. Examples of eForm Searching

  11. An Immunisation Record For A Client You can search for information on an eform that has been entered as a “tick box”.

  12. Search eForm Filters Enter true or false as the search value and start search.

  13. Search Results FileVision will return a list of eForms that meet the selected criteria. From there you can view, modify, print, export to excel, change keywords, checkout etc.

  14. Employee Expense eForm You could search for all employee’s expense eForms that have been filled out by month, year, date etc.

  15. Enter Search Criteria Enter search criteria for example all expense eForms filled out in the year 2011. The year will appear as a drop down similar to the eForm.

  16. Search Results The search results lists all of the eForms saved that meet this criteria. From there you can view, modify, print, export to excel, change keywords, checkout etc.

  17. Relationship Manager Templates Templates allow for customisation and streamlining of address and contact RM data entry. In addition you can make all or a selected number of fields mandatory. E.g. postcode etc. You can also change the order of information – most common at the top.

  18. Examples of RM Templates

  19. Adding Different Types Of Contacts The RM template can be formatted so that you can enter not only address information but other contact details such as key contacts, emergency contacts, alternative or physical address or partner/spouse information etc.

  20. Human Resources RM Template The information you enter for Human Resources could be quite different to client information.

  21. Making FileVision Changes Easy Using eForms and automation in FileVision to speed up changing RM data and information.

  22. Examples of Making Information Changing Easy

  23. Update Multiple RM Records – Simple Example A simple eForm that can be used to record and automatically update multiple RM records for address details . In addition all linked RM records can be updated. This example is ideal for changing clients that have family members as RM entries etc.

  24. Update Multiple RM Records – Complex Example A more complex example where RM records across multiple modules can be changed and individual contacts can be picked out. This example is ideal if you capture many different RM details for the same business etc.

  25. FileVision Automation Filevision can perform many tasks automatically. These can be scheduled to happen overnight, hourly, two hourly etc and can include any number of FileVsion functions.

  26. Examples Age calculator for clients, staff etc based on their date of birth. Automatic workflow kick off daily, monthly, yearly etc. Automatic document and RM data imports and exports. Birthday and anniversary reminders (via actions) for staff and clients

  27. Making Password Administration Easy And Secure It is now possible for self administration of passwords in FileVision for version 5.5 onwards.

  28. Forgotten Password If users forget their current password they can click on the Forgotten Password button.

  29. Password Generator A temporary password will be generated and emailed to users (if their email address is entered). Thus saving the need for FileVision Administrators to reset passwords.

  30. Discussion Ideas for maximising your FileVision investment. Ideas for automation. Your feedback.

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