Contact/Exchange tracking V3

Module description

The main objective of the ‘Contact/Exchange Tracking V3’ module is to offer a complete and intuitive solution for :

• Centralise interactions: Record and easily retrieve the history of exchanges with your third parties to ensure continuous, high-quality monitoring.
• Improve internal collaboration: Facilitate communication between employees thanks to automated notifications and assignable tasks.
• Strengthen the accuracy of follow-ups: Ensure that each exchange is correctly linked to a third party and, where applicable, to associated contacts, while allowing you to define statuses and reminders for each interaction.

✨ What's new in version 3 ✨

• Quick creation of third parties and contacts

Simplified addition of a new third party using a drop-down form. If a new third party is added, the associated fields update automatically.
The contact can now be created directly from the form.
Several contacts can be added to the exchange.

• Employee notifications

Send emails to the relevant employees to share information about an exchange.

• Adding and managing statuses

Each exchange can now be directly associated with a status (default: ‘Closed’).

• Creating tasks and events

It is now possible to add a task or an event directly from the exchange form. These two elements can be recorded simultaneously.

• Mandatory validation of the third party

An error message is displayed if no third party is entered when an exchange is created. This constraint guarantees consistent and complete data management.

• Enhanced history

Exchanges are now automatically linked to all the contacts selected at the time of entry, enabling more accurate tracking.

• Update from the exchange form

Status and other key information can be modified directly from the exchange record.

Documentation

• You will find attached the module documentation
• Documentation (FR )
• Documentation (EN )

 Demo

• Try our module
• Login : demo
• Password : demo

Purchase includes :

• User guide
• Access to 6 month updates
• Corrective maintenance in the event of a proven malfunction

Purchase does not includes :

• Module configuration and installation help
• Formation in the use of the module
• Our team can support you in your needs (see our intervention packages 1h, 5h or 10h)

Support & Assistance Inovea Conseil

If you notice a malfunction of the module, access the support link below with all the information necessary to process your request :

• Module version and Dolibarr version ?
• Detailed problem encountered: when does it occur ?
• How to reproduce it ? (with screenshot)

Remember to read the user documentation before sending us a request ! You may find your answer there.

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