{"id":3885,"date":"2023-02-27T13:31:51","date_gmt":"2023-02-27T13:31:51","guid":{"rendered":"https:\/\/www.volume-software.com\/?p=3885"},"modified":"2023-02-27T13:31:52","modified_gmt":"2023-02-27T13:31:52","slug":"reflex-4-7","status":"publish","type":"post","link":"https:\/\/www.volume-software.com\/pl\/software-pl\/reflex-4-7\/","title":{"rendered":"Reflex 4.7"},"content":{"rendered":"\n<p>Firma Volume Software ma przyjemno\u015b\u0107 przedstawi\u0107 program Reflex w wersji 4.7.<br>Wersja ta przynosi nowe funkcje geolokalizacji, a tak\u017ce istotne zmiany dotycz\u0105ce notatek.<\/p>\n\n\n\n<h1 class=\"wp-block-heading\">Reflex CRM<\/h1>\n\n\n\n<h2 class=\"wp-block-heading\">Geolokacja<\/h2>\n\n\n\n<p class=\"txtjust\">W definicji firmy na mapie geolokalizacji wy\u015bwietlane s\u0105 teraz r\u00f3wnie\u017c <strong>obiekty<\/strong> dla tej firmy:<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><a href=\"https:\/\/www.volume-software.com\/wp-content\/uploads\/2023\/02\/geolocation_facilities.png\" data-rel=\"lightbox-image-0\" data-rl_title=\"\" data-rl_caption=\"\" title=\"\"><img loading=\"lazy\" decoding=\"async\" width=\"600\" height=\"465\" src=\"https:\/\/www.volume-software.com\/wp-content\/uploads\/2023\/02\/geolocation_facilities-600x465.png\" alt=\"\" class=\"wp-image-3890\" srcset=\"https:\/\/www.volume-software.com\/wp-content\/uploads\/2023\/02\/geolocation_facilities-600x465.png 600w, https:\/\/www.volume-software.com\/wp-content\/uploads\/2023\/02\/geolocation_facilities-400x310.png 400w, https:\/\/www.volume-software.com\/wp-content\/uploads\/2023\/02\/geolocation_facilities-190x147.png 190w, https:\/\/www.volume-software.com\/wp-content\/uploads\/2023\/02\/geolocation_facilities-768x595.png 768w, https:\/\/www.volume-software.com\/wp-content\/uploads\/2023\/02\/geolocation_facilities-810x628.png 810w, https:\/\/www.volume-software.com\/wp-content\/uploads\/2023\/02\/geolocation_facilities.png 1084w\" sizes=\"auto, (max-width: 600px) 100vw, 600px\" \/><\/a><figcaption>Wy\u015bwietlanie obiekty (na niebiesko) dla firmy Sephora<\/figcaption><\/figure><\/div>\n\n\n<p class=\"txtjust\">Dost\u0119pny jest nowy ekran umo\u017cliwiaj\u0105cy uzyskanie listy firm i\/lub obiekt\u00f3w znajduj\u0105cych si\u0119 w <strong>pobli\u017cu<\/strong> firmy (lub obiektu).<br><br><strong>Mo\u017cna dostosowa\u0107 odleg\u0142o\u015b\u0107<\/strong>, jak r\u00f3wnie\u017c typy wy\u015bwietlanych firm (leady, potencjalni, klienci, dostawcy, partnerzy lub konkurenci).<br><br>Ten ekran oferuje wy\u015bwietlanie jako \u201eMapa\u201d, jako \u201eLista\u201d lub w \u201eTrybie mieszanym\u201d (poni\u017cej).<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><a href=\"https:\/\/www.volume-software.com\/wp-content\/uploads\/2023\/02\/geolocation_mixed_mode.png\" data-rel=\"lightbox-image-1\" data-rl_title=\"\" data-rl_caption=\"\" title=\"\"><img loading=\"lazy\" decoding=\"async\" width=\"600\" height=\"417\" src=\"https:\/\/www.volume-software.com\/wp-content\/uploads\/2023\/02\/geolocation_mixed_mode-600x417.png\" alt=\"\" class=\"wp-image-3893\" srcset=\"https:\/\/www.volume-software.com\/wp-content\/uploads\/2023\/02\/geolocation_mixed_mode-600x417.png 600w, https:\/\/www.volume-software.com\/wp-content\/uploads\/2023\/02\/geolocation_mixed_mode-400x278.png 400w, https:\/\/www.volume-software.com\/wp-content\/uploads\/2023\/02\/geolocation_mixed_mode-190x132.png 190w, https:\/\/www.volume-software.com\/wp-content\/uploads\/2023\/02\/geolocation_mixed_mode-768x533.png 768w, https:\/\/www.volume-software.com\/wp-content\/uploads\/2023\/02\/geolocation_mixed_mode-810x563.png 810w, https:\/\/www.volume-software.com\/wp-content\/uploads\/2023\/02\/geolocation_mixed_mode-1140x792.png 1140w, https:\/\/www.volume-software.com\/wp-content\/uploads\/2023\/02\/geolocation_mixed_mode-145x100.png 145w, https:\/\/www.volume-software.com\/wp-content\/uploads\/2023\/02\/geolocation_mixed_mode.png 1440w\" sizes=\"auto, (max-width: 600px) 100vw, 600px\" \/><\/a><figcaption>Wy\u015bwietlanie potencjalnych klient\u00f3w i dostawc\u00f3w zlokalizowanych w promieniu 20 km wok\u00f3\u0142 Sephora<\/figcaption><\/figure><\/div>\n\n\n<p class=\"txtjust\">W ten sam spos\u00f3b mo\u017cna teraz uzyska\u0107 list\u0119 firm w ramach tego <strong>samego podzia\u0142u administracyjnego<\/strong>, jak na przyk\u0142ad \u201e\u00cele-de-France (11)\u201d lub \u201ePary\u017c (75)\u201d.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><a href=\"https:\/\/www.volume-software.com\/wp-content\/uploads\/2023\/02\/nearby_geolocation_admininistrative_divisions.png\" data-rel=\"lightbox-image-2\" data-rl_title=\"\" data-rl_caption=\"\" title=\"\"><img loading=\"lazy\" decoding=\"async\" width=\"377\" height=\"140\" src=\"https:\/\/www.volume-software.com\/wp-content\/uploads\/2023\/02\/nearby_geolocation_admininistrative_divisions.png\" alt=\"\" class=\"wp-image-3896\" srcset=\"https:\/\/www.volume-software.com\/wp-content\/uploads\/2023\/02\/nearby_geolocation_admininistrative_divisions.png 377w, https:\/\/www.volume-software.com\/wp-content\/uploads\/2023\/02\/nearby_geolocation_admininistrative_divisions-190x71.png 190w, https:\/\/www.volume-software.com\/wp-content\/uploads\/2023\/02\/nearby_geolocation_admininistrative_divisions-375x140.png 375w\" sizes=\"auto, (max-width: 377px) 100vw, 377px\" \/><\/a><figcaption>Nowe przyciski geolokalizacji dost\u0119pne dla ka\u017cdego podzia\u0142u administracyjnego<\/figcaption><\/figure><\/div>\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><a href=\"https:\/\/www.volume-software.com\/wp-content\/uploads\/2023\/02\/geolocation_administative_division.png\" data-rel=\"lightbox-image-3\" data-rl_title=\"\" data-rl_caption=\"\" title=\"\"><img loading=\"lazy\" decoding=\"async\" width=\"600\" height=\"416\" src=\"https:\/\/www.volume-software.com\/wp-content\/uploads\/2023\/02\/geolocation_administative_division-600x416.png\" alt=\"\" class=\"wp-image-3899\" srcset=\"https:\/\/www.volume-software.com\/wp-content\/uploads\/2023\/02\/geolocation_administative_division-600x416.png 600w, https:\/\/www.volume-software.com\/wp-content\/uploads\/2023\/02\/geolocation_administative_division-400x278.png 400w, https:\/\/www.volume-software.com\/wp-content\/uploads\/2023\/02\/geolocation_administative_division-190x132.png 190w, https:\/\/www.volume-software.com\/wp-content\/uploads\/2023\/02\/geolocation_administative_division-768x533.png 768w, https:\/\/www.volume-software.com\/wp-content\/uploads\/2023\/02\/geolocation_administative_division-810x562.png 810w, https:\/\/www.volume-software.com\/wp-content\/uploads\/2023\/02\/geolocation_administative_division-1140x791.png 1140w, https:\/\/www.volume-software.com\/wp-content\/uploads\/2023\/02\/geolocation_administative_division-145x100.png 145w, https:\/\/www.volume-software.com\/wp-content\/uploads\/2023\/02\/geolocation_administative_division.png 1440w\" sizes=\"auto, (max-width: 600px) 100vw, 600px\" \/><\/a><figcaption>Filtrowanie potencjalnych klient\u00f3w i dostawc\u00f3w zlokalizowanych w Pary\u017cu<\/figcaption><\/figure><\/div>\n\n\n<h2 class=\"wp-block-heading\">Wielokrotne zmiany dotycz\u0105ce notatek<\/h2>\n\n\n\n<p class=\"txtjust\">mo\u017cliwe jest wprowadzanie notatek dla <strong>spotka\u0144<\/strong> i <strong>zada\u0144:<\/strong><\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><a href=\"https:\/\/www.volume-software.com\/wp-content\/uploads\/2023\/02\/note_on_task.png\" data-rel=\"lightbox-image-4\" data-rl_title=\"\" data-rl_caption=\"\" title=\"\"><img loading=\"lazy\" decoding=\"async\" width=\"600\" height=\"449\" src=\"https:\/\/www.volume-software.com\/wp-content\/uploads\/2023\/02\/note_on_task-600x449.png\" alt=\"\" class=\"wp-image-3902\" srcset=\"https:\/\/www.volume-software.com\/wp-content\/uploads\/2023\/02\/note_on_task-600x449.png 600w, https:\/\/www.volume-software.com\/wp-content\/uploads\/2023\/02\/note_on_task-400x300.png 400w, https:\/\/www.volume-software.com\/wp-content\/uploads\/2023\/02\/note_on_task-190x142.png 190w, https:\/\/www.volume-software.com\/wp-content\/uploads\/2023\/02\/note_on_task-768x575.png 768w, https:\/\/www.volume-software.com\/wp-content\/uploads\/2023\/02\/note_on_task-810x607.png 810w, https:\/\/www.volume-software.com\/wp-content\/uploads\/2023\/02\/note_on_task.png 940w\" sizes=\"auto, (max-width: 600px) 100vw, 600px\" \/><\/a><figcaption>Przycisk dodawania notatki w tworzeniu\/modyfikacji zadania daj\u0105cy mo\u017cliwo\u015b\u0107 dodania notatki konkretnie do zadania lub og\u00f3lnie do firmy.<\/figcaption><\/figure><\/div>\n\n\n<p class=\"txtjust\">\u2022 Nie mo\u017cna ju\u017c bezpo\u015brednio upuszcza\u0107 za\u0142\u0105cznik\u00f3w na spotkania i zadania.<br><br>Je\u015bli w CRM istniej\u0105 za\u0142\u0105czniki przypisane do spotka\u0144 i zada\u0144, to po aktualizacji do wersji 4.7, na tych za\u0142\u0105cznikach\/zadaniach <strong>zostan\u0105 automatycznie utworzone notatki<\/strong> o tych za\u0142\u0105cznikach, z nazw\u0105 za\u0142\u0105cznika wskazan\u0105 w tytule notatki:<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><a href=\"https:\/\/www.volume-software.com\/wp-content\/uploads\/2023\/02\/atttachment_note_creation.png\" data-rel=\"lightbox-image-5\" data-rl_title=\"\" data-rl_caption=\"\" title=\"\"><img loading=\"lazy\" decoding=\"async\" width=\"600\" height=\"416\" src=\"https:\/\/www.volume-software.com\/wp-content\/uploads\/2023\/02\/atttachment_note_creation-600x416.png\" alt=\"\" class=\"wp-image-3905\" srcset=\"https:\/\/www.volume-software.com\/wp-content\/uploads\/2023\/02\/atttachment_note_creation-600x416.png 600w, https:\/\/www.volume-software.com\/wp-content\/uploads\/2023\/02\/atttachment_note_creation-400x277.png 400w, https:\/\/www.volume-software.com\/wp-content\/uploads\/2023\/02\/atttachment_note_creation-190x132.png 190w, https:\/\/www.volume-software.com\/wp-content\/uploads\/2023\/02\/atttachment_note_creation-768x532.png 768w, https:\/\/www.volume-software.com\/wp-content\/uploads\/2023\/02\/atttachment_note_creation-810x561.png 810w, https:\/\/www.volume-software.com\/wp-content\/uploads\/2023\/02\/atttachment_note_creation-145x100.png 145w, https:\/\/www.volume-software.com\/wp-content\/uploads\/2023\/02\/atttachment_note_creation.png 866w\" sizes=\"auto, (max-width: 600px) 100vw, 600px\" \/><\/a><figcaption>Notatka tworzona automatycznie po aktualizacji do wersji 4.7<\/figcaption><\/figure><\/div>\n\n\n<p class=\"txtjust\">Teraz <strong>\u0142atwiejszy jest dost\u0119p<\/strong> do wszystkich notatek dotycz\u0105cych bie\u017c\u0105cego rekordu:<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>Z rekordu Szansa sprzeda\u017cy: opr\u00f3cz notatek wprowadzonych w szansie sprzeda\u017cy, mo\u017cemy r\u00f3wnie\u017c zobaczy\u0107 te wprowadzone na <strong>spotkaniach i zadaniach powi\u0105zanych z t\u0105 szans\u0105<\/strong>:<\/li><\/ul>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><a href=\"https:\/\/www.volume-software.com\/wp-content\/uploads\/2023\/02\/note_task_business_deal.png\" data-rel=\"lightbox-image-6\" 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\/2023\/02\/note_task_business_deal-600x121.png\" alt=\"\" class=\"wp-image-3908\" srcset=\"https:\/\/www.volume-software.com\/wp-content\/uploads\/2023\/02\/note_task_business_deal-600x121.png 600w, https:\/\/www.volume-software.com\/wp-content\/uploads\/2023\/02\/note_task_business_deal-400x81.png 400w, https:\/\/www.volume-software.com\/wp-content\/uploads\/2023\/02\/note_task_business_deal-190x38.png 190w, https:\/\/www.volume-software.com\/wp-content\/uploads\/2023\/02\/note_task_business_deal-768x155.png 768w, https:\/\/www.volume-software.com\/wp-content\/uploads\/2023\/02\/note_task_business_deal-810x163.png 810w, https:\/\/www.volume-software.com\/wp-content\/uploads\/2023\/02\/note_task_business_deal.png 1083w\" sizes=\"auto, (max-width: 600px) 100vw, 600px\" \/><\/a><figcaption>W powy\u017cszym przyk\u0142adzie jeste\u015bmy na rekordzie szansy sprzeda\u017cy i wy\u015bwietlamy list\u0119 notatek dotycz\u0105cych tej szansy. Widzimy, \u017ce istnieje notatka dotycz\u0105ca zadania zwi\u0105zanego z szans\u0105. W tym przypadku zadanie polega na zadzwonieniu do kontaktu, a notatka zawiera informacje o dost\u0119pno\u015bci kontaktu.<\/figcaption><\/figure><\/div>\n\n\n<ul class=\"wp-block-list\"><li>Z poziomu rekordu firmy: opr\u00f3cz notatek wprowadzonych na temat firmy, mo\u017cemy r\u00f3wnie\u017c przegl\u0105da\u0107 notatki wprowadzone na temat <strong>grupy, transakcji biznesowych, kontakt\u00f3w, spotka\u0144 i zada\u0144 zwi\u0105zanych z t\u0105 firm\u0105<\/strong>.<\/li><li>Z poziomu rekordu grupy: opr\u00f3cz notatek wprowadzonych na grupie, mo\u017cemy r\u00f3wnie\u017c przegl\u0105da\u0107 <strong>wszystkie notatki wy\u015bwietlane dla ka\u017cdej firmy nale\u017c\u0105cej do grupy<\/strong>.<\/li><li>Z poziomu rekordu kontaktu: opr\u00f3cz notatek wprowadzonych na temat kontaktu, mo\u017cemy r\u00f3wnie\u017c przegl\u0105da\u0107 te, kt\u00f3re zosta\u0142y <strong>wprowadzone na spotkaniach z tym kontaktem<\/strong>.<\/li><\/ul>\n\n\n\n<p class=\"txtjust\">W oknie wprowadzania notatki w nag\u0142\u00f3wku wy\u015bwietlany jest teraz <strong>rekord, z kt\u00f3rym zwi\u0105zana jest notatka<\/strong> (rekord firmy, rekord grupy, szansa sprzeda\u017cy itp.):<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><a href=\"https:\/\/www.volume-software.com\/wp-content\/uploads\/2023\/02\/note_business_deal.png\" data-rel=\"lightbox-image-7\" data-rl_title=\"\" data-rl_caption=\"\" title=\"\"><img loading=\"lazy\" decoding=\"async\" width=\"600\" height=\"304\" src=\"https:\/\/www.volume-software.com\/wp-content\/uploads\/2023\/02\/note_business_deal-600x304.png\" alt=\"\" class=\"wp-image-3911\" srcset=\"https:\/\/www.volume-software.com\/wp-content\/uploads\/2023\/02\/note_business_deal-600x304.png 600w, https:\/\/www.volume-software.com\/wp-content\/uploads\/2023\/02\/note_business_deal-400x203.png 400w, https:\/\/www.volume-software.com\/wp-content\/uploads\/2023\/02\/note_business_deal-190x96.png 190w, https:\/\/www.volume-software.com\/wp-content\/uploads\/2023\/02\/note_business_deal.png 617w\" sizes=\"auto, (max-width: 600px) 100vw, 600px\" \/><\/a><\/figure><\/div>\n\n\n<p>G\u0142\u00f3wna zak\u0142adka \u201eNotatki\u201d wy\u015bwietla listy wszystkich notatek wprowadzonych do CRM. Mo\u017cna j\u0105 teraz <strong>wykorzysta\u0107 do wy\u015bwietlania i filtrowania nowych notatek dotycz\u0105cych spotka\u0144 i zada\u0144<\/strong>:<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><a href=\"https:\/\/www.volume-software.com\/wp-content\/uploads\/2023\/02\/all_notes_appointments.png\" data-rel=\"lightbox-image-8\" data-rl_title=\"\" data-rl_caption=\"\" title=\"\"><img loading=\"lazy\" decoding=\"async\" width=\"600\" height=\"149\" src=\"https:\/\/www.volume-software.com\/wp-content\/uploads\/2023\/02\/all_notes_appointments-600x149.png\" alt=\"\" class=\"wp-image-3914\" srcset=\"https:\/\/www.volume-software.com\/wp-content\/uploads\/2023\/02\/all_notes_appointments-600x149.png 600w, https:\/\/www.volume-software.com\/wp-content\/uploads\/2023\/02\/all_notes_appointments-400x99.png 400w, https:\/\/www.volume-software.com\/wp-content\/uploads\/2023\/02\/all_notes_appointments-190x47.png 190w, https:\/\/www.volume-software.com\/wp-content\/uploads\/2023\/02\/all_notes_appointments-768x190.png 768w, https:\/\/www.volume-software.com\/wp-content\/uploads\/2023\/02\/all_notes_appointments-810x201.png 810w, https:\/\/www.volume-software.com\/wp-content\/uploads\/2023\/02\/all_notes_appointments-1140x283.png 1140w, https:\/\/www.volume-software.com\/wp-content\/uploads\/2023\/02\/all_notes_appointments.png 1174w\" sizes=\"auto, (max-width: 600px) 100vw, 600px\" \/><\/a><\/figure><\/div>\n\n\n<p>Z tego ekranu mo\u017cna teraz <strong>szybko stworzy\u0107 notatk\u0119 na temat firmy<\/strong>. W tym celu nale\u017cy wprowadzi\u0107 za\u0142\u0105czon\u0105 firm\u0119:<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><a href=\"https:\/\/www.volume-software.com\/wp-content\/uploads\/2023\/02\/note_company.png\" data-rel=\"lightbox-image-9\" data-rl_title=\"\" data-rl_caption=\"\" title=\"\"><img loading=\"lazy\" decoding=\"async\" width=\"600\" height=\"275\" src=\"https:\/\/www.volume-software.com\/wp-content\/uploads\/2023\/02\/note_company-600x275.png\" alt=\"\" class=\"wp-image-3917\" srcset=\"https:\/\/www.volume-software.com\/wp-content\/uploads\/2023\/02\/note_company-600x275.png 600w, https:\/\/www.volume-software.com\/wp-content\/uploads\/2023\/02\/note_company-400x184.png 400w, https:\/\/www.volume-software.com\/wp-content\/uploads\/2023\/02\/note_company-190x87.png 190w, https:\/\/www.volume-software.com\/wp-content\/uploads\/2023\/02\/note_company.png 619w\" sizes=\"auto, (max-width: 600px) 100vw, 600px\" \/><\/a><\/figure><\/div>\n\n\n<ul class=\"txtjust wp-block-list\"><li>Na li\u015bcie, podw\u00f3jne klikni\u0119cie pozwala <strong>otworzy\u0107 notatk\u0119<\/strong>, a przycisk \u201eWy\u015bwietl powi\u0105zany rekord\u201d mo\u017ce by\u0107 u\u017cyty do otwarcia rekordu, kt\u00f3ry jest zwi\u0105zany z notatk\u0105.<\/li><li>S\u0142owo wprowadzone w pasku wyszukiwania jest teraz r\u00f3wnie\u017c wyszukiwane w <strong>tre\u015bci notatek<\/strong>, a tak\u017ce w ich tytule.<\/li><\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">Przyciski szybkich akcji<\/h2>\n\n\n\n<p class=\"txtjust\">W wielu oknach aplikacji dodano przyciski <strong>szybkich akcji<\/strong> (dzia\u0142a\u0144) dla:<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>Utw\u00f3rzy\u0107 notatk\u0119 kontekstow\u0105<\/li><li>Utw\u00f3rzy\u0107 spotkanie<\/li><li>Utw\u00f3rzy\u0107 zadanie<\/li><\/ul>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><a href=\"https:\/\/www.volume-software.com\/wp-content\/uploads\/2023\/02\/quick_actions_contact_record.png\" data-rel=\"lightbox-image-10\" data-rl_title=\"\" data-rl_caption=\"\" title=\"\"><img loading=\"lazy\" decoding=\"async\" width=\"600\" height=\"357\" src=\"https:\/\/www.volume-software.com\/wp-content\/uploads\/2023\/02\/quick_actions_contact_record-600x357.png\" alt=\"\" class=\"wp-image-3920\" srcset=\"https:\/\/www.volume-software.com\/wp-content\/uploads\/2023\/02\/quick_actions_contact_record-600x357.png 600w, https:\/\/www.volume-software.com\/wp-content\/uploads\/2023\/02\/quick_actions_contact_record-400x238.png 400w, https:\/\/www.volume-software.com\/wp-content\/uploads\/2023\/02\/quick_actions_contact_record-190x113.png 190w, https:\/\/www.volume-software.com\/wp-content\/uploads\/2023\/02\/quick_actions_contact_record-768x458.png 768w, https:\/\/www.volume-software.com\/wp-content\/uploads\/2023\/02\/quick_actions_contact_record-810x483.png 810w, https:\/\/www.volume-software.com\/wp-content\/uploads\/2023\/02\/quick_actions_contact_record.png 1096w\" sizes=\"auto, (max-width: 600px) 100vw, 600px\" \/><\/a><figcaption>Przyk\u0142ad na rekordzie kontaktu<\/figcaption><\/figure><\/div>\n\n\n<h2 class=\"wp-block-heading\">Import firm<\/h2>\n\n\n\n<p class=\"txtjust\">Ten nowy modu\u0142 pozwala na <strong>importowanie do programu Reflex listy lead\u00f3w pochodz\u0105cych z system\u00f3w zewn\u0119trznych<\/strong>. W tym celu program wykorzystuje bardzo <strong>specjalny format programu Excel<\/strong> (skontaktuj si\u0119 z nami, aby uzyska\u0107 wi\u0119cej informacji). Mo\u017cliwe jest r\u00f3wnie\u017c zaimportowanie g\u0142\u00f3wnego kontaktu, p\u00f3l konfigurowalnych (pola \u201emeta\u201d) oraz notatki.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><a href=\"https:\/\/www.volume-software.com\/wp-content\/uploads\/2023\/02\/import_companies_from_Excel.png\" data-rel=\"lightbox-image-11\" data-rl_title=\"\" data-rl_caption=\"\" title=\"\"><img loading=\"lazy\" decoding=\"async\" width=\"600\" height=\"293\" src=\"https:\/\/www.volume-software.com\/wp-content\/uploads\/2023\/02\/import_companies_from_Excel-600x293.png\" alt=\"\" class=\"wp-image-3985\" srcset=\"https:\/\/www.volume-software.com\/wp-content\/uploads\/2023\/02\/import_companies_from_Excel-600x293.png 600w, https:\/\/www.volume-software.com\/wp-content\/uploads\/2023\/02\/import_companies_from_Excel-400x195.png 400w, https:\/\/www.volume-software.com\/wp-content\/uploads\/2023\/02\/import_companies_from_Excel-190x93.png 190w, https:\/\/www.volume-software.com\/wp-content\/uploads\/2023\/02\/import_companies_from_Excel-768x375.png 768w, https:\/\/www.volume-software.com\/wp-content\/uploads\/2023\/02\/import_companies_from_Excel-810x395.png 810w, https:\/\/www.volume-software.com\/wp-content\/uploads\/2023\/02\/import_companies_from_Excel.png 1045w\" sizes=\"auto, (max-width: 600px) 100vw, 600px\" \/><\/a><\/figure><\/div>\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><a href=\"https:\/\/www.volume-software.com\/wp-content\/uploads\/2023\/02\/external_data_import_window.png\" data-rel=\"lightbox-image-12\" data-rl_title=\"\" data-rl_caption=\"\" title=\"\"><img loading=\"lazy\" decoding=\"async\" width=\"600\" height=\"347\" src=\"https:\/\/www.volume-software.com\/wp-content\/uploads\/2023\/02\/external_data_import_window-600x347.png\" alt=\"\" class=\"wp-image-3923\" srcset=\"https:\/\/www.volume-software.com\/wp-content\/uploads\/2023\/02\/external_data_import_window-600x347.png 600w, https:\/\/www.volume-software.com\/wp-content\/uploads\/2023\/02\/external_data_import_window-400x232.png 400w, https:\/\/www.volume-software.com\/wp-content\/uploads\/2023\/02\/external_data_import_window-190x110.png 190w, https:\/\/www.volume-software.com\/wp-content\/uploads\/2023\/02\/external_data_import_window-768x444.png 768w, https:\/\/www.volume-software.com\/wp-content\/uploads\/2023\/02\/external_data_import_window.png 800w\" sizes=\"auto, (max-width: 600px) 100vw, 600px\" \/><\/a><figcaption>Okno importu danych zewn\u0119trznych<\/figcaption><\/figure><\/div>\n\n\n<h2 class=\"wp-block-heading\">Inne nowo\u015bci<\/h2>\n\n\n\n<ul class=\"wp-block-list\"><li>Rekord grupy zyskuje <strong>nowe pole &#8222;memo&#8221;<\/strong> w rekordzie szczeg\u00f3\u0142\u00f3w grupy.<\/li><\/ul>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><a href=\"https:\/\/www.volume-software.com\/wp-content\/uploads\/2023\/02\/memo_group_record.png\" data-rel=\"lightbox-image-13\" data-rl_title=\"\" data-rl_caption=\"\" title=\"\"><img loading=\"lazy\" decoding=\"async\" width=\"600\" height=\"362\" src=\"https:\/\/www.volume-software.com\/wp-content\/uploads\/2023\/02\/memo_group_record-600x362.png\" alt=\"\" class=\"wp-image-3926\" srcset=\"https:\/\/www.volume-software.com\/wp-content\/uploads\/2023\/02\/memo_group_record-600x362.png 600w, https:\/\/www.volume-software.com\/wp-content\/uploads\/2023\/02\/memo_group_record-400x241.png 400w, https:\/\/www.volume-software.com\/wp-content\/uploads\/2023\/02\/memo_group_record-190x115.png 190w, https:\/\/www.volume-software.com\/wp-content\/uploads\/2023\/02\/memo_group_record-768x463.png 768w, https:\/\/www.volume-software.com\/wp-content\/uploads\/2023\/02\/memo_group_record-810x488.png 810w, https:\/\/www.volume-software.com\/wp-content\/uploads\/2023\/02\/memo_group_record.png 1078w\" sizes=\"auto, (max-width: 600px) 100vw, 600px\" \/><\/a><\/figure><\/div>\n\n\n<ul class=\"txtjust wp-block-list\"><li>W oknie \u201eSelektor kolumn\u201d, u\u017cywanym na listach przy dodawaniu kolumny lub w filtrach przy dodawaniu p\u00f3l, po kt\u00f3rych chcemy filtrowa\u0107, pojawia si\u0119 <strong>nowe pole \u201eszukaj\u201d pozwala szybko znale\u017a\u0107 kolumn\u0119 na podstawie jej nazwy:<\/strong><\/li><\/ul>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><a href=\"https:\/\/www.volume-software.com\/wp-content\/uploads\/2023\/02\/column_search.png\" data-rel=\"lightbox-image-14\" data-rl_title=\"\" data-rl_caption=\"\" title=\"\"><img loading=\"lazy\" decoding=\"async\" width=\"472\" height=\"277\" src=\"https:\/\/www.volume-software.com\/wp-content\/uploads\/2023\/02\/column_search.png\" alt=\"\" class=\"wp-image-3929\" srcset=\"https:\/\/www.volume-software.com\/wp-content\/uploads\/2023\/02\/column_search.png 472w, https:\/\/www.volume-software.com\/wp-content\/uploads\/2023\/02\/column_search-400x235.png 400w, https:\/\/www.volume-software.com\/wp-content\/uploads\/2023\/02\/column_search-190x112.png 190w\" sizes=\"auto, (max-width: 472px) 100vw, 472px\" \/><\/a><figcaption>Wyszukaj kolumny zawieraj\u0105ce \u201eSales\u201d<\/figcaption><\/figure><\/div>\n\n\n<ul class=\"wp-block-list\"><li>W rekordzie <strong>spotkania<\/strong> wprowadzono szereg <strong>zmian wizualnych<\/strong>. Mi\u0119dzy innymi poprawiono widoczno\u015b\u0107 pola szansa sprzeda\u017cy w nag\u0142\u00f3wku spotkania. Dost\u0119pna jest <strong>nowa zak\u0142adka \u201eNotatki\u201d<\/strong>:<\/li><\/ul>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><a href=\"https:\/\/www.volume-software.com\/wp-content\/uploads\/2023\/02\/appointment_note.png\" data-rel=\"lightbox-image-15\" data-rl_title=\"\" data-rl_caption=\"\" title=\"\"><img loading=\"lazy\" decoding=\"async\" width=\"600\" height=\"142\" src=\"https:\/\/www.volume-software.com\/wp-content\/uploads\/2023\/02\/appointment_note-600x142.png\" alt=\"\" class=\"wp-image-3932\" srcset=\"https:\/\/www.volume-software.com\/wp-content\/uploads\/2023\/02\/appointment_note-600x142.png 600w, https:\/\/www.volume-software.com\/wp-content\/uploads\/2023\/02\/appointment_note-400x95.png 400w, https:\/\/www.volume-software.com\/wp-content\/uploads\/2023\/02\/appointment_note-190x45.png 190w, https:\/\/www.volume-software.com\/wp-content\/uploads\/2023\/02\/appointment_note-768x182.png 768w, https:\/\/www.volume-software.com\/wp-content\/uploads\/2023\/02\/appointment_note-810x192.png 810w, https:\/\/www.volume-software.com\/wp-content\/uploads\/2023\/02\/appointment_note.png 940w\" sizes=\"auto, (max-width: 600px) 100vw, 600px\" \/><\/a><\/figure><\/div>\n\n\n<ul class=\"wp-block-list\"><li>Rekord <strong>zadania<\/strong> r\u00f3wnie\u017c przeszed\u0142 szereg <strong>zmian wizualnych<\/strong>. Podobnie jak w przypadku spotkania, dost\u0119pna jest <strong>nowa zak\u0142adka \u201eNotatki\u201d<\/strong>:<\/li><\/ul>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><a href=\"https:\/\/www.volume-software.com\/wp-content\/uploads\/2023\/02\/task_note_tab.png\" data-rel=\"lightbox-image-16\" data-rl_title=\"\" data-rl_caption=\"\" title=\"\"><img loading=\"lazy\" decoding=\"async\" width=\"600\" height=\"148\" src=\"https:\/\/www.volume-software.com\/wp-content\/uploads\/2023\/02\/task_note_tab-600x148.png\" alt=\"\" class=\"wp-image-3935\" srcset=\"https:\/\/www.volume-software.com\/wp-content\/uploads\/2023\/02\/task_note_tab-600x148.png 600w, https:\/\/www.volume-software.com\/wp-content\/uploads\/2023\/02\/task_note_tab-400x99.png 400w, https:\/\/www.volume-software.com\/wp-content\/uploads\/2023\/02\/task_note_tab-190x47.png 190w, https:\/\/www.volume-software.com\/wp-content\/uploads\/2023\/02\/task_note_tab-768x190.png 768w, https:\/\/www.volume-software.com\/wp-content\/uploads\/2023\/02\/task_note_tab-810x200.png 810w, https:\/\/www.volume-software.com\/wp-content\/uploads\/2023\/02\/task_note_tab.png 940w\" sizes=\"auto, (max-width: 600px) 100vw, 600px\" \/><\/a><\/figure><\/div>\n\n\n<ul class=\"wp-block-list\"><li>Oznaczenia poziom\u00f3w \u201epotencjalnych\u201d mo\u017cna teraz <strong>skonfigurowa\u0107<\/strong>.<\/li><\/ul>\n\n\n\n<h1 class=\"wp-block-heading\">Reflex Cubes<\/h1>\n\n\n\n<p class=\"txtjust\">W kostce \u201e<strong>Zam\u00f3wienia<\/strong>\u201d dodali\u015bmy nast\u0119puj\u0105ce dane : \u201e<strong>Data pierwszej dostawy<\/strong>\u201d, \u201e<strong>Data ostatniej dostawy<\/strong>\u201d oraz \u201e<strong>Ilo\u015b\u0107 dostaw<\/strong>\u201d.<\/p>\n\n\n\n<p class=\"has-text-align-center txtjust\">Opis wszystkich nowych funkcji programu Reflex znajd\u0105 Pa\u0144stwo w naszej broszurze.<\/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\/2023\/02\/ReflexClient-4.7-Nowe-funkcje.pdf\" target=\"_self\" style=\"color: #FFFFFF; background-color: #1e73be;\" >Pobierz broszur\u0119<\/a>\n","protected":false},"excerpt":{"rendered":"<p>Firma Volume Software ma przyjemno\u015b\u0107 przedstawi\u0107 program Reflex w wersji 4.7.Wersja ta przynosi nowe funkcje geolokalizacji, a tak\u017ce istotne zmiany dotycz\u0105ce notatek. Reflex CRM Geolokacja W definicji firmy na mapie geolokalizacji wy\u015bwietlane s\u0105 teraz r\u00f3wnie\u017c obiekty dla tej firmy: Dost\u0119pny jest nowy ekran umo\u017cliwiaj\u0105cy uzyskanie listy firm i\/lub obiekt\u00f3w znajduj\u0105cych si\u0119 w pobli\u017cu firmy (lub [&hellip;]<\/p>\n","protected":false},"author":10,"featured_media":4003,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[71],"tags":[],"class_list":["post-3885","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-software-pl"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v23.9 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Reflex 4.7 - Volume Software<\/title>\n<meta name=\"description\" content=\"Firma Volume Software ma przyjemno\u015b\u0107 przedstawi\u0107 program Reflex w wersji 4.7.Wersja ta przynosi nowe funkcje geolokalizacji, a tak\u017ce istotne zmiany\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.volume-software.com\/pl\/wszystkie-wiadomosci\/reflex-4-7\/\" \/>\n<meta property=\"og:locale\" content=\"pl_PL\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Reflex 4.7 - 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