{"id":60800,"date":"2024-12-04T08:58:45","date_gmt":"2024-12-04T07:58:45","guid":{"rendered":"https:\/\/www.dolibiz.com\/?page_id=60800"},"modified":"2025-03-05T10:17:02","modified_gmt":"2025-03-05T09:17:02","slug":"documentation-module-suivi-des-contacts-echanges-v3","status":"publish","type":"page","link":"https:\/\/www.dolibiz.com\/en\/documentation-module-suivi-des-contacts-echanges-v3\/","title":{"rendered":"Documentation module \u00abSuivi des contacts\/\u00e9changes V3\u00bb"},"content":{"rendered":"<section class=\"wpb-content-wrapper\"><div class=\"vc_row wpb_row vc_row-fluid\"><div class=\"wpb_column vc_column_container vc_col-sm-12\"><div class=\"vc_column-inner\"><div class=\"wpb_wrapper\">\n\t<div  class=\"wpb_single_image wpb_content_element vc_align_center  vc_custom_1733309532134\">\n\t\t\n\t\t<figure class=\"wpb_wrapper vc_figure\">\n\t\t\t<div class=\"vc_single_image-wrapper   vc_box_border_grey\"><img loading=\"lazy\" decoding=\"async\" width=\"300\" height=\"300\" src=\"https:\/\/www.dolibiz.com\/wp-content\/uploads\/module-suivi-echange-3-dolibarr-300x300.png\" class=\"vc_single_image-img attachment-medium\" alt=\"\" title=\"module-suivi-echange-3-dolibarr\" srcset=\"https:\/\/www.dolibiz.com\/wp-content\/uploads\/module-suivi-echange-3-dolibarr-300x300.png 300w, https:\/\/www.dolibiz.com\/wp-content\/uploads\/module-suivi-echange-3-dolibarr-150x150.png 150w, https:\/\/www.dolibiz.com\/wp-content\/uploads\/module-suivi-echange-3-dolibarr-768x768.png 768w, https:\/\/www.dolibiz.com\/wp-content\/uploads\/module-suivi-echange-3-dolibarr-12x12.png 12w, https:\/\/www.dolibiz.com\/wp-content\/uploads\/module-suivi-echange-3-dolibarr-200x200.png 200w, https:\/\/www.dolibiz.com\/wp-content\/uploads\/module-suivi-echange-3-dolibarr-100x100.png 100w, https:\/\/www.dolibiz.com\/wp-content\/uploads\/module-suivi-echange-3-dolibarr.png 800w\" sizes=\"auto, (max-width: 300px) 100vw, 300px\"  data-dt-location=\"https:\/\/www.dolibiz.com\/en\/documentation-module-suivi-des-contacts-echanges-v3\/module-suivi-echange-3-dolibarr\/\" \/><\/div>\n\t\t<\/figure>\n\t<\/div>\n\n\t<div class=\"wpb_text_column wpb_content_element  vc_custom_1733300346445\" >\n\t\t<div class=\"wpb_wrapper\">\n\t\t\t<p><span style=\"font-size: 14pt; color: #000000;\">Our \"Contact\/Exchange Tracking V3\" module is designed to optimize tracking of human interactions between your company and your prospects, customers, suppliers, etc. This module allows you to track contacts and exchanges related to your commercial activities, whether it is prospecting, customer management, follow-ups of unpaid debts or after-sales service. <strong>Version 3 introduces several major<\/strong> improvements to facilitate usage by your team members and improve collaboration between co-workers, while also enriching you CRM data.<\/span><\/p>\n\n\t\t<\/div>\n\t<\/div>\n<div class=\"dt-fancy-separator title-left h2-size style-disabled\"><div class=\"dt-fancy-title\" style=\"color: #66add1;\"><span class=\"separator-holder separator-left\"><\/span>Features<span class=\"separator-holder separator-right\"><\/span><\/div><\/div>\n\t<div class=\"wpb_text_column wpb_content_element  vc_custom_1733300522454\" >\n\t\t<div class=\"wpb_wrapper\">\n\t\t\t<p><span style=\"font-size: 14pt; color: #000000;\">The main goal of our \u201cContact\/Exchange Tracking V3\u201d module is to offer a complete and intuitive solution for:<\/span><\/p>\n<ul>\n<li style=\"list-style-type: none;\">\n<ul>\n<li><span style=\"font-size: 14pt; color: #000000;\"><strong>Centralized interactions:<\/strong> Record and easily search the history of exchanges with third parties to guarantee quality customer\/supplier relationship.<\/span><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<ul>\n<li style=\"list-style-type: none;\">\n<ul>\n<li><span style=\"font-size: 14pt; color: #000000;\"><strong>Improved internal collaboration:<\/strong> Facilitate the flow of information between employees through automated notifications and assignable tasks.<\/span><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<ul>\n<li style=\"list-style-type: none;\">\n<ul>\n<li><span style=\"font-size: 14pt; color: #000000;\"><strong>Better tracking:<\/strong> Ensure that each exchange is correctly linked to a third party and, if needed, to associated contacts, while also allowing statuses and reminders to be defined for each interaction.<\/span><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\t\t<\/div>\n\t<\/div>\n<div class=\"dt-fancy-separator title-left h2-size style-disabled\"><div class=\"dt-fancy-title\" style=\"color: #66add1;\"><span class=\"separator-holder separator-left\"><\/span>Overview<span class=\"separator-holder separator-right\"><\/span><\/div><\/div>\n\t<div class=\"wpb_text_column wpb_content_element  vc_custom_1733300604144\" >\n\t\t<div class=\"wpb_wrapper\">\n\t\t\t<p><span style=\"font-size: 14pt; color: #000000;\"><strong>Quick add of contacts and exchanges<\/strong><br \/>\nOur module allows you to easily add a new exchange from almost any Dolibarr page using an embedded button or floating button. An intuitive pop-up window allows you to enter the exchange details, such as: <\/span><\/p>\n<ul>\n<li><span style=\"font-size: 14pt; color: #000000;\">The concerned third party (only one third party can be provided).<\/span><\/li>\n<li><span style=\"font-size: 14pt; color: #000000;\">Associated contacts of third party (multiple contacts possible).<\/span><\/li>\n<li><span style=\"font-size: 14pt; color: #000000;\">Date of exchange, comments, and any other key information. <\/span><\/li>\n<\/ul>\n\n\t\t<\/div>\n\t<\/div>\n\n\t<div class=\"wpb_text_column wpb_content_element  vc_custom_1733753269248\" >\n\t\t<div class=\"wpb_wrapper\">\n\t\t\t<p><span style=\"font-size: 20px; color: #000000;\"><strong>What's new in version 3<\/strong><\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"font-size: 14pt; color: #000000;\"><strong>Quick creation of third parties and contacts<\/strong><\/span><\/p>\n<ul>\n<li><span style=\"font-size: 14pt; color: #000000;\">Simplified creation of a new third party directly from the exchange pop-up using a drop-down form.<\/span><\/li>\n<li><span style=\"font-size: 14pt; color: #000000;\">A new contact can also be created.<\/span><\/li>\n<li><span style=\"font-size: 14pt; color: #000000;\">Multiple contacts can be linked to the same exchange.<\/span><\/li>\n<li style=\"list-style-type: none;\">\n<ul>\n<li style=\"list-style-type: none;\"><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n<p><span style=\"font-size: 14pt; color: #000000;\"><strong>Collaborator notifications<\/strong><\/span><\/p>\n<ul>\n<li><span style=\"font-size: 14pt; color: #000000;\">Selected collaborators can be notified by email of a new exchange.<\/span><\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n<p><span style=\"font-size: 14pt; color: #000000;\"><strong>Adding and managing statuses<\/strong><\/span><\/p>\n<ul>\n<li><span style=\"font-size: 14pt; color: #000000;\">Each exchange can now be associated with a status (default: \u201cClosed\u201d).<\/span><\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n<p><span style=\"font-size: 14pt; color: #000000;\"><strong>Creating tasks and events<\/strong><\/span><\/p>\n<ul>\n<li><span style=\"font-size: 14pt; color: #000000;\">It is possible to add a task or an event directly from the exchange form. Both can be recorded simultaneously.<\/span><\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n<p><span style=\"font-size: 14pt; color: #000000;\"><strong>Mandatory third-party validation<\/strong><\/span><\/p>\n<ul>\n<li><span style=\"font-size: 14pt; color: #000000;\">An error message is displayed if no third party is entered when creating an exchange. This constraint ensures consistent CRM data.<\/span><\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n<p><span style=\"font-size: 14pt; color: #000000;\"><strong>Enriched history<\/strong><\/span><\/p>\n<ul>\n<li><span style=\"font-size: 14pt; color: #000000;\">Exchanges are now automatically linked to all contacts associated with the exchange, allowing for more accurate tracking information.<\/span><\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n<p><span style=\"font-size: 14pt; color: #000000;\"><strong>Update from the exchange sheet<\/strong><\/span><\/p>\n<ul>\n<li><span style=\"font-size: 14pt; color: #000000;\">Statuses and other key information can be edited directly from a exchange\u2019s card view.<\/span><\/li>\n<\/ul>\n\n\t\t<\/div>\n\t<\/div>\n<div class=\"dt-fancy-separator title-left h2-size style-disabled\"><div class=\"dt-fancy-title\" style=\"color: #66add1;\"><span class=\"separator-holder separator-left\"><\/span>Configuration<span class=\"separator-holder separator-right\"><\/span><\/div><\/div>\n\t<div class=\"wpb_text_column wpb_content_element  vc_custom_1733301971585\" >\n\t\t<div class=\"wpb_wrapper\">\n\t\t\t<p><span style=\"font-size: 14pt; color: #000000;\">Before using the module\u2019s features you\u2019ll need to set it up through: <strong>Configuration menu<\/strong> &gt; <strong>Modules<\/strong> &gt; <strong>Contact\/exchange Tracking V3<\/strong> Click on the Configuration icon (cog).<\/span><\/p>\n\n\t\t<\/div>\n\t<\/div>\n\n\t<div  class=\"wpb_single_image wpb_content_element vc_align_center  vc_custom_1733301982781\">\n\t\t\n\t\t<figure class=\"wpb_wrapper vc_figure\">\n\t\t\t<div class=\"vc_single_image-wrapper   vc_box_border_grey\"><img loading=\"lazy\" decoding=\"async\" width=\"1473\" height=\"856\" src=\"https:\/\/www.dolibiz.com\/wp-content\/uploads\/config-ctv3.png\" class=\"vc_single_image-img attachment-full\" alt=\"\" title=\"config-ctv3\" srcset=\"https:\/\/www.dolibiz.com\/wp-content\/uploads\/config-ctv3.png 1473w, https:\/\/www.dolibiz.com\/wp-content\/uploads\/config-ctv3-300x174.png 300w, https:\/\/www.dolibiz.com\/wp-content\/uploads\/config-ctv3-1024x595.png 1024w, https:\/\/www.dolibiz.com\/wp-content\/uploads\/config-ctv3-768x446.png 768w, https:\/\/www.dolibiz.com\/wp-content\/uploads\/config-ctv3-18x10.png 18w, https:\/\/www.dolibiz.com\/wp-content\/uploads\/config-ctv3-100x58.png 100w\" sizes=\"auto, (max-width: 1473px) 100vw, 1473px\"  data-dt-location=\"https:\/\/www.dolibiz.com\/en\/documentation-module-suivi-des-contacts-echanges-v3\/config-ctv3\/\" \/><\/div>\n\t\t<\/figure>\n\t<\/div>\n\n\t<div class=\"wpb_text_column wpb_content_element  vc_custom_1733303486525\" >\n\t\t<div class=\"wpb_wrapper\">\n\t\t\t<p><span style=\"font-size: 14pt; color: #000000;\"><strong>Choose the user:<\/strong> show a \"user\" field on the exchange creation pop-up. If this option is disabled, user selection will not be possible and it will be the user who created the exchange who will be recorded as the internal contact. Also allows you to select the user to assign the reminder to.<\/span><\/p>\n<p><span style=\"font-size: 14pt; color: #000000;\"><strong>Add a confidential comment to your exchanges:<\/strong> On the form of your exchange, a field allows you to insert a confidential comment visible to the author and the assigned user group<\/span><\/p>\n<p><span style=\"font-size: 14pt; color: #000000;\"><strong>Add collaborators to your exchanges:<\/strong> Add other users to your exchanges\/contacts.<\/span><\/p>\n<p><span style=\"font-size: 14pt; color: #000000;\"><strong>Contact Mode list:<\/strong> It allows you to modify the drop-down list of contact modes. Enter one contact mode per line.<\/span><\/p>\n<p><span style=\"font-size: 14pt; color: #000000;\"><strong>Products List:<\/strong> Indicate the IDs of the products you wish to show on the exchange creation pop-up. Separate value by a comma (example: 4,15,3,12)<\/span><\/p>\n<p><span style=\"font-size: 14pt; color: #000000;\"><strong>Subjects list:<\/strong> Set the subjects for the drop-down list. Enter one subject per line.<\/span><\/p>\n<p><span style=\"font-size: 14pt; color: #000000;\"><strong>Display of the creation button:<\/strong> You can choose the display method: either an integrated button present on most Dolibarr files, or a floating button present at all times on Dolibarr. (See below)<\/span><\/p>\n\n\t\t<\/div>\n\t<\/div>\n\n\t<div  class=\"wpb_single_image wpb_content_element vc_align_center  vc_custom_1733303099684\">\n\t\t\n\t\t<figure class=\"wpb_wrapper vc_figure\">\n\t\t\t<div class=\"vc_single_image-wrapper   vc_box_border_grey\"><img loading=\"lazy\" decoding=\"async\" width=\"1000\" height=\"500\" src=\"https:\/\/www.dolibiz.com\/wp-content\/uploads\/ctv3-boutons.png\" class=\"vc_single_image-img attachment-large\" alt=\"\" title=\"ctv3-boutons\" srcset=\"https:\/\/www.dolibiz.com\/wp-content\/uploads\/ctv3-boutons.png 1000w, https:\/\/www.dolibiz.com\/wp-content\/uploads\/ctv3-boutons-300x150.png 300w, https:\/\/www.dolibiz.com\/wp-content\/uploads\/ctv3-boutons-768x384.png 768w, https:\/\/www.dolibiz.com\/wp-content\/uploads\/ctv3-boutons-18x9.png 18w, https:\/\/www.dolibiz.com\/wp-content\/uploads\/ctv3-boutons-100x50.png 100w\" sizes=\"auto, (max-width: 1000px) 100vw, 1000px\"  data-dt-location=\"https:\/\/www.dolibiz.com\/en\/documentation-module-suivi-des-contacts-echanges-v3\/ctv3-boutons\/\" \/><\/div>\n\t\t<\/figure>\n\t<\/div>\n\n\t<div class=\"wpb_text_column wpb_content_element  vc_custom_1741166143121\" >\n\t\t<div class=\"wpb_wrapper\">\n\t\t\t<p><span style=\"font-size: 14pt; color: #000000;\"><strong>Hide the embedded exchange creation button:<\/strong> Select the pages on which you do not want the create exchange button to appear.<\/span><\/p>\n<p><span style=\"font-size: 14pt; color: #000000;\"><strong>Number of days beyond which an event is no longer displayed in the widget:<\/strong> The last 5 exchanges are displayed in a widget on the home page. By setting this field, you can choose to display past exchanges up to the number of days specified. Enter 3 in the field for example, to see the exchanges of the last 3 days. If this field is not completed, no day limit will be able to restrict the display of your events.<\/span><\/p>\n<p><span style=\"font-size: 14pt; color: #000000;\"><strong>Reduce the size of descriptions in your exchanges list:<\/strong> Check this option to limit the visible size of descriptions on the list of exchanges.<\/span><\/p>\n<p><span style=\"font-size: 14pt; color: #000000;\"><strong>Managing large contacts:<\/strong> Enable large contact management when you have more than 8000 contacts.<\/span><\/p>\n\n\t\t<\/div>\n\t<\/div>\n<div class=\"dt-fancy-separator title-left h2-size style-disabled\"><div class=\"dt-fancy-title\" style=\"color: #66add1;\"><span class=\"separator-holder separator-left\"><\/span>Notification configuration<span class=\"separator-holder separator-right\"><\/span><\/div><\/div>\n\t<div class=\"wpb_text_column wpb_content_element  vc_custom_1733303661110\" >\n\t\t<div class=\"wpb_wrapper\">\n\t\t\t<p><span style=\"font-size: 14pt;\"><span style=\"color: #000000;\">Our module allows you to add notifications for event reminders. The selected user will receive an email, reminding them to make contact with the concerned third party. In order for this to work, the \"notifications\" module and the scheduled tasks module must both be activated and configured.<\/span><\/span><\/p>\n<p><span style=\"font-size: 14pt;\"><span style=\"color: #000000;\">You will also need to activate, in the configuration of the \u201cAgenda\u201d module, the following option: <\/span><\/p>\n\n\t\t<\/div>\n\t<\/div>\n\n\t<div  class=\"wpb_single_image wpb_content_element vc_align_center  vc_custom_1741166149571\">\n\t\t\n\t\t<figure class=\"wpb_wrapper vc_figure\">\n\t\t\t<div class=\"vc_single_image-wrapper   vc_box_border_grey\"><img loading=\"lazy\" decoding=\"async\" width=\"1621\" height=\"300\" src=\"https:\/\/www.dolibiz.com\/wp-content\/uploads\/ctv3-config-reminders.png\" class=\"vc_single_image-img attachment-full\" alt=\"\" title=\"ctv3-config-reminders\" srcset=\"https:\/\/www.dolibiz.com\/wp-content\/uploads\/ctv3-config-reminders.png 1621w, https:\/\/www.dolibiz.com\/wp-content\/uploads\/ctv3-config-reminders-300x56.png 300w, https:\/\/www.dolibiz.com\/wp-content\/uploads\/ctv3-config-reminders-1024x190.png 1024w, https:\/\/www.dolibiz.com\/wp-content\/uploads\/ctv3-config-reminders-768x142.png 768w, https:\/\/www.dolibiz.com\/wp-content\/uploads\/ctv3-config-reminders-1536x284.png 1536w, https:\/\/www.dolibiz.com\/wp-content\/uploads\/ctv3-config-reminders-18x3.png 18w, https:\/\/www.dolibiz.com\/wp-content\/uploads\/ctv3-config-reminders-100x19.png 100w\" sizes=\"auto, (max-width: 1621px) 100vw, 1621px\"  data-dt-location=\"https:\/\/www.dolibiz.com\/en\/documentation-module-suivi-des-contacts-echanges-v3\/ctv3-config-reminders\/\" \/><\/div>\n\t\t<\/figure>\n\t<\/div>\n<div class=\"dt-fancy-separator title-left h2-size style-disabled\"><div class=\"dt-fancy-title\" style=\"color: #66add1;\"><span class=\"separator-holder separator-left\"><\/span>Save a contact\/exchange<span class=\"separator-holder separator-right\"><\/span><\/div><\/div>\n\t<div class=\"wpb_text_column wpb_content_element  vc_custom_1733303967685\" >\n\t\t<div class=\"wpb_wrapper\">\n\t\t\t<p><span style=\"font-size: 14pt; color: #000000;\">When you click on the create exchange button, a pop-up opens allowing you to input the different elements of the exchange you have with a customer, prospect, supplier, etc. The different fields will be pre-filled with certain default values. <\/span><\/p>\n\n\t\t<\/div>\n\t<\/div>\n\n\t<div  class=\"wpb_single_image wpb_content_element vc_align_center  vc_custom_1733304587587\">\n\t\t\n\t\t<figure class=\"wpb_wrapper vc_figure\">\n\t\t\t<div class=\"vc_single_image-wrapper   vc_box_border_grey\"><img loading=\"lazy\" decoding=\"async\" width=\"1715\" height=\"793\" src=\"https:\/\/www.dolibiz.com\/wp-content\/uploads\/ctv3-form-echange.png\" class=\"vc_single_image-img attachment-full\" alt=\"\" title=\"ctv3-form-echange\" srcset=\"https:\/\/www.dolibiz.com\/wp-content\/uploads\/ctv3-form-echange.png 1715w, https:\/\/www.dolibiz.com\/wp-content\/uploads\/ctv3-form-echange-300x139.png 300w, https:\/\/www.dolibiz.com\/wp-content\/uploads\/ctv3-form-echange-1024x473.png 1024w, https:\/\/www.dolibiz.com\/wp-content\/uploads\/ctv3-form-echange-768x355.png 768w, https:\/\/www.dolibiz.com\/wp-content\/uploads\/ctv3-form-echange-1536x710.png 1536w, https:\/\/www.dolibiz.com\/wp-content\/uploads\/ctv3-form-echange-18x8.png 18w, https:\/\/www.dolibiz.com\/wp-content\/uploads\/ctv3-form-echange-100x46.png 100w\" sizes=\"auto, (max-width: 1715px) 100vw, 1715px\"  data-dt-location=\"https:\/\/www.dolibiz.com\/en\/documentation-module-suivi-des-contacts-echanges-v3\/ctv3-form-echange\/\" \/><\/div>\n\t\t<\/figure>\n\t<\/div>\n\n\t<div class=\"wpb_text_column wpb_content_element  vc_custom_1733304918229\" >\n\t\t<div class=\"wpb_wrapper\">\n\t\t\t<p><span style=\"font-size: 14pt; color: #000000;\"><strong>Third party:<\/strong> Select the third party concerned by the exchange. The \"+\" button allows you to open a form to create a new third party with its essential information. (Only one third party can be selected, the field will automatically turns gray to select your newly created third party)<\/span><\/p>\n\n\t\t<\/div>\n\t<\/div>\n\n\t<div  class=\"wpb_single_image wpb_content_element vc_align_center  vc_custom_1733305005590\">\n\t\t\n\t\t<figure class=\"wpb_wrapper vc_figure\">\n\t\t\t<div class=\"vc_single_image-wrapper   vc_box_border_grey\"><img loading=\"lazy\" decoding=\"async\" width=\"674\" height=\"146\" src=\"https:\/\/www.dolibiz.com\/wp-content\/uploads\/ctv3-new-tiers.png\" class=\"vc_single_image-img attachment-large\" alt=\"\" title=\"ctv3-new-tiers\" srcset=\"https:\/\/www.dolibiz.com\/wp-content\/uploads\/ctv3-new-tiers.png 674w, https:\/\/www.dolibiz.com\/wp-content\/uploads\/ctv3-new-tiers-300x65.png 300w, https:\/\/www.dolibiz.com\/wp-content\/uploads\/ctv3-new-tiers-18x4.png 18w, https:\/\/www.dolibiz.com\/wp-content\/uploads\/ctv3-new-tiers-100x22.png 100w\" sizes=\"auto, (max-width: 674px) 100vw, 674px\"  data-dt-location=\"https:\/\/www.dolibiz.com\/en\/documentation-module-suivi-des-contacts-echanges-v3\/ctv3-new-tiers\/\" \/><\/div>\n\t\t<\/figure>\n\t<\/div>\n\n\t<div class=\"wpb_text_column wpb_content_element  vc_custom_1733305155543\" >\n\t\t<div class=\"wpb_wrapper\">\n\t\t\t<p><span style=\"font-size: 14pt; color: #000000;\"><strong>Contact\/Address:<\/strong> Select the contact of third party concerned by the exchange. The \"+\" button allows you to open a form to create a new contact with its essential information. (You can select several contacts to link to the exchange, however you can only create one new contact via this form).<\/span><\/p>\n\n\t\t<\/div>\n\t<\/div>\n\n\t<div  class=\"wpb_single_image wpb_content_element vc_align_center  vc_custom_1733305368090\">\n\t\t\n\t\t<figure class=\"wpb_wrapper vc_figure\">\n\t\t\t<div class=\"vc_single_image-wrapper   vc_box_border_grey\"><img loading=\"lazy\" decoding=\"async\" width=\"1047\" height=\"180\" src=\"https:\/\/www.dolibiz.com\/wp-content\/uploads\/ctv3-new-contact.png\" class=\"vc_single_image-img attachment-full\" alt=\"\" title=\"ctv3-new-contact\" srcset=\"https:\/\/www.dolibiz.com\/wp-content\/uploads\/ctv3-new-contact.png 1047w, https:\/\/www.dolibiz.com\/wp-content\/uploads\/ctv3-new-contact-300x52.png 300w, https:\/\/www.dolibiz.com\/wp-content\/uploads\/ctv3-new-contact-1024x176.png 1024w, https:\/\/www.dolibiz.com\/wp-content\/uploads\/ctv3-new-contact-768x132.png 768w, https:\/\/www.dolibiz.com\/wp-content\/uploads\/ctv3-new-contact-18x3.png 18w, https:\/\/www.dolibiz.com\/wp-content\/uploads\/ctv3-new-contact-100x17.png 100w\" sizes=\"auto, (max-width: 1047px) 100vw, 1047px\"  data-dt-location=\"https:\/\/www.dolibiz.com\/en\/documentation-module-suivi-des-contacts-echanges-v3\/ctv3-new-contact\/\" \/><\/div>\n\t\t<\/figure>\n\t<\/div>\n\n\t<div class=\"wpb_text_column wpb_content_element  vc_custom_1741166157831\" >\n\t\t<div class=\"wpb_wrapper\">\n\t\t\t<p><span style=\"font-size: 14pt; color: #000000;\"><strong>Created by:<\/strong> By default, the module will not show this field and will record the user who entered the exchange information. If the corresponding option is enabled in the module\u2019s configuration, the field will be available in the pop-up windows to allow you to select the user.<\/span><\/span><\/p>\n<p><span style=\"font-size: 14pt; color: #000000;\"><strong>Contact Mode:<\/strong> Set the contact mode of the exchange. (List values can be customized in the module configuration)<\/span><\/p>\n<p><span style=\"font-size: 14pt; color: #000000;\"><strong>Link Object\/Document:<\/strong> You can link an element concerning your third party. (Commercial proposition, Invoice, Order, etc.)<\/span><\/p>\n<p><span style=\"font-size: 14pt; color: #000000;\"><strong>Collaborators:<\/strong> Select the collaborator(s) concerned by this exchange. (Option can be enabled\/disabled in module configuration)<\/span><\/p>\n<p><span style=\"font-size: 14pt; color: #000000;\"><strong>Send a notification to notify the collaborator(s):<\/strong> By checking this box, the selected collaborator(s) will receive an email notification to inform them of this exchange. (Remark: The sending of emails from your Dolibarr must be configured and the collaborator(s) must have an email address defined on their user card).\u00a0<\/span><\/p>\n<p><span style=\"font-size: 14pt; color: #000000;\">The email template \u201cCONTACTRACKING_MAILINFO\u201dcan be customized in the \u201cTools-&gt;Email templates\u201d menu of your Dolibarr.<\/span><\/p>\n<p><span style=\"font-size: 14pt; color: #000000;\"><strong>Object:<\/strong> Select the object of the exchange.<\/span><\/p>\n<p><span style=\"font-size: 14pt; color: #000000;\"><strong>Comment:<\/strong> Enter the information about your exchange.<\/span><\/p>\n<p><span style=\"font-size: 14pt; color: #000000;\"><strong>Status:<\/strong> Set the status of your exchange (Closed, In Progress or To Do). The status of your exchange is available in the exchange list.<\/span><\/p>\n<p><span style=\"font-size: 14pt; color: #000000;\"><strong>Confidential comment:<\/strong> Enter any information you need to keep confidential.<\/span><\/p>\n<p><span style=\"font-size: 14pt; color: #000000;\"><strong>Share to group:<\/strong> Select a group if you want to share your confidential comment with a group of users.<\/span><\/p>\n\n\t\t<\/div>\n\t<\/div>\n<div class=\"dt-fancy-separator title-left h2-size style-disabled\"><div class=\"dt-fancy-title\" style=\"color: #66add1;\"><span class=\"separator-holder separator-left\"><\/span>Add a new task to a project<span class=\"separator-holder separator-right\"><\/span><\/div><\/div>\n\t<div class=\"wpb_text_column wpb_content_element  vc_custom_1733307030004\" >\n\t\t<div class=\"wpb_wrapper\">\n\t\t\t<p><span style=\"color: #000000;\"><span style=\"font-size: 18.6667px;\">You now have the possibility to add a new task to an existing project:\u00a0<\/span><\/span><\/p>\n\n\t\t<\/div>\n\t<\/div>\n\n\t<div  class=\"wpb_single_image wpb_content_element vc_align_center  vc_custom_1741166165281\">\n\t\t\n\t\t<figure class=\"wpb_wrapper vc_figure\">\n\t\t\t<div class=\"vc_single_image-wrapper   vc_box_border_grey\"><img loading=\"lazy\" decoding=\"async\" width=\"1010\" height=\"619\" src=\"https:\/\/www.dolibiz.com\/wp-content\/uploads\/ctv3-new-task.png\" class=\"vc_single_image-img attachment-full\" alt=\"\" title=\"ctv3-new-task\" srcset=\"https:\/\/www.dolibiz.com\/wp-content\/uploads\/ctv3-new-task.png 1010w, https:\/\/www.dolibiz.com\/wp-content\/uploads\/ctv3-new-task-300x184.png 300w, https:\/\/www.dolibiz.com\/wp-content\/uploads\/ctv3-new-task-768x471.png 768w, https:\/\/www.dolibiz.com\/wp-content\/uploads\/ctv3-new-task-18x12.png 18w, https:\/\/www.dolibiz.com\/wp-content\/uploads\/ctv3-new-task-100x61.png 100w\" sizes=\"auto, (max-width: 1010px) 100vw, 1010px\"  data-dt-location=\"https:\/\/www.dolibiz.com\/en\/documentation-module-suivi-des-contacts-echanges-v3\/ctv3-new-task\/\" \/><\/div>\n\t\t<\/figure>\n\t<\/div>\n<div class=\"dt-fancy-separator title-left h2-size style-disabled\"><div class=\"dt-fancy-title\" style=\"color: #66add1;\"><span class=\"separator-holder separator-left\"><\/span>Add an event<span class=\"separator-holder separator-right\"><\/span><\/div><\/div>\n\t<div class=\"wpb_text_column wpb_content_element  vc_custom_1733307255666\" >\n\t\t<div class=\"wpb_wrapper\">\n\t\t\t<p><span style=\"color: #000000;\"><span style=\"font-size: 18.6667px;\">You can also add an event related to the exchange, if needed you can define an automatic reminder notification to inform your collaborator:\u00a0<\/span><\/span><\/p>\n\n\t\t<\/div>\n\t<\/div>\n\n\t<div  class=\"wpb_single_image wpb_content_element vc_align_center  vc_custom_1733307274680\">\n\t\t\n\t\t<figure class=\"wpb_wrapper vc_figure\">\n\t\t\t<div class=\"vc_single_image-wrapper   vc_box_border_grey\"><img loading=\"lazy\" decoding=\"async\" width=\"1207\" height=\"633\" src=\"https:\/\/www.dolibiz.com\/wp-content\/uploads\/ctv3-new-event.png\" class=\"vc_single_image-img attachment-full\" alt=\"\" title=\"ctv3-new-event\" srcset=\"https:\/\/www.dolibiz.com\/wp-content\/uploads\/ctv3-new-event.png 1207w, https:\/\/www.dolibiz.com\/wp-content\/uploads\/ctv3-new-event-300x157.png 300w, https:\/\/www.dolibiz.com\/wp-content\/uploads\/ctv3-new-event-1024x537.png 1024w, https:\/\/www.dolibiz.com\/wp-content\/uploads\/ctv3-new-event-768x403.png 768w, https:\/\/www.dolibiz.com\/wp-content\/uploads\/ctv3-new-event-18x9.png 18w, https:\/\/www.dolibiz.com\/wp-content\/uploads\/ctv3-new-event-100x52.png 100w\" sizes=\"auto, (max-width: 1207px) 100vw, 1207px\"  data-dt-location=\"https:\/\/www.dolibiz.com\/en\/documentation-module-suivi-des-contacts-echanges-v3\/ctv3-new-event\/\" \/><\/div>\n\t\t<\/figure>\n\t<\/div>\n\n\t<div class=\"wpb_text_column wpb_content_element  vc_custom_1741166170789\" >\n\t\t<div class=\"wpb_wrapper\">\n\t\t\t<p><em><span style=\"color: #000000;\"><span style=\"font-size: 18.6667px;\">Tip : You can create a new task and a new event in one go, the information entered in both forms will be saved.<\/span><\/span><\/em><\/p>\n\n\t\t<\/div>\n\t<\/div>\n<div class=\"dt-fancy-separator title-left h2-size style-disabled\"><div class=\"dt-fancy-title\" style=\"color: #66add1;\"><span class=\"separator-holder separator-left\"><\/span>Cr\u00e9er un ticket depuis l&#039;\u00e9change<span class=\"separator-holder separator-right\"><\/span><\/div><\/div>\n\t<div  class=\"wpb_single_image wpb_content_element vc_align_center  vc_custom_1741166109233\">\n\t\t\n\t\t<figure class=\"wpb_wrapper vc_figure\">\n\t\t\t<div class=\"vc_single_image-wrapper   vc_box_border_grey\"><img loading=\"lazy\" decoding=\"async\" width=\"1591\" height=\"750\" src=\"https:\/\/www.dolibiz.com\/wp-content\/uploads\/create-ticket.png\" class=\"vc_single_image-img attachment-full\" alt=\"\" title=\"create-ticket\" srcset=\"https:\/\/www.dolibiz.com\/wp-content\/uploads\/create-ticket.png 1591w, https:\/\/www.dolibiz.com\/wp-content\/uploads\/create-ticket-300x141.png 300w, https:\/\/www.dolibiz.com\/wp-content\/uploads\/create-ticket-1024x483.png 1024w, https:\/\/www.dolibiz.com\/wp-content\/uploads\/create-ticket-768x362.png 768w, https:\/\/www.dolibiz.com\/wp-content\/uploads\/create-ticket-1536x724.png 1536w, https:\/\/www.dolibiz.com\/wp-content\/uploads\/create-ticket-18x8.png 18w, https:\/\/www.dolibiz.com\/wp-content\/uploads\/create-ticket-100x47.png 100w\" sizes=\"auto, (max-width: 1591px) 100vw, 1591px\"  data-dt-location=\"https:\/\/www.dolibiz.com\/en\/documentation-module-suivi-des-contacts-echanges-v3\/create-ticket\/\" \/><\/div>\n\t\t<\/figure>\n\t<\/div>\n\n\t<div class=\"wpb_text_column wpb_content_element  vc_custom_1741166176884\" >\n\t\t<div class=\"wpb_wrapper\">\n\t\t\t<p><span style=\"color: #000000;\"><span style=\"font-size: 18.6667px;\">Vous avez d\u00e9sormais la possibilit\u00e9 de cr\u00e9er un ticket de support, directement depuis le formulaire d&rsquo;enregistrement d&rsquo;\u00e9change.<\/span><\/span><\/p>\n\n\t\t<\/div>\n\t<\/div>\n<div class=\"dt-fancy-separator title-left h2-size style-disabled\"><div class=\"dt-fancy-title\" style=\"color: #66add1;\"><span class=\"separator-holder separator-left\"><\/span>Exchange history<span class=\"separator-holder separator-right\"><\/span><\/div><\/div>\n\t<div class=\"wpb_text_column wpb_content_element  vc_custom_1733307937088\" >\n\t\t<div class=\"wpb_wrapper\">\n\t\t\t<p><span style=\"font-size: 14pt; color: #000000;\">On the main Dolibarr card views, you can find a contact\/exchange tracking history tab (for example : customers, suppliers or in connection with invoices). This list view will allow you to track all the exchanges that have been recorded for the concerned element (Third party, invoice, etc.):<\/span><\/p>\n\n\t\t<\/div>\n\t<\/div>\n\n\t<div  class=\"wpb_single_image wpb_content_element vc_align_center  vc_custom_1733307682402\">\n\t\t\n\t\t<figure class=\"wpb_wrapper vc_figure\">\n\t\t\t<div class=\"vc_single_image-wrapper   vc_box_border_grey\"><img loading=\"lazy\" decoding=\"async\" width=\"1615\" height=\"366\" src=\"https:\/\/www.dolibiz.com\/wp-content\/uploads\/ctv3-historique.png\" class=\"vc_single_image-img attachment-full\" alt=\"\" title=\"ctv3-historique\" srcset=\"https:\/\/www.dolibiz.com\/wp-content\/uploads\/ctv3-historique.png 1615w, https:\/\/www.dolibiz.com\/wp-content\/uploads\/ctv3-historique-300x68.png 300w, https:\/\/www.dolibiz.com\/wp-content\/uploads\/ctv3-historique-1024x232.png 1024w, https:\/\/www.dolibiz.com\/wp-content\/uploads\/ctv3-historique-768x174.png 768w, https:\/\/www.dolibiz.com\/wp-content\/uploads\/ctv3-historique-1536x348.png 1536w, https:\/\/www.dolibiz.com\/wp-content\/uploads\/ctv3-historique-18x4.png 18w, https:\/\/www.dolibiz.com\/wp-content\/uploads\/ctv3-historique-100x23.png 100w\" sizes=\"auto, (max-width: 1615px) 100vw, 1615px\"  data-dt-location=\"https:\/\/www.dolibiz.com\/en\/documentation-module-suivi-des-contacts-echanges-v3\/ctv3-historique\/\" \/><\/div>\n\t\t<\/figure>\n\t<\/div>\n\n\t<div class=\"wpb_text_column wpb_content_element  vc_custom_1741166188568\" >\n\t\t<div class=\"wpb_wrapper\">\n\t\t\t<p><span style=\"font-size: 14pt; color: #000000;\">A full exchange history is also accessible (depending on permissions) from the Third Party menu, then \u201cAll exchanges\/contacts\u201d.<\/span><\/p>\n\n\t\t<\/div>\n\t<\/div>\n<div class=\"dt-fancy-separator title-left h2-size style-disabled\"><div class=\"dt-fancy-title\" style=\"color: #66add1;\"><span class=\"separator-holder separator-left\"><\/span>View\/Modify an exchange<span class=\"separator-holder separator-right\"><\/span><\/div><\/div>\n\t<div class=\"wpb_text_column wpb_content_element  vc_custom_1733307904790\" >\n\t\t<div class=\"wpb_wrapper\">\n\t\t\t<p><span style=\"font-size: 14pt; color: #000000;\">You can open the detailed view of a recorded exchange by clicking on its name in the exchange history list. From this card, you can view the details of the exchange, modify it, delete it or update its status using the dedicated buttons:\u00a0<\/span><\/p>\n\n\t\t<\/div>\n\t<\/div>\n\n\t<div  class=\"wpb_single_image wpb_content_element vc_align_center  vc_custom_1741166200550\">\n\t\t\n\t\t<figure class=\"wpb_wrapper vc_figure\">\n\t\t\t<div class=\"vc_single_image-wrapper   vc_box_border_grey\"><img loading=\"lazy\" decoding=\"async\" width=\"1593\" height=\"763\" src=\"https:\/\/www.dolibiz.com\/wp-content\/uploads\/ctv3-modif.png\" class=\"vc_single_image-img attachment-full\" alt=\"\" title=\"ctv3-modif\" srcset=\"https:\/\/www.dolibiz.com\/wp-content\/uploads\/ctv3-modif.png 1593w, https:\/\/www.dolibiz.com\/wp-content\/uploads\/ctv3-modif-300x144.png 300w, https:\/\/www.dolibiz.com\/wp-content\/uploads\/ctv3-modif-1024x490.png 1024w, https:\/\/www.dolibiz.com\/wp-content\/uploads\/ctv3-modif-768x368.png 768w, https:\/\/www.dolibiz.com\/wp-content\/uploads\/ctv3-modif-1536x736.png 1536w, https:\/\/www.dolibiz.com\/wp-content\/uploads\/ctv3-modif-18x9.png 18w, https:\/\/www.dolibiz.com\/wp-content\/uploads\/ctv3-modif-100x48.png 100w\" sizes=\"auto, (max-width: 1593px) 100vw, 1593px\"  data-dt-location=\"https:\/\/www.dolibiz.com\/en\/documentation-module-suivi-des-contacts-echanges-v3\/ctv3-modif\/\" \/><\/div>\n\t\t<\/figure>\n\t<\/div>\n<div class=\"dt-fancy-separator title-left h2-size style-disabled\"><div class=\"dt-fancy-title\" style=\"color: #66add1;\"><span class=\"separator-holder separator-left\"><\/span>Delete an exchange<span class=\"separator-holder separator-right\"><\/span><\/div><\/div>\n\t<div class=\"wpb_text_column wpb_content_element  vc_custom_1733308081240\" >\n\t\t<div class=\"wpb_wrapper\">\n\t\t\t<p><span style=\"font-size: 14pt; color: #000000;\">To delete an exchange, you can use the \"Delete\" button on its detail view or select it (one or more) from the exchange history list and use the \"Delete\" action button above the list. To delete an exchange, you must have the correct user permissions.<\/span><\/p>\n\n\t\t<\/div>\n\t<\/div>\n\n\t<div  class=\"wpb_single_image wpb_content_element vc_align_center  vc_custom_1741166205848\">\n\t\t\n\t\t<figure class=\"wpb_wrapper vc_figure\">\n\t\t\t<div class=\"vc_single_image-wrapper   vc_box_border_grey\"><img loading=\"lazy\" decoding=\"async\" width=\"1773\" height=\"535\" src=\"https:\/\/www.dolibiz.com\/wp-content\/uploads\/ctv3-supp.png\" class=\"vc_single_image-img attachment-full\" alt=\"\" title=\"ctv3-supp\" srcset=\"https:\/\/www.dolibiz.com\/wp-content\/uploads\/ctv3-supp.png 1773w, https:\/\/www.dolibiz.com\/wp-content\/uploads\/ctv3-supp-300x91.png 300w, https:\/\/www.dolibiz.com\/wp-content\/uploads\/ctv3-supp-1024x309.png 1024w, https:\/\/www.dolibiz.com\/wp-content\/uploads\/ctv3-supp-768x232.png 768w, https:\/\/www.dolibiz.com\/wp-content\/uploads\/ctv3-supp-1536x463.png 1536w, https:\/\/www.dolibiz.com\/wp-content\/uploads\/ctv3-supp-18x5.png 18w, https:\/\/www.dolibiz.com\/wp-content\/uploads\/ctv3-supp-100x30.png 100w\" sizes=\"auto, (max-width: 1773px) 100vw, 1773px\"  data-dt-location=\"https:\/\/www.dolibiz.com\/en\/documentation-module-suivi-des-contacts-echanges-v3\/ctv3-supp\/\" \/><\/div>\n\t\t<\/figure>\n\t<\/div>\n<div class=\"dt-fancy-separator title-left h2-size style-disabled\"><div class=\"dt-fancy-title\" style=\"color: #66add1;\"><span class=\"separator-holder separator-left\"><\/span>Add Widgets to the Home Page dashboard<span class=\"separator-holder separator-right\"><\/span><\/div><\/div>\n\t<div class=\"wpb_text_column wpb_content_element  vc_custom_1733308486430\" >\n\t\t<div class=\"wpb_wrapper\">\n\t\t\t<p><span style=\"font-size: 14pt; color: #000000;\">Our module has dedicated widgets for your Dolibarr home page dashboard.\u00a0<\/span><\/p>\n<p><span style=\"font-size: 14pt; color: #000000;\">To show them, go to \u201cConfiguration\u201d &gt; \u201cWidget\u201d &gt; and activate the widgets you want to display:<\/span><\/p>\n\n\t\t<\/div>\n\t<\/div>\n\n\t<div  class=\"wpb_single_image wpb_content_element vc_align_center  vc_custom_1733308527421\">\n\t\t\n\t\t<figure class=\"wpb_wrapper vc_figure\">\n\t\t\t<div class=\"vc_single_image-wrapper   vc_box_border_grey\"><img loading=\"lazy\" decoding=\"async\" width=\"1572\" height=\"96\" src=\"https:\/\/www.dolibiz.com\/wp-content\/uploads\/ctv3-widget.png\" class=\"vc_single_image-img attachment-full\" alt=\"\" title=\"ctv3-widget\" srcset=\"https:\/\/www.dolibiz.com\/wp-content\/uploads\/ctv3-widget.png 1572w, https:\/\/www.dolibiz.com\/wp-content\/uploads\/ctv3-widget-300x18.png 300w, https:\/\/www.dolibiz.com\/wp-content\/uploads\/ctv3-widget-1024x63.png 1024w, https:\/\/www.dolibiz.com\/wp-content\/uploads\/ctv3-widget-768x47.png 768w, https:\/\/www.dolibiz.com\/wp-content\/uploads\/ctv3-widget-1536x94.png 1536w, https:\/\/www.dolibiz.com\/wp-content\/uploads\/ctv3-widget-18x1.png 18w, https:\/\/www.dolibiz.com\/wp-content\/uploads\/ctv3-widget-100x6.png 100w\" sizes=\"auto, (max-width: 1572px) 100vw, 1572px\"  data-dt-location=\"https:\/\/www.dolibiz.com\/en\/documentation-module-suivi-des-contacts-echanges-v3\/ctv3-widget\/\" \/><\/div>\n\t\t<\/figure>\n\t<\/div>\n\n\t<div class=\"wpb_text_column wpb_content_element  vc_custom_1733308746089\" >\n\t\t<div class=\"wpb_wrapper\">\n\t\t\t<p><span style=\"font-size: 14pt; color: #000000;\">You have the option to display a widget for the last contacts\/exchanges created and another widget for the next third parties that need to be contacted (based on previous events recorded):\u00a0<\/span><\/p>\n\n\t\t<\/div>\n\t<\/div>\n\n\t<div  class=\"wpb_single_image wpb_content_element vc_align_center  vc_custom_1741166211550\">\n\t\t\n\t\t<figure class=\"wpb_wrapper vc_figure\">\n\t\t\t<div class=\"vc_single_image-wrapper   vc_box_border_grey\"><img loading=\"lazy\" decoding=\"async\" width=\"1090\" height=\"906\" src=\"https:\/\/www.dolibiz.com\/wp-content\/uploads\/ctv3-widget-home.png\" class=\"vc_single_image-img attachment-full\" alt=\"\" title=\"ctv3-widget-home\" srcset=\"https:\/\/www.dolibiz.com\/wp-content\/uploads\/ctv3-widget-home.png 1090w, https:\/\/www.dolibiz.com\/wp-content\/uploads\/ctv3-widget-home-300x249.png 300w, https:\/\/www.dolibiz.com\/wp-content\/uploads\/ctv3-widget-home-1024x851.png 1024w, https:\/\/www.dolibiz.com\/wp-content\/uploads\/ctv3-widget-home-768x638.png 768w, https:\/\/www.dolibiz.com\/wp-content\/uploads\/ctv3-widget-home-14x12.png 14w, https:\/\/www.dolibiz.com\/wp-content\/uploads\/ctv3-widget-home-100x83.png 100w\" sizes=\"auto, (max-width: 1090px) 100vw, 1090px\"  data-dt-location=\"https:\/\/www.dolibiz.com\/en\/documentation-module-suivi-des-contacts-echanges-v3\/ctv3-widget-home\/\" \/><\/div>\n\t\t<\/figure>\n\t<\/div>\n<div class=\"dt-fancy-separator title-left h2-size style-disabled\"><div class=\"dt-fancy-title\" style=\"color: #66add1;\"><span class=\"separator-holder separator-left\"><\/span>User permissions<span class=\"separator-holder separator-right\"><\/span><\/div><\/div>\n\t<div class=\"wpb_text_column wpb_content_element  vc_custom_1733308866622\" >\n\t\t<div class=\"wpb_wrapper\">\n\t\t\t<p><span style=\"font-size: 14pt; color: #000000;\">User permissions must be set for each user in the \u201cPermissions\u201d tab of their profile:\u00a0<\/span><\/p>\n\n\t\t<\/div>\n\t<\/div>\n\n\t<div  class=\"wpb_single_image wpb_content_element vc_align_center  vc_custom_1733308951880\">\n\t\t\n\t\t<figure class=\"wpb_wrapper vc_figure\">\n\t\t\t<div class=\"vc_single_image-wrapper   vc_box_border_grey\"><img loading=\"lazy\" decoding=\"async\" width=\"814\" height=\"348\" src=\"https:\/\/www.dolibiz.com\/wp-content\/uploads\/ctv3-droit.png\" class=\"vc_single_image-img attachment-full\" alt=\"\" title=\"ctv3-droit\" srcset=\"https:\/\/www.dolibiz.com\/wp-content\/uploads\/ctv3-droit.png 814w, https:\/\/www.dolibiz.com\/wp-content\/uploads\/ctv3-droit-300x128.png 300w, https:\/\/www.dolibiz.com\/wp-content\/uploads\/ctv3-droit-768x328.png 768w, https:\/\/www.dolibiz.com\/wp-content\/uploads\/ctv3-droit-18x8.png 18w, https:\/\/www.dolibiz.com\/wp-content\/uploads\/ctv3-droit-100x43.png 100w\" sizes=\"auto, (max-width: 814px) 100vw, 814px\"  data-dt-location=\"https:\/\/www.dolibiz.com\/en\/documentation-module-suivi-des-contacts-echanges-v3\/ctv3-droit\/\" \/><\/div>\n\t\t<\/figure>\n\t<\/div>\n<div class=\"vc_separator wpb_content_element vc_separator_align_center vc_sep_width_80 vc_sep_dotted vc_sep_border_width_2 vc_sep_pos_align_center vc_separator_no_text vc_sep_color_peacoc vc_custom_1681460926653  vc_custom_1681460926653\" ><span class=\"vc_sep_holder vc_sep_holder_l\"><span class=\"vc_sep_line\"><\/span><\/span><span class=\"vc_sep_holder vc_sep_holder_r\"><span class=\"vc_sep_line\"><\/span><\/span>\n<\/div><div class=\"dt-fancy-separator title-left h2-size style-disabled\"><div class=\"dt-fancy-title\" style=\"color: #dd9933;\"><span class=\"separator-holder separator-left\"><\/span>D\u00e9couvrir nos autres modules..<span class=\"separator-holder separator-right\"><\/span><\/div><\/div><div class=\"vc_empty_space\"   style=\"height: 20px\"><span class=\"vc_empty_space_inner\"><\/span><\/div><div class=\"woocommerce columns-4\"><div class=\"wf-container dt-products  woo-hover products loading-effect-fade-in description-on-hover cart-btn-on-img hide-description wc-grid\" data-padding=\"0px\" data-cur-page=\"1\" data-desktop-columns-num=\"3\" data-v-tablet-columns-num=\"2\" data-h-tablet-columns-num=\"3\" data-phone-columns-num=\"1\">\n\n<article class=\"post visible description-off product type-product post-57986 status-publish first instock product_cat-module-dolibarr has-post-thumbnail downloadable virtual taxable purchasable product-type-simple\">\n\n\t<figure class=\"woocom-project\">\n\t<div class=\"woo-buttons-on-img\">\n\n\t\t<a href=\"https:\/\/www.dolibiz.com\/en\/modules-dolibarr\/easystock\/\" class=\"alignnone layzr-bg\"><img loading=\"lazy\" decoding=\"async\" width=\"200\" height=\"200\" src=\"data:image\/svg+xml;charset=utf-8,%3Csvg xmlns%3D&#039;http%3A%2F%2Fwww.w3.org%2F2000%2Fsvg&#039; viewBox%3D&#039;0 0 200 200&#039;%2F%3E\" class=\"attachment-woocommerce_thumbnail size-woocommerce_thumbnail lazy-load preload-me\" alt=\"vignette Easy-Stock.png\" data-src=\"https:\/\/www.dolibiz.com\/wp-content\/uploads\/Easy-Stock-200x200.png\" data-srcset=\"https:\/\/www.dolibiz.com\/wp-content\/uploads\/Easy-Stock-200x200.png 200w, https:\/\/www.dolibiz.com\/wp-content\/uploads\/Easy-Stock-100x100.png 100w, https:\/\/www.dolibiz.com\/wp-content\/uploads\/Easy-Stock-300x300.png 300w, https:\/\/www.dolibiz.com\/wp-content\/uploads\/Easy-Stock-150x150.png 150w, https:\/\/www.dolibiz.com\/wp-content\/uploads\/Easy-Stock-768x768.png 768w, https:\/\/www.dolibiz.com\/wp-content\/uploads\/Easy-Stock.png 800w\" \/><\/a>\n\t<\/div>\n\t<figcaption class=\"woocom-list-content\">\n\n\t\t<div class=\"woocommerce-product-details__short-description\">\n\t<p>Ce module permet de voir et g\u00e9rer les stocks de mani\u00e8re simple et rapide dans votre Dolibarr.<\/p>\n<\/div>\n\n\t<\/figcaption>\n<\/figure>\n\n<\/article>\n\n\n\n<article class=\"post visible description-off product type-product post-60745 status-publish instock product_cat-module-dolibarr has-post-thumbnail downloadable virtual taxable purchasable product-type-simple\">\n\n\t<figure class=\"woocom-project\">\n\t<div class=\"woo-buttons-on-img\">\n\n\t\t<a href=\"https:\/\/www.dolibiz.com\/en\/modules-dolibarr\/experience-utilisateur-ui-ux\/\" class=\"alignnone layzr-bg\"><img loading=\"lazy\" decoding=\"async\" width=\"200\" height=\"200\" src=\"data:image\/svg+xml;charset=utf-8,%3Csvg xmlns%3D&#039;http%3A%2F%2Fwww.w3.org%2F2000%2Fsvg&#039; viewBox%3D&#039;0 0 200 200&#039;%2F%3E\" class=\"attachment-woocommerce_thumbnail size-woocommerce_thumbnail lazy-load preload-me\" alt=\"Exp\u00e9rience utilisateur (UI\/UX)\" data-src=\"https:\/\/www.dolibiz.com\/wp-content\/uploads\/dolibarr-uiux-200x200.jpg\" data-srcset=\"https:\/\/www.dolibiz.com\/wp-content\/uploads\/dolibarr-uiux-200x200.jpg 200w, https:\/\/www.dolibiz.com\/wp-content\/uploads\/dolibarr-uiux-300x300.jpg 300w, https:\/\/www.dolibiz.com\/wp-content\/uploads\/dolibarr-uiux-150x150.jpg 150w, https:\/\/www.dolibiz.com\/wp-content\/uploads\/dolibarr-uiux-768x768.jpg 768w, https:\/\/www.dolibiz.com\/wp-content\/uploads\/dolibarr-uiux-12x12.jpg 12w, https:\/\/www.dolibiz.com\/wp-content\/uploads\/dolibarr-uiux-100x100.jpg 100w, https:\/\/www.dolibiz.com\/wp-content\/uploads\/dolibarr-uiux.jpg 800w\" \/><\/a>\n\t<\/div>\n\t<figcaption class=\"woocom-list-content\">\n\n\t\t<div class=\"woocommerce-product-details__short-description\">\n\t<div class=\"flex-shrink-0 flex flex-col relative items-end\">\n<div>\n<div class=\"pt-0\">\n<div class=\"gizmo-bot-avatar flex h-8 w-8 items-center justify-center overflow-hidden rounded-full\">\n<div class=\"relative p-1 rounded-sm flex items-center justify-center bg-token-main-surface-primary text-token-text-primary h-8 w-8\">Le module Exp\u00e9rience Utilisateur (UI\/UX) optimise votre Dolibarr en rendant la navigation plus fluide et intuitive gr\u00e2ce \u00e0 des fonctionnalit\u00e9s comme la fixation des onglets, des titres et des totaux. Pratique et personnalisable, il am\u00e9liore consid\u00e9rablement votre utilisation quotidienne en simplifiant l&rsquo;acc\u00e8s aux informations essentielles.<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n\n\t<\/figcaption>\n<\/figure>\n\n<\/article>\n\n\n\n<article class=\"post visible description-off product type-product post-60856 status-publish instock product_cat-module-dolibarr has-post-thumbnail downloadable virtual taxable purchasable product-type-simple\">\n\n\t<figure class=\"woocom-project\">\n\t<div class=\"woo-buttons-on-img\">\n\n\t\t<a href=\"https:\/\/www.dolibiz.com\/en\/modules-dolibarr\/liste-export-import-v2\/\" class=\"alignnone layzr-bg\"><img loading=\"lazy\" decoding=\"async\" width=\"200\" height=\"200\" src=\"data:image\/svg+xml;charset=utf-8,%3Csvg xmlns%3D&#039;http%3A%2F%2Fwww.w3.org%2F2000%2Fsvg&#039; viewBox%3D&#039;0 0 200 200&#039;%2F%3E\" class=\"attachment-woocommerce_thumbnail size-woocommerce_thumbnail lazy-load preload-me\" alt=\"Liste Export\/Import V2\" data-src=\"https:\/\/www.dolibiz.com\/wp-content\/uploads\/vignette-module-liste-export-import-200x200.png\" data-srcset=\"https:\/\/www.dolibiz.com\/wp-content\/uploads\/vignette-module-liste-export-import-200x200.png 200w, https:\/\/www.dolibiz.com\/wp-content\/uploads\/vignette-module-liste-export-import-300x300.png 300w, https:\/\/www.dolibiz.com\/wp-content\/uploads\/vignette-module-liste-export-import-150x150.png 150w, https:\/\/www.dolibiz.com\/wp-content\/uploads\/vignette-module-liste-export-import-768x768.png 768w, https:\/\/www.dolibiz.com\/wp-content\/uploads\/vignette-module-liste-export-import-12x12.png 12w, https:\/\/www.dolibiz.com\/wp-content\/uploads\/vignette-module-liste-export-import-100x100.png 100w, https:\/\/www.dolibiz.com\/wp-content\/uploads\/vignette-module-liste-export-import.png 800w\" \/><\/a>\n\t<\/div>\n\t<figcaption class=\"woocom-list-content\">\n\n\t\t<div class=\"woocommerce-product-details__short-description\">\n\t<p>Le module \u00ab\u00a0Liste Export\/Import V2\u00a0\u00bb\u00a0pour Dolibarr simplifie l&rsquo;exportation et l&rsquo;importation des donn\u00e9es en permettant de t\u00e9l\u00e9charger ou charger des listes dans diff\u00e9rents formats (CSV, PDF, PNG, SQL). Facile \u00e0 utiliser, il am\u00e9liore la gestion de vos donn\u00e9es et optimise vos processus.<\/p>\n<\/div>\n\n\t<\/figcaption>\n<\/figure>\n\n<\/article>\n\n\n\n<article class=\"post visible description-off product type-product post-57901 status-publish last instock product_cat-commercial has-post-thumbnail downloadable virtual taxable purchasable product-type-simple\">\n\n\t<figure class=\"woocom-project\">\n\t<div class=\"woo-buttons-on-img\">\n\n\t\t<a href=\"https:\/\/www.dolibiz.com\/en\/modules-dolibarr\/cloturer-et-cloner\/\" class=\"alignnone layzr-bg\"><img loading=\"lazy\" decoding=\"async\" width=\"200\" height=\"200\" src=\"data:image\/svg+xml;charset=utf-8,%3Csvg xmlns%3D&#039;http%3A%2F%2Fwww.w3.org%2F2000%2Fsvg&#039; viewBox%3D&#039;0 0 200 200&#039;%2F%3E\" class=\"attachment-woocommerce_thumbnail size-woocommerce_thumbnail lazy-load preload-me\" alt=\"vignette Cloturer-et-cloner.png\" data-src=\"https:\/\/www.dolibiz.com\/wp-content\/uploads\/Cloturer-et-cloner-200x200.png\" data-srcset=\"https:\/\/www.dolibiz.com\/wp-content\/uploads\/Cloturer-et-cloner-200x200.png 200w, https:\/\/www.dolibiz.com\/wp-content\/uploads\/Cloturer-et-cloner-100x100.png 100w, https:\/\/www.dolibiz.com\/wp-content\/uploads\/Cloturer-et-cloner-300x300.png 300w, https:\/\/www.dolibiz.com\/wp-content\/uploads\/Cloturer-et-cloner-150x150.png 150w, https:\/\/www.dolibiz.com\/wp-content\/uploads\/Cloturer-et-cloner-768x768.png 768w, https:\/\/www.dolibiz.com\/wp-content\/uploads\/Cloturer-et-cloner.png 800w\" \/><\/a>\n\t<\/div>\n\t<figcaption class=\"woocom-list-content\">\n\n\t\t<div class=\"woocommerce-product-details__short-description\">\n\t<p>Gagnez du temps : cl\u00f4turer et cloner votre devis en un clic pour faire une nouvelle proposition \u00e0 votre client sur la base de la premi\u00e8re.<\/p>\n<\/div>\n\n\t<\/figcaption>\n<\/figure>\n\n<\/article>\n\n\n\n<article class=\"post visible description-off product type-product post-57888 status-publish first instock product_cat-module-dolibarr has-post-thumbnail downloadable virtual taxable purchasable product-type-simple\">\n\n\t<figure class=\"woocom-project\">\n\t<div class=\"woo-buttons-on-img\">\n\n\t\t<a href=\"https:\/\/www.dolibiz.com\/en\/modules-dolibarr\/parametrages-avances\/\" class=\"alignnone layzr-bg\"><img loading=\"lazy\" decoding=\"async\" width=\"200\" height=\"200\" src=\"data:image\/svg+xml;charset=utf-8,%3Csvg xmlns%3D&#039;http%3A%2F%2Fwww.w3.org%2F2000%2Fsvg&#039; viewBox%3D&#039;0 0 200 200&#039;%2F%3E\" class=\"attachment-woocommerce_thumbnail size-woocommerce_thumbnail lazy-load preload-me\" alt=\"vignette Parametrages-avances.png\" data-src=\"https:\/\/www.dolibiz.com\/wp-content\/uploads\/Parametrages-avances-200x200.png\" data-srcset=\"https:\/\/www.dolibiz.com\/wp-content\/uploads\/Parametrages-avances-200x200.png 200w, https:\/\/www.dolibiz.com\/wp-content\/uploads\/Parametrages-avances-100x100.png 100w, https:\/\/www.dolibiz.com\/wp-content\/uploads\/Parametrages-avances-300x300.png 300w, https:\/\/www.dolibiz.com\/wp-content\/uploads\/Parametrages-avances-150x150.png 150w, https:\/\/www.dolibiz.com\/wp-content\/uploads\/Parametrages-avances-768x768.png 768w, https:\/\/www.dolibiz.com\/wp-content\/uploads\/Parametrages-avances.png 800w\" \/><\/a>\n\t<\/div>\n\t<figcaption class=\"woocom-list-content\">\n\n\t\t<div class=\"woocommerce-product-details__short-description\">\n\t<p>Vous acc\u00e9dez \u00e0 tous les param\u00e8tres cach\u00e9s (+ de 200) de Dolibarr au m\u00eame endroit. Vous pourrez les activer\/d\u00e9sactiver et les param\u00e9trer en un clic.<\/p>\n<p>D\u00e9sactiver la notion de prospects de votre Dolibarr ou encore passer automatiquement vos tiers en \u00ab\u00a0particulier\u00a0\u00bb, param\u00e9trer les pdf, \u2026 tout cela devient un vrai jeu d\u2019enfants avec ce module\u00a0!<\/p>\n<\/div>\n\n\t<\/figcaption>\n<\/figure>\n\n<\/article>\n\n\n\n<article class=\"post visible description-off product type-product post-57904 status-publish instock product_cat-commercial product_cat-module-dolibarr has-post-thumbnail downloadable virtual taxable purchasable product-type-simple\">\n\n\t<figure class=\"woocom-project\">\n\t<div class=\"woo-buttons-on-img\">\n\n\t\t<a href=\"https:\/\/www.dolibiz.com\/en\/modules-dolibarr\/a-proximite\/\" class=\"alignnone layzr-bg\"><img loading=\"lazy\" decoding=\"async\" width=\"200\" height=\"200\" src=\"data:image\/svg+xml;charset=utf-8,%3Csvg xmlns%3D&#039;http%3A%2F%2Fwww.w3.org%2F2000%2Fsvg&#039; viewBox%3D&#039;0 0 200 200&#039;%2F%3E\" class=\"attachment-woocommerce_thumbnail size-woocommerce_thumbnail lazy-load preload-me\" alt=\"vignette A-Proximite.png\" data-src=\"https:\/\/www.dolibiz.com\/wp-content\/uploads\/A-Proximite-200x200.png\" data-srcset=\"https:\/\/www.dolibiz.com\/wp-content\/uploads\/A-Proximite-200x200.png 200w, https:\/\/www.dolibiz.com\/wp-content\/uploads\/A-Proximite-100x100.png 100w, https:\/\/www.dolibiz.com\/wp-content\/uploads\/A-Proximite-300x300.png 300w, https:\/\/www.dolibiz.com\/wp-content\/uploads\/A-Proximite-150x150.png 150w, https:\/\/www.dolibiz.com\/wp-content\/uploads\/A-Proximite-768x768.png 768w, https:\/\/www.dolibiz.com\/wp-content\/uploads\/A-Proximite.png 800w\" \/><\/a>\n\t<\/div>\n\t<figcaption class=\"woocom-list-content\">\n\n\t\t<div class=\"woocommerce-product-details__short-description\">\n\t<p>Rep\u00e9rez en un coup d\u2019\u0153il les clients\/prospects et fournisseurs qui sont dans le m\u00eame secteur g\u00e9ographique qu\u2019un tiers. Organisez vos d\u00e9placements et gagnez du temps et de l\u2019argent\u00a0!<\/p>\n<\/div>\n\n\t<\/figcaption>\n<\/figure>\n\n<\/article>\n\n<\/div><\/div><div class=\"vc_empty_space\"   style=\"height: 35px\"><span class=\"vc_empty_space_inner\"><\/span><\/div><\/div><\/div><\/div><\/div>\n<\/section>","protected":false},"excerpt":{"rendered":"<p>Le module \u00ab\u00a0Suivi des contacts\/\u00e9changes V3\u00a0\u00bb est con\u00e7u pour optimiser la gestion des interactions entre votre entreprise et vos tiers (prospects, clients, fournisseurs, etc.). Ce module permet d&rsquo;assurer un suivi pr\u00e9cis des contacts et \u00e9changes li\u00e9s \u00e0 vos activit\u00e9s commerciales, qu&rsquo;il s&rsquo;agisse de prospection, de gestion client, de suivi des impay\u00e9s ou encore de service&hellip;<\/p>","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"class_list":["post-60800","page","type-page","status-publish","hentry","description-off"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.7 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Documentation module \u00abSuivi des contacts\/\u00e9changes V3\u00bb - Dolibiz - L&#039;expert Dolibarr - Module Dolibarr - Formation<\/title>\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.dolibiz.com\/en\/documentation-module-suivi-des-contacts-echanges-v3\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Documentation module \u00abSuivi des contacts\/\u00e9changes V3\u00bb - Dolibiz - L&#039;expert Dolibarr - Module Dolibarr - Formation\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.dolibiz.com\/en\/documentation-module-suivi-des-contacts-echanges-v3\/\" \/>\n<meta property=\"og:site_name\" content=\"Dolibiz - L&#039;expert Dolibarr - Module Dolibarr - Formation\" \/>\n<meta property=\"article:modified_time\" content=\"2025-03-05T09:17:02+00:00\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"13 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.dolibiz.com\/documentation-module-suivi-des-contacts-echanges-v3\/\",\"url\":\"https:\/\/www.dolibiz.com\/documentation-module-suivi-des-contacts-echanges-v3\/\",\"name\":\"Documentation module \u00abSuivi des contacts\/\u00e9changes V3\u00bb - Dolibiz - 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