{"id":2556,"date":"2021-10-29T13:50:57","date_gmt":"2021-10-29T13:50:57","guid":{"rendered":"https:\/\/www.volume-software.com\/?p=2556"},"modified":"2022-07-06T07:31:06","modified_gmt":"2022-07-06T07:31:06","slug":"reflexclient-4-4","status":"publish","type":"post","link":"https:\/\/www.volume-software.com\/en\/news-en\/software-en\/reflexclient-4-4\/","title":{"rendered":"ReflexClient 4.4"},"content":{"rendered":"\n<p class=\"txtjust\">Volume Software is pleased to introduce ReflexClient version 4.4. This version enriches the user experience with the <strong>new concept of business deals<\/strong> which replaces opportunities.<\/p>\n\n\n\n<p class=\"txtjust\">Let&#8217;s see what it&#8217;s all about.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Business deals<\/h2>\n\n\n\n<p class=\"txtjust\">As stated in our introductory text, sales opportunities were replaced by <strong>business deals<\/strong>. These benefit from a <strong>new screen<\/strong> and offer <strong>new features<\/strong>. Please note that existing opportunities will be automatically converted to business deals following the update process.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">New window<\/h3>\n\n\n\n<figure class=\"wp-block-image size-large txtjust\"><a href=\"https:\/\/www.volume-software.com\/wp-content\/uploads\/2021\/10\/affaires-ecran-detail.png\" data-rel=\"lightbox-image-0\" data-rl_title=\"\" data-rl_caption=\"\" title=\"\"><img loading=\"lazy\" decoding=\"async\" width=\"600\" height=\"526\" src=\"https:\/\/www.volume-software.com\/wp-content\/uploads\/2021\/10\/affaires-ecran-detail-600x526.png\" alt=\"\" class=\"wp-image-2447\" srcset=\"https:\/\/www.volume-software.com\/wp-content\/uploads\/2021\/10\/affaires-ecran-detail-600x526.png 600w, https:\/\/www.volume-software.com\/wp-content\/uploads\/2021\/10\/affaires-ecran-detail-400x351.png 400w, https:\/\/www.volume-software.com\/wp-content\/uploads\/2021\/10\/affaires-ecran-detail-190x167.png 190w, https:\/\/www.volume-software.com\/wp-content\/uploads\/2021\/10\/affaires-ecran-detail-768x673.png 768w, https:\/\/www.volume-software.com\/wp-content\/uploads\/2021\/10\/affaires-ecran-detail-810x710.png 810w, https:\/\/www.volume-software.com\/wp-content\/uploads\/2021\/10\/affaires-ecran-detail.png 1070w\" sizes=\"auto, (max-width: 600px) 100vw, 600px\" \/><\/a><\/figure>\n\n\n\n<p class=\"txtjust\">Like for other elements of ReflexClient, like companies or contacts, the business deals window can be divided in <strong>three main parts<\/strong>:<\/p>\n\n\n\n<ul class=\"txtjust wp-block-list\"><li>The upper band gives access to the <strong>contacts, notes, appointments and jobs<\/strong> relating to the business deal<\/li><li>The left panel gives access, in standard, to <strong>General information<\/strong> and <strong>Additional information about the business deal<\/strong>, as well as customizable menus<\/li><li>The right, main, panel, is used to <strong>perform actions on business deals<\/strong><\/li><\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">General information<\/h3>\n\n\n\n<figure class=\"wp-block-image size-large\"><a href=\"https:\/\/www.volume-software.com\/wp-content\/uploads\/2021\/10\/affaires-detail-informations-generales.png\" data-rel=\"lightbox-image-1\" data-rl_title=\"\" data-rl_caption=\"\" title=\"\"><img loading=\"lazy\" decoding=\"async\" width=\"600\" height=\"316\" src=\"https:\/\/www.volume-software.com\/wp-content\/uploads\/2021\/10\/affaires-detail-informations-generales-600x316.png\" alt=\"\" class=\"wp-image-2449\" srcset=\"https:\/\/www.volume-software.com\/wp-content\/uploads\/2021\/10\/affaires-detail-informations-generales-600x316.png 600w, https:\/\/www.volume-software.com\/wp-content\/uploads\/2021\/10\/affaires-detail-informations-generales-400x210.png 400w, https:\/\/www.volume-software.com\/wp-content\/uploads\/2021\/10\/affaires-detail-informations-generales-190x100.png 190w, https:\/\/www.volume-software.com\/wp-content\/uploads\/2021\/10\/affaires-detail-informations-generales.png 732w\" sizes=\"auto, (max-width: 600px) 100vw, 600px\" \/><\/a><\/figure>\n\n\n\n<p class=\"txtjust\">In the General information tab, the upper part of the screen <span class=\"has-inline-color has-vce-acc-color\">\u2460<\/span> allows you to enter <strong>general information about the business deal<\/strong>, including its <strong>object<\/strong> (business deal title) and its <strong>description<\/strong>.<\/p>\n\n\n\n<p class=\"txtjust\">Like for the company and customer records, an icon enables you to <strong>add quickly the business deal to your favourites<\/strong>. The notions of business deal number and variant, as well as the indicators displayed on the right, are detailed in dedicated sections.<\/p>\n\n\n\n<p class=\"txtjust\">The lower left part <span class=\"has-inline-color has-vce-acc-color\">\u2461<\/span> enables you to enter the information about the <strong>target company<\/strong> of the business deal:<\/p>\n\n\n\n<ul class=\"txtjust wp-block-list\"><li>The <strong>company<\/strong>, required.<\/li><li>The <strong>facility<\/strong> within the company, where appropriate.<\/li><li>The <strong>group<\/strong>, automatically retrieved of the company is attached to a group.<\/li><li>Your <strong>contact<\/strong> inside the company.<\/li><\/ul>\n\n\n\n<p class=\"txtjust\">The lower right part <span class=\"has-inline-color has-vce-acc-color\">\u2462<\/span> allows you to inform the <strong>business deal details<\/strong>:<\/p>\n\n\n\n<ul class=\"txtjust wp-block-list\"><li>A <strong>business deal manager<\/strong>, in your company.<\/li><li>An <strong>umbrella project<\/strong> for the business deal.<br>Clicking on the selector will display the list of existing projects and allow the creation\/modification\/deletion of projects. Note that the notion of project can apply to different companies for which we would like to regroup business deals.<\/li><li>The business deal <strong>family<\/strong>, for example the &#8220;Packaging&#8221; or &#8220;POS&#8221; families in the cardboard business.<\/li><li>The business deal <strong>origin<\/strong>, in order to specify the channel which brought the deal, e.g. &#8220;Website&#8221;, &#8220;Advertisement&#8221; or &#8220;Fair&#8221;.<\/li><\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">Business deal numbers and variants<\/h3>\n\n\n\n<figure class=\"wp-block-image size-full\"><a href=\"https:\/\/www.volume-software.com\/wp-content\/uploads\/2021\/10\/affaires-detail-numero-variante.png\" data-rel=\"lightbox-image-2\" data-rl_title=\"\" data-rl_caption=\"\" title=\"\"><img loading=\"lazy\" decoding=\"async\" width=\"495\" height=\"44\" src=\"https:\/\/www.volume-software.com\/wp-content\/uploads\/2021\/10\/affaires-detail-numero-variante.png\" alt=\"\" class=\"wp-image-2453\" srcset=\"https:\/\/www.volume-software.com\/wp-content\/uploads\/2021\/10\/affaires-detail-numero-variante.png 495w, https:\/\/www.volume-software.com\/wp-content\/uploads\/2021\/10\/affaires-detail-numero-variante-400x36.png 400w, https:\/\/www.volume-software.com\/wp-content\/uploads\/2021\/10\/affaires-detail-numero-variante-190x17.png 190w\" sizes=\"auto, (max-width: 495px) 100vw, 495px\" \/><\/a><\/figure>\n\n\n\n<h4 class=\"wp-block-heading\">Business deal number<\/h4>\n\n\n\n<p class=\"txtjust\">The business deal numbering is performed when ReflexClient communicates with the server. <\/p>\n\n\n\n<p class=\"txtjust\">This works as follows:<\/p>\n\n\n\n<ul class=\"txtjust wp-block-list\"><li>When I create the business deal, the number is not assigned yet:<\/li><\/ul>\n\n\n\n<figure class=\"wp-block-image size-full\"><a href=\"https:\/\/www.volume-software.com\/wp-content\/uploads\/2021\/10\/affares-numero-variante.png\" data-rel=\"lightbox-image-3\" data-rl_title=\"\" data-rl_caption=\"\" title=\"\"><img loading=\"lazy\" decoding=\"async\" width=\"407\" height=\"40\" src=\"https:\/\/www.volume-software.com\/wp-content\/uploads\/2021\/10\/affares-numero-variante.png\" alt=\"\" class=\"wp-image-2455\" srcset=\"https:\/\/www.volume-software.com\/wp-content\/uploads\/2021\/10\/affares-numero-variante.png 407w, https:\/\/www.volume-software.com\/wp-content\/uploads\/2021\/10\/affares-numero-variante-400x39.png 400w, https:\/\/www.volume-software.com\/wp-content\/uploads\/2021\/10\/affares-numero-variante-190x19.png 190w\" sizes=\"auto, (max-width: 407px) 100vw, 407px\" \/><\/a><\/figure>\n\n\n\n<ul class=\"txtjust wp-block-list\"><li>When I am done completing the business deal and if I am connected to the server, a business deal number is automatically assigned when saving the deal:<\/li><\/ul>\n\n\n\n<figure class=\"wp-block-image size-full\"><a href=\"https:\/\/www.volume-software.com\/wp-content\/uploads\/2021\/10\/creation-affaire-numero.png\" data-rel=\"lightbox-image-4\" data-rl_title=\"\" data-rl_caption=\"\" title=\"\"><img loading=\"lazy\" decoding=\"async\" width=\"348\" height=\"60\" src=\"https:\/\/www.volume-software.com\/wp-content\/uploads\/2021\/10\/creation-affaire-numero.png\" alt=\"\" class=\"wp-image-2457\" srcset=\"https:\/\/www.volume-software.com\/wp-content\/uploads\/2021\/10\/creation-affaire-numero.png 348w, https:\/\/www.volume-software.com\/wp-content\/uploads\/2021\/10\/creation-affaire-numero-190x33.png 190w\" sizes=\"auto, (max-width: 348px) 100vw, 348px\" \/><\/a><\/figure>\n\n\n\n<ul class=\"txtjust wp-block-list\"><li>If I am not connected to the server, the business deal number will remain unassigned until the next server synchronization.<\/li><\/ul>\n\n\n\n<h4 class=\"wp-block-heading\">Variants<\/h4>\n\n\n\n<p class=\"txtjust\">Just like it is possible to create estimate variants in your ERP (e.g. technical, colour, quantity variants), you can also create business deal variants.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><a href=\"https:\/\/www.volume-software.com\/wp-content\/uploads\/2021\/10\/affaires-creation-variante.png\" data-rel=\"lightbox-image-5\" data-rl_title=\"\" data-rl_caption=\"\" title=\"\"><img loading=\"lazy\" decoding=\"async\" width=\"600\" height=\"234\" src=\"https:\/\/www.volume-software.com\/wp-content\/uploads\/2021\/10\/affaires-creation-variante-600x234.png\" alt=\"\" class=\"wp-image-2459\" srcset=\"https:\/\/www.volume-software.com\/wp-content\/uploads\/2021\/10\/affaires-creation-variante-600x234.png 600w, https:\/\/www.volume-software.com\/wp-content\/uploads\/2021\/10\/affaires-creation-variante-400x156.png 400w, https:\/\/www.volume-software.com\/wp-content\/uploads\/2021\/10\/affaires-creation-variante-190x74.png 190w, https:\/\/www.volume-software.com\/wp-content\/uploads\/2021\/10\/affaires-creation-variante-768x300.png 768w, https:\/\/www.volume-software.com\/wp-content\/uploads\/2021\/10\/affaires-creation-variante-1536x599.png 1536w, https:\/\/www.volume-software.com\/wp-content\/uploads\/2021\/10\/affaires-creation-variante-810x316.png 810w, https:\/\/www.volume-software.com\/wp-content\/uploads\/2021\/10\/affaires-creation-variante-1140x445.png 1140w, https:\/\/www.volume-software.com\/wp-content\/uploads\/2021\/10\/affaires-creation-variante.png 1646w\" sizes=\"auto, (max-width: 600px) 100vw, 600px\" \/><\/a><\/figure>\n\n\n\n<p class=\"txtjust\">The variant creation duplicates the <strong>header information<\/strong> of the original business deal (company, manager, \u2026).<br>By default, this is the <strong>main variant<\/strong> but the &#8220;Main variant&#8221; checkbox offers the ability to select the variant to display as the main variant.<\/p>\n\n\n\n<p class=\"txtjust\">The concept of main variant is particularly useful in the <strong>calculation of the total amount of business deals<\/strong>, displayed at the bottom of the business list:<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><a href=\"https:\/\/www.volume-software.com\/wp-content\/uploads\/2021\/10\/affaires-liste-total-montants.png\" data-rel=\"lightbox-image-6\" data-rl_title=\"\" data-rl_caption=\"\" title=\"\"><img loading=\"lazy\" decoding=\"async\" width=\"537\" height=\"170\" src=\"https:\/\/www.volume-software.com\/wp-content\/uploads\/2021\/10\/affaires-liste-total-montants.png\" alt=\"\" class=\"wp-image-2461\" srcset=\"https:\/\/www.volume-software.com\/wp-content\/uploads\/2021\/10\/affaires-liste-total-montants.png 537w, https:\/\/www.volume-software.com\/wp-content\/uploads\/2021\/10\/affaires-liste-total-montants-400x127.png 400w, https:\/\/www.volume-software.com\/wp-content\/uploads\/2021\/10\/affaires-liste-total-montants-190x60.png 190w\" sizes=\"auto, (max-width: 537px) 100vw, 537px\" \/><\/a><\/figure>\n\n\n\n<p class=\"txtjust\">In order not to skew calculations by adding multiple times to amounts relating to the same deal, <strong>only the main variants are totalized<\/strong>.<\/p>\n\n\n\n<p class=\"txtjust\">Nonetheless, ReflexClient offers you the ability to select a group of business deals. Their total amount will be displayed on the same line, after &#8220;Selection&#8221;.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Key Performance Indicators (KPI)<\/h3>\n\n\n\n<figure class=\"wp-block-image size-full\"><a href=\"https:\/\/www.volume-software.com\/wp-content\/uploads\/2021\/10\/affaires-affichage-KPI.png\" data-rel=\"lightbox-image-7\" data-rl_title=\"\" data-rl_caption=\"\" title=\"\"><img loading=\"lazy\" decoding=\"async\" width=\"399\" height=\"329\" src=\"https:\/\/www.volume-software.com\/wp-content\/uploads\/2021\/10\/affaires-affichage-KPI.png\" alt=\"\" class=\"wp-image-2463\" srcset=\"https:\/\/www.volume-software.com\/wp-content\/uploads\/2021\/10\/affaires-affichage-KPI.png 399w, https:\/\/www.volume-software.com\/wp-content\/uploads\/2021\/10\/affaires-affichage-KPI-190x157.png 190w\" sizes=\"auto, (max-width: 399px) 100vw, 399px\" \/><\/a><\/figure>\n\n\n\n<p class=\"txtjust\">In the upper right part of the window, <strong>two new visual indicators<\/strong> are now available.<\/p>\n\n\n\n<ul class=\"txtjust wp-block-list\"><li>The first indicates the status of the business deal, as well as its inactivity.<\/li><li>The second indicates the business deal amount and its chances of success.<\/li><\/ul>\n\n\n\n<p>The various statuses are the following:<\/p>\n\n\n\n<figure class=\"wp-block-table txtjust\"><table><tbody><tr><td><strong>Status<\/strong><\/td><td><strong>Background colour<\/strong><\/td><td><strong>Definition<\/strong><\/td><\/tr><tr><td>Open<\/td><td>The box colour is based on the business deal activity: if it was <strong>just created<\/strong> or <strong>modified in the current week<\/strong>, the business deal is displayed <strong>in green<\/strong>:<br><img loading=\"lazy\" decoding=\"async\" width=\"130\" height=\"98\" src=\"https:\/\/www.volume-software.com\/wp-content\/uploads\/2021\/10\/affaires-statut-active.png\" alt=\"\"><br><br>If the business deal <strong>remains inactive for several weeks<\/strong>, it will progressively turn to <strong>red<\/strong>:<br><img decoding=\"async\" src=\"https:\/\/www.volume-software.com\/wp-content\/uploads\/2021\/10\/affaires-statut-inactive.png\" alt=\"\"><\/td><td>This is an ongoing business deal.<\/td><\/tr><tr><td>Won<\/td><td>A <strong>won<\/strong> business deal displays against a <strong>bright green<\/strong> background:<br><img decoding=\"async\" src=\"https:\/\/www.volume-software.com\/wp-content\/uploads\/2021\/10\/affaires-statut-gagne.png\" alt=\"\"><\/td><td>The deal is won and the box automatically displays the <strong>date of signature<\/strong>.<br><strong>The reason is not required<\/strong>.<\/td><\/tr><tr><td>Lost<\/td><td>A <strong>lost<\/strong> business deal displays against a <strong>bright red<\/strong> background: <br><img decoding=\"async\" src=\"https:\/\/www.volume-software.com\/wp-content\/uploads\/2021\/10\/affaires-statut-perdue.png\" alt=\"\"><\/td><td>The deal is lost.<br><strong>The reason is required<\/strong>.<\/td><\/tr><tr><td>Aborted<\/td><td>An <strong>aborted<\/strong> business deal displays against a <strong>bright red<\/strong> background: <br><img decoding=\"async\" src=\"https:\/\/www.volume-software.com\/wp-content\/uploads\/2021\/10\/affaires-statut-abandonnee.png\" alt=\"\"><\/td><td>The deal is aborted.<br><strong>The reason is required<\/strong>.<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"txtjust\">The second box displays the <strong>entered amount for the business deal<\/strong>, or &#8220;Turnover not evaluated&#8221; if there isn&#8217;t any input amount.<\/p>\n\n\n\n<p class=\"txtjust\">The colour of this box depends on the <strong>chances of success of the business deal<\/strong>.<\/p>\n\n\n\n<p class=\"txtjust\">If the business is won or lost\/aborted, this box will be of the same colour as the business deal status indicator.<\/p>\n\n\n\n<p class=\"txtjust\">However, if the business is open, this box will reflect the chances of success of the business deal: from red for a deal with low prospects of success to green for a deal which will most certainly be successful. Chances of success are materialized by <strong>a percentage and a circle which is more or less completed<\/strong>:<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table><tbody><tr><td><img decoding=\"async\" src=\"https:\/\/www.volume-software.com\/wp-content\/uploads\/2021\/10\/affaires-statut-reussite-30.png\" alt=\"\"><\/td><td><img decoding=\"async\" src=\"https:\/\/www.volume-software.com\/wp-content\/uploads\/2021\/10\/affaires-statut-reussite-60.png\" alt=\"\"><\/td><td><img decoding=\"async\" src=\"https:\/\/www.volume-software.com\/wp-content\/uploads\/2021\/10\/affaires-statut-reussite-90.png\" alt=\"\"><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"txtjust\">Please note: If the business deal amount was not entered, this box will <strong>will remain grey<\/strong> as long as the deal is open.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Sales steps<\/h3>\n\n\n\n<p class=\"txtjust\">The sales steps that you know <strong>were kept<\/strong> in the lower part of the screen, with <strong>a refreshed design<\/strong>.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><a href=\"https:\/\/www.volume-software.com\/wp-content\/uploads\/2021\/10\/affaires-etapes-vente.png\" data-rel=\"lightbox-image-8\" data-rl_title=\"\" data-rl_caption=\"\" title=\"\"><img loading=\"lazy\" decoding=\"async\" width=\"600\" height=\"322\" src=\"https:\/\/www.volume-software.com\/wp-content\/uploads\/2021\/10\/affaires-etapes-vente-600x322.png\" alt=\"\" class=\"wp-image-2483\" srcset=\"https:\/\/www.volume-software.com\/wp-content\/uploads\/2021\/10\/affaires-etapes-vente-600x322.png 600w, https:\/\/www.volume-software.com\/wp-content\/uploads\/2021\/10\/affaires-etapes-vente-400x214.png 400w, https:\/\/www.volume-software.com\/wp-content\/uploads\/2021\/10\/affaires-etapes-vente-190x102.png 190w, https:\/\/www.volume-software.com\/wp-content\/uploads\/2021\/10\/affaires-etapes-vente-768x412.png 768w, https:\/\/www.volume-software.com\/wp-content\/uploads\/2021\/10\/affaires-etapes-vente.png 776w\" sizes=\"auto, (max-width: 600px) 100vw, 600px\" \/><\/a><\/figure>\n\n\n\n<p class=\"txtjust\">You will find the <strong>business deal scenario<\/strong> which allows you to customize the sales steps based on the context in order, for example, to display a reduced number of steps when dealing with a renewal scenario.<\/p>\n\n\n\n<p class=\"txtjust\">Once the business deal scenario selected, the screen will display the corresponding <strong>sales steps<\/strong>.<br>Double-click on a step (or select it and click on &#8220;Modify&#8221;) to open the sales step modification screen:<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><a href=\"https:\/\/www.volume-software.com\/wp-content\/uploads\/2021\/10\/affaire-detail-etape-vente.png\" data-rel=\"lightbox-image-9\" data-rl_title=\"\" data-rl_caption=\"\" title=\"\"><img loading=\"lazy\" decoding=\"async\" width=\"600\" height=\"358\" src=\"https:\/\/www.volume-software.com\/wp-content\/uploads\/2021\/10\/affaire-detail-etape-vente-600x358.png\" alt=\"\" class=\"wp-image-2485\" srcset=\"https:\/\/www.volume-software.com\/wp-content\/uploads\/2021\/10\/affaire-detail-etape-vente-600x358.png 600w, https:\/\/www.volume-software.com\/wp-content\/uploads\/2021\/10\/affaire-detail-etape-vente-400x239.png 400w, https:\/\/www.volume-software.com\/wp-content\/uploads\/2021\/10\/affaire-detail-etape-vente-190x114.png 190w, https:\/\/www.volume-software.com\/wp-content\/uploads\/2021\/10\/affaire-detail-etape-vente-768x459.png 768w, https:\/\/www.volume-software.com\/wp-content\/uploads\/2021\/10\/affaire-detail-etape-vente.png 780w\" sizes=\"auto, (max-width: 600px) 100vw, 600px\" \/><\/a><\/figure>\n\n\n\n<p class=\"txtjust\">Note that when modifying the <strong>current step<\/strong>, you can update the <strong>business deal state<\/strong>:<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><a href=\"https:\/\/www.volume-software.com\/wp-content\/uploads\/2021\/10\/affaire-modification-etape-courante.png\" data-rel=\"lightbox-image-10\" data-rl_title=\"\" data-rl_caption=\"\" title=\"\"><img loading=\"lazy\" decoding=\"async\" width=\"600\" height=\"121\" src=\"https:\/\/www.volume-software.com\/wp-content\/uploads\/2021\/10\/affaire-modification-etape-courante-600x121.png\" alt=\"\" class=\"wp-image-2487\" srcset=\"https:\/\/www.volume-software.com\/wp-content\/uploads\/2021\/10\/affaire-modification-etape-courante-600x121.png 600w, https:\/\/www.volume-software.com\/wp-content\/uploads\/2021\/10\/affaire-modification-etape-courante-400x81.png 400w, https:\/\/www.volume-software.com\/wp-content\/uploads\/2021\/10\/affaire-modification-etape-courante-190x38.png 190w, https:\/\/www.volume-software.com\/wp-content\/uploads\/2021\/10\/affaire-modification-etape-courante.png 766w\" sizes=\"auto, (max-width: 600px) 100vw, 600px\" \/><\/a><\/figure>\n\n\n\n<p class=\"txtjust\">A won business deal automatically updates the date of signature <strong>with the current date<\/strong>.<br>The closure of a business deal (&#8220;Lost&#8221; or &#8220;Aborted&#8221;) requires the input of <strong>the reason<\/strong>.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Additional information<\/h3>\n\n\n\n<p class=\"txtjust\">With additional information, users get a quick access to <strong>basic information about the business deal<\/strong>: state of the deal, information about the creation\/modification of the deal (user and date).<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><a href=\"https:\/\/www.volume-software.com\/wp-content\/uploads\/2021\/10\/affaires-informations-complementaires.png\" data-rel=\"lightbox-image-11\" data-rl_title=\"\" data-rl_caption=\"\" title=\"\"><img loading=\"lazy\" decoding=\"async\" width=\"600\" height=\"174\" src=\"https:\/\/www.volume-software.com\/wp-content\/uploads\/2021\/10\/affaires-informations-complementaires-600x174.png\" alt=\"\" class=\"wp-image-2489\" srcset=\"https:\/\/www.volume-software.com\/wp-content\/uploads\/2021\/10\/affaires-informations-complementaires-600x174.png 600w, https:\/\/www.volume-software.com\/wp-content\/uploads\/2021\/10\/affaires-informations-complementaires-400x116.png 400w, https:\/\/www.volume-software.com\/wp-content\/uploads\/2021\/10\/affaires-informations-complementaires-190x55.png 190w, https:\/\/www.volume-software.com\/wp-content\/uploads\/2021\/10\/affaires-informations-complementaires-768x223.png 768w, https:\/\/www.volume-software.com\/wp-content\/uploads\/2021\/10\/affaires-informations-complementaires-810x235.png 810w, https:\/\/www.volume-software.com\/wp-content\/uploads\/2021\/10\/affaires-informations-complementaires.png 1070w\" sizes=\"auto, (max-width: 600px) 100vw, 600px\" \/><\/a><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">Configurable menus<\/h3>\n\n\n\n<p class=\"txtjust\">While product lines were deleted, this information can be entered in <strong>configurable menus<\/strong> which are available, like on the company and contact records, on the left panel of the screen.<\/p>\n\n\n\n<p class=\"txtjust\">As is the case for companies, these configurable tabs enable admins to create <strong>custom buttons<\/strong> to open network folders with various variables in the path, including the business deal number.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><a href=\"https:\/\/www.volume-software.com\/wp-content\/uploads\/2021\/10\/affaires-acces-documents.png\" data-rel=\"lightbox-image-12\" data-rl_title=\"\" data-rl_caption=\"\" title=\"\"><img loading=\"lazy\" decoding=\"async\" width=\"600\" height=\"210\" src=\"https:\/\/www.volume-software.com\/wp-content\/uploads\/2021\/10\/affaires-acces-documents-600x210.png\" alt=\"\" class=\"wp-image-2491\" srcset=\"https:\/\/www.volume-software.com\/wp-content\/uploads\/2021\/10\/affaires-acces-documents-600x210.png 600w, https:\/\/www.volume-software.com\/wp-content\/uploads\/2021\/10\/affaires-acces-documents-400x140.png 400w, https:\/\/www.volume-software.com\/wp-content\/uploads\/2021\/10\/affaires-acces-documents-190x67.png 190w, https:\/\/www.volume-software.com\/wp-content\/uploads\/2021\/10\/affaires-acces-documents-768x269.png 768w, https:\/\/www.volume-software.com\/wp-content\/uploads\/2021\/10\/affaires-acces-documents-810x284.png 810w, https:\/\/www.volume-software.com\/wp-content\/uploads\/2021\/10\/affaires-acces-documents.png 1070w\" sizes=\"auto, (max-width: 600px) 100vw, 600px\" \/><\/a><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">Grouped actions<\/h3>\n\n\n\n<p class=\"txtjust\">In the list of business deals, a new grouped action allows you to <strong>batch-assign business deals numbers <\/strong>, for a selection or all business deals in your list.<\/p>\n\n\n\n<p class=\"txtjust\">When <strong>updating ReflexClient<\/strong>, when opportunities are converted into business deals, this function enables users to quickly number the business deals which have not been assigned a number.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><a href=\"https:\/\/www.volume-software.com\/wp-content\/uploads\/2021\/10\/affaires-liste-action-groupee.png\" data-rel=\"lightbox-image-13\" data-rl_title=\"\" data-rl_caption=\"\" title=\"\"><img loading=\"lazy\" decoding=\"async\" width=\"600\" height=\"188\" src=\"https:\/\/www.volume-software.com\/wp-content\/uploads\/2021\/10\/affaires-liste-action-groupee-600x188.png\" alt=\"\" class=\"wp-image-2493\" srcset=\"https:\/\/www.volume-software.com\/wp-content\/uploads\/2021\/10\/affaires-liste-action-groupee-600x188.png 600w, https:\/\/www.volume-software.com\/wp-content\/uploads\/2021\/10\/affaires-liste-action-groupee-400x125.png 400w, https:\/\/www.volume-software.com\/wp-content\/uploads\/2021\/10\/affaires-liste-action-groupee-190x60.png 190w, https:\/\/www.volume-software.com\/wp-content\/uploads\/2021\/10\/affaires-liste-action-groupee-768x241.png 768w, https:\/\/www.volume-software.com\/wp-content\/uploads\/2021\/10\/affaires-liste-action-groupee-810x254.png 810w, https:\/\/www.volume-software.com\/wp-content\/uploads\/2021\/10\/affaires-liste-action-groupee.png 996w\" sizes=\"auto, (max-width: 600px) 100vw, 600px\" \/><\/a><figcaption>Batch assignment for a selection of business deals<\/figcaption><\/figure>\n\n\n\n<figure class=\"wp-block-image size-large\"><a href=\"https:\/\/www.volume-software.com\/wp-content\/uploads\/2021\/10\/affaires-action-groupee-attribution-numero.png\" data-rel=\"lightbox-image-14\" data-rl_title=\"\" data-rl_caption=\"\" title=\"\"><img loading=\"lazy\" decoding=\"async\" width=\"600\" height=\"309\" src=\"https:\/\/www.volume-software.com\/wp-content\/uploads\/2021\/10\/affaires-action-groupee-attribution-numero-600x309.png\" alt=\"\" class=\"wp-image-2495\" srcset=\"https:\/\/www.volume-software.com\/wp-content\/uploads\/2021\/10\/affaires-action-groupee-attribution-numero-600x309.png 600w, https:\/\/www.volume-software.com\/wp-content\/uploads\/2021\/10\/affaires-action-groupee-attribution-numero-400x206.png 400w, https:\/\/www.volume-software.com\/wp-content\/uploads\/2021\/10\/affaires-action-groupee-attribution-numero-190x98.png 190w, https:\/\/www.volume-software.com\/wp-content\/uploads\/2021\/10\/affaires-action-groupee-attribution-numero.png 700w\" sizes=\"auto, (max-width: 600px) 100vw, 600px\" \/><\/a><figcaption>Batch assignment window for a whole list of business deals<\/figcaption><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">New contextual information windows<\/h3>\n\n\n\n<p>In <strong>lists of business deals<\/strong>, new <strong>contextual information windows<\/strong> offer a <strong>synthesis of the available information<\/strong> about the business deal, as well as various <strong>quick actions<\/strong>, such as turning a simple variant into a <strong>main variant<\/strong>.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><a href=\"https:\/\/www.volume-software.com\/wp-content\/uploads\/2021\/10\/liste-affaires-menu-contextuel.png\" data-rel=\"lightbox-image-15\" data-rl_title=\"\" data-rl_caption=\"\" title=\"\"><img loading=\"lazy\" decoding=\"async\" width=\"400\" height=\"248\" src=\"https:\/\/www.volume-software.com\/wp-content\/uploads\/2021\/10\/liste-affaires-menu-contextuel.png\" alt=\"\" class=\"wp-image-2497\" srcset=\"https:\/\/www.volume-software.com\/wp-content\/uploads\/2021\/10\/liste-affaires-menu-contextuel.png 400w, https:\/\/www.volume-software.com\/wp-content\/uploads\/2021\/10\/liste-affaires-menu-contextuel-190x118.png 190w\" sizes=\"auto, (max-width: 400px) 100vw, 400px\" \/><\/a><\/figure>\n\n\n\n<p class=\"txtjust\">In the <strong>sales steps<\/strong> available on the business deal details window, right-clicking on a sales step displays a synthesis of available information about the step, and offers you a quick action to define this step as the current step:<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><a href=\"https:\/\/www.volume-software.com\/wp-content\/uploads\/2021\/10\/menu-contextuel-etape-vente.png\" data-rel=\"lightbox-image-16\" data-rl_title=\"\" data-rl_caption=\"\" title=\"\"><img loading=\"lazy\" decoding=\"async\" width=\"400\" height=\"242\" src=\"https:\/\/www.volume-software.com\/wp-content\/uploads\/2021\/10\/menu-contextuel-etape-vente.png\" alt=\"\" class=\"wp-image-2499\" srcset=\"https:\/\/www.volume-software.com\/wp-content\/uploads\/2021\/10\/menu-contextuel-etape-vente.png 400w, https:\/\/www.volume-software.com\/wp-content\/uploads\/2021\/10\/menu-contextuel-etape-vente-190x115.png 190w\" sizes=\"auto, (max-width: 400px) 100vw, 400px\" \/><\/a><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">Synchronization with ERP<\/h3>\n\n\n\n<p class=\"txtjust\">With an option, in the <strong>administration of server bases<\/strong> (&#8220;Manage this ERP database&#8221;), business deals can now be directly <strong>transferred in the VoluPack <strong>ERP<\/strong><\/strong> (&#8220;Affaires&#8221; table).<br>As a reminder, in the <strong>input of VoluPack estimates<\/strong>, you can enter a business deal number, as an umbrella for the created estimates.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><a href=\"https:\/\/www.volume-software.com\/wp-content\/uploads\/2021\/10\/affaires-devis-volupack.png\" data-rel=\"lightbox-image-17\" data-rl_title=\"\" data-rl_caption=\"\" title=\"\"><img loading=\"lazy\" decoding=\"async\" width=\"600\" height=\"240\" src=\"https:\/\/www.volume-software.com\/wp-content\/uploads\/2021\/10\/affaires-devis-volupack-600x240.png\" alt=\"\" class=\"wp-image-2503\" srcset=\"https:\/\/www.volume-software.com\/wp-content\/uploads\/2021\/10\/affaires-devis-volupack-600x240.png 600w, https:\/\/www.volume-software.com\/wp-content\/uploads\/2021\/10\/affaires-devis-volupack-400x160.png 400w, https:\/\/www.volume-software.com\/wp-content\/uploads\/2021\/10\/affaires-devis-volupack-190x76.png 190w, https:\/\/www.volume-software.com\/wp-content\/uploads\/2021\/10\/affaires-devis-volupack-768x307.png 768w, https:\/\/www.volume-software.com\/wp-content\/uploads\/2021\/10\/affaires-devis-volupack-810x324.png 810w, https:\/\/www.volume-software.com\/wp-content\/uploads\/2021\/10\/affaires-devis-volupack.png 966w\" sizes=\"auto, (max-width: 600px) 100vw, 600px\" \/><\/a><figcaption>Business deal input field in the multisector estimate of VoluPack<\/figcaption><\/figure>\n\n\n\n<p class=\"has-text-align-center txtjust\"> You will find all these new features of ReflexClient in our brochure.<\/p>\n\n\n\n<p class=\"has-text-align-center\"><a class=\"mks_button mks_button_medium rounded\" href=\"https:\/\/www.volume-software.com\/wp-content\/uploads\/2021\/10\/ReflexClient-4.4-New-Features.pdf\" target=\"_self\" style=\"color: #FFFFFF; background-color: #1e73be;\" >Download brochure<\/a>\n","protected":false},"excerpt":{"rendered":"<p>Volume Software is pleased to introduce ReflexClient version 4.4. This version enriches the user experience with the new concept of business deals which replaces opportunities. Let&#8217;s see what it&#8217;s all about. Business deals As stated in our introductory text, sales opportunities were replaced by business deals. These benefit from a new screen and offer new [&hellip;]<\/p>\n","protected":false},"author":10,"featured_media":2448,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[8],"tags":[],"class_list":["post-2556","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-software-en"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v24.0 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>ReflexClient 4.4 - Volume Software<\/title>\n<meta name=\"description\" content=\"Volume Software is pleased to introduce ReflexClient version 4.4. 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This version enriches the user experience with the new concept of business deals which\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.volume-software.com\/en\/news-en\/software-en\/reflexclient-4-4\/\" \/>\n<meta property=\"og:site_name\" content=\"Volume Software\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/pages\/Volume-Software\/216816211713393\" \/>\n<meta property=\"article:published_time\" content=\"2021-10-29T13:50:57+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2022-07-06T07:31:06+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.volume-software.com\/wp-content\/uploads\/2021\/10\/affaires-ecran-detail.png\" \/>\n\t<meta property=\"og:image:width\" content=\"1070\" \/>\n\t<meta property=\"og:image:height\" content=\"938\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"author\" content=\"K\u00e9vin DUPR\u00c9\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@VolumeSoftware\" \/>\n<meta name=\"twitter:site\" content=\"@VolumeSoftware\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"K\u00e9vin DUPR\u00c9\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"13 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\/\/www.volume-software.com\/en\/news-en\/software-en\/reflexclient-4-4\/#article\",\"isPartOf\":{\"@id\":\"https:\/\/www.volume-software.com\/en\/news-en\/software-en\/reflexclient-4-4\/\"},\"author\":{\"name\":\"K\u00e9vin DUPR\u00c9\",\"@id\":\"https:\/\/www.volume-software.com\/#\/schema\/person\/b6bcb1df4c375b241afc6de40b170281\"},\"headline\":\"ReflexClient 4.4\",\"datePublished\":\"2021-10-29T13:50:57+00:00\",\"dateModified\":\"2022-07-06T07:31:06+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\/\/www.volume-software.com\/en\/news-en\/software-en\/reflexclient-4-4\/\"},\"wordCount\":1380,\"publisher\":{\"@id\":\"https:\/\/www.volume-software.com\/#organization\"},\"image\":{\"@id\":\"https:\/\/www.volume-software.com\/en\/news-en\/software-en\/reflexclient-4-4\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/www.volume-software.com\/wp-content\/uploads\/2021\/10\/affaires-ecran-detail.png\",\"articleSection\":[\"Products news\"],\"inLanguage\":\"en-US\"},{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.volume-software.com\/en\/news-en\/software-en\/reflexclient-4-4\/\",\"url\":\"https:\/\/www.volume-software.com\/en\/news-en\/software-en\/reflexclient-4-4\/\",\"name\":\"ReflexClient 4.4 - Volume Software\",\"isPartOf\":{\"@id\":\"https:\/\/www.volume-software.com\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/www.volume-software.com\/en\/news-en\/software-en\/reflexclient-4-4\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/www.volume-software.com\/en\/news-en\/software-en\/reflexclient-4-4\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/www.volume-software.com\/wp-content\/uploads\/2021\/10\/affaires-ecran-detail.png\",\"datePublished\":\"2021-10-29T13:50:57+00:00\",\"dateModified\":\"2022-07-06T07:31:06+00:00\",\"description\":\"Volume Software is pleased to introduce ReflexClient version 4.4. 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