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AutoRecipient automatically pre-fills email recipients when manually sending emails in Dolibarr, based on the current document (invoice, order, proposal, shipment). Save time, reduce errors, and standardize your email workflow. The module is designed to evolve according to customer needs. Feel free to submit feature requests or improvement suggestions.
Automatically enrich third-party records with AI and trusted web sources, then validate every change before applying it. To create a third party, prospect, customer, or supplier record, you only need to enter the name and city. ClientPlus then fills in contact details, SIREN, SIRET, VAT number, and more.
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CardDesigner allows you to customize the cards and views in Dolibarr ERP & CRM according to your specific needs. With this module, you can adjust the display of additional fields (extrafields): hide them, make them bold, edit them or add tooltips.
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CardDesigner allows you to customize the cards and views in Dolibarr ERP & CRM according to your specific needs. With this module, you can adjust the display of additional fields (extrafields): hide them, make them bold, edit them or add tooltips. An eye-shaped icon, available at the top right of each customizable page, gives you access to a simple and intuitive editing mode to configure your interfaces quickly.
Main features:
Intuitive editing mode: Activate the editing mode by clicking on the "eye" icon and instantly modify the appearance of the cards.
Advanced customization of extrafields:
Hide: Delete unnecessary fields to purify the display.
Bold: Highlight important information for quick reading.
Edit: Easily modify fields directly from the interface.
Tooltips: Add contextual tooltips to better explain the content of the fields.
Centralized view management: Customize cards according to the type of entity (customers, invoices, orders) for a more efficient organization.
Benefits:
Improved user experience: Offer a clearer interface adapted to your teams.
Ease of use: Change the display in a few clicks, without the need for technical skills.
Productivity gain: Facilitate access to key information thanks to a lightweight and intuitive interface.
Customized adaptation: Create personalized views that reflect your company's priorities.
With CardDesigner, optimize the organization of your data and offer an ergonomic interface adapted to the needs of your company.
Discover the full online demo
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Boost your DolibarrDiscover our professional modules to simplify management, automate tasks, and gain efficiency.
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