{"id":3027,"date":"2022-01-12T17:47:50","date_gmt":"2022-01-12T17:47:50","guid":{"rendered":"https:\/\/www.volume-software.com\/bez-kategorii\/reflexclient-4-5\/"},"modified":"2022-10-12T13:05:59","modified_gmt":"2022-10-12T13:05:59","slug":"reflexclient-4-5","status":"publish","type":"post","link":"https:\/\/www.volume-software.com\/pl\/software-pl\/reflexclient-4-5\/","title":{"rendered":"ReflexClient 4.5"},"content":{"rendered":"\n
Volume Software is pleased to introduce ReflexClient version 4.5. This version introduces a new display mode for business deals, in columns, making easier to view and change sales stages. New options are also available to further enhance the list and user profile features.<\/p>\n\n\n\n
As stated in out introductory text, a new display mode is available to display your lists of business deals in columns<\/strong>.<\/p>\n\n\n This display sorts business deals from the current list (Toutes les affaires in the example above), according to the sales stage<\/strong> they’re at.<\/p>\n\n\n\n Like for standard lists, the upper part of the window can be used to filter business deal<\/strong>s using the search field<\/strong> or by ticking predefined filter boxes<\/strong>.<\/p>\n\n\n\n The header of each column displays the designation of the sales stage<\/strong> and indicates the total number of corresponding deals<\/strong>. In the example above, in the Toutes les affaires<\/em> list, we have 3 business deals which are at the Visite<\/em> sales stage, and 2 business deals which are are the Proposition\/Devis<\/em> stage.<\/p>\n\n\n\n Double-clicking on a business deal opens the details window<\/strong>.<\/p>\n\n\n\n Each column footer displays the total amount of business deals<\/strong> for the corresponding sales stage.<\/p>\n\n\n\n This screen also enables you to change the current sales stage<\/strong> of a business deal by simply dragging it from a column and dropping it in another<\/strong>.<\/p>\n\n\n\n The default display mode is List<\/strong>. To switch to the Columns<\/strong> mode, a new button is available in the upper part of the screen:<\/p>\n\n\n New columns are available for displaying lists of business deals<\/strong>:<\/p>\n\n\n\n In order to identify more rapidly the status of businesses in List mode<\/strong>, it is now possible to display an icon whose colour matches the state of the business deal<\/strong>. Those colours match those of the thumbnails displayed in Columns mode.<\/p>\n\n\n\n For more information about ongoing deals<\/strong>, you can also display the state and activity of business deals<\/strong>, as a text and\/or an icon. Like previously, this column will display the state of the business deal, but also the last modification date<\/strong> of open business deals. In the same fashion as in the details window, inactive business deals will progressively change from green to red over time.<\/p>\n\n\n\n To enhance the precision of quick filters, we replaced the See closed business deals switch with 4 switches<\/strong> for filtering deals based on their state (Open\/Won\/Lost\/Aborted).<\/p>\n\n\n In the configuration of the sorting function, two menus are available to apply independently sorting rules<\/strong> for List and Columns display modes<\/strong>:<\/p>\n\n\n The buttons which were located on the left (Save<\/strong>, Share<\/strong>) are now placed on the right. In lists, the status bar now displays the number of selected records<\/strong> next to the total number of found elements:<\/p>\n\n\n New tooltips now display when you hover your mouse over a column header, offering more detailed information<\/strong> than those contained in the short designation.<\/p>\n\n\n For lists appearing in details records, a new status bar systematically displays the number of found and selected elements<\/strong>, as well as amounts<\/strong> when listing business deals:<\/p>\n\n\n\n The user menu My profile now includes the My profile sub-menu, which enables each user to change his password, phone number and personal email<\/strong>.<\/p>\n\n\n Internal users are now recognized with their main email or personal email address<\/strong>.<\/p>\n\n\n\n A new option enables the administrator to require users to enter ERP code prefixes for third parties<\/strong>.<\/p>\n\n\n\n If the administrator imposes this entry, a field enables him to specify the length of the corresponding prefix<\/strong>.<\/p>\n\n\n After ERP synchronization, the code is completed by the ERP system and sent back to ReflexClient. <\/p>\n\n\n\n The server synchronization log<\/span><\/strong> and the general log<\/span><\/strong> are now distinct:<\/p>\n\n\n<\/a><\/figure><\/div>\n\n\n
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New columns<\/h3>\n\n\n\n
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Configuring lists of business deals<\/h3>\n\n\n\n
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Lists<\/h2>\n\n\n\n
Reorganization of the toolbar<\/h3>\n\n\n\n
The Set template as favourite<\/strong> button is now available as an entry in the list menu, on the far left.<\/p>\n\n\n<\/a><\/figure><\/div>\n\n\n
Displaying the number of selected elements<\/h3>\n\n\n\n
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Tooltips in column headers<\/h3>\n\n\n\n
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Details records<\/h2>\n\n\n\n
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My profile<\/h2>\n\n\n\n
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Appointments<\/h2>\n\n\n\n
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Management of profiles<\/h2>\n\n\n\n
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Logs<\/h2>\n\n\n\n