{"id":3880,"date":"2023-02-27T13:31:42","date_gmt":"2023-02-27T13:31:42","guid":{"rendered":"https:\/\/www.volume-software.com\/?p=3880"},"modified":"2023-02-27T13:32:59","modified_gmt":"2023-02-27T13:32:59","slug":"reflex-4-7","status":"publish","type":"post","link":"https:\/\/www.volume-software.com\/en\/news-en\/software-en\/reflex-4-7\/","title":{"rendered":"Reflex 4.7"},"content":{"rendered":"\n
Volume Software is pleased to introduce Reflex version 4.7.
This version brings new geolocation features as well as major evolutions regarding notes.<\/p>\n\n\n\n
In the company record, the geolocation map now also displays the facilities<\/strong> for this company:<\/p>\n\n\n A new screen is available to get the list of companies and\/or facilities close to<\/strong> the company (or facility). In the same fashion, it is now possible to get the list of companies within the same administrative division<\/strong>, like for example “\u00cele-de-France (11)” or “Paris (75)”.<\/p>\n\n\n It is now possible to enter notes for appointments<\/strong> and tasks<\/strong>.<\/p>\n\n\n Attachments can no longer be dropped on appointments or tasks. It is now easier to access all the notes<\/strong> about the current record:<\/p>\n\n\n\n n the note input window, the header now displays the record to which the note is attached<\/strong> (company record, group record, business deal, etc.):<\/p>\n\n\n The main “Notes” tab displays the lists of all notes entered in the CRM. It can now be used to display and filter the new notes on appointments and tasks<\/strong>:<\/p>\n\n\n From this screen, you can now quickly create a note on a company<\/strong>. This will require to enter the attached company:<\/p>\n\n\n Quick action buttons<\/strong> were added in numerous windows of the application to:<\/p>\n\n\n\n This new module allows to import in Reflex a list of suspects originating from a third party system<\/strong>. or this, the program uses a very specific Excel format<\/strong> (contact us for more information). It is also possible to import a main contact, configurable fields (“meta” fields) and a note.<\/p>\n\n\n<\/a>
The proximity distance can be customized<\/strong>, as well as the types of companies displayed (suspects, prospects, customers, suppliers, partners or competitors).
This screen offer a display as a “Map”, as a “List” or in “Mixed mode” (below).<\/p>\n\n\n<\/a>
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Multiple evolutions regarding notes<\/h2>\n\n\n\n
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If attachments associated with appointments and tasks are present in your CRM, when updating to version 4.7, notes about these attachments will be automatically created<\/strong> on these attachments\/tasks, with the name of the attachment indicated in the title of the note:<\/p>\n\n\n<\/a>
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Quick action buttons<\/h2>\n\n\n\n
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Import of companies<\/h2>\n\n\n\n
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Others<\/h2>\n\n\n\n
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