SONOFET CRM

What's New in Version 3.7.0 Price quotes - Description 2 is shown next to description 1 in the item list, on quote lines, in the detail view and in the PDF. - The comma is accepted for quantity and unit price, Arabic keyboards included. - Quotes use the client's currency (MAD, EUR…) with PMI's exchange rate; the dirham equivalent is calculated automatically, and the PDF and amount in words follow the currency. - New right to change a quote's representative and currency (administrators by default). - Client external references: price and reference are applied automatically, as in PMI, and can be managed from the client or prospect record. They are kept when a prospect becomes a client. - Item stock (physical and available) is shown while entering quote and order lines, with an orange marker for zero or insufficient stock, never blocking entry. Customer orders - Create and edit orders directly in the app, to manufacture or from stock. Invoiced, delivered or in-production orders are protected. - Orders show their own currency, 3-decimal unit prices, description 2 and the amount in words in the right currency. - Orders created without a quote can be deleted with a dedicated right. Orders from a quote go through a change or deletion request, validated with a before/after comparison and applied automatically once approved. The order is frozen while a request is pending. Validation processes - Full history: every process run on a document is kept and searchable, with its diagram as configured at the time. - Validate and Refuse buttons are now at the bottom of the document, so validators review everything first. - Validators can open documents from their inbox, even without access to the module. - A record blocked again in PMI after an unblock creates a new validation request. - Validations are recorded under the signed-in user, and only administrators manage processes. Rights and visibility - New rights for customer orders (create, edit, delete, print, global changes, change/deletion requests) and quote printing, with info buttons for administrators. - PMI mode: users linked to a representative only see their own quotes and orders. This now also applies in Modules, which are read-only. Lists and search - Redesigned Modules lists: quick search, collapsible filters with active-filter tags, 20 results per page. - Smart multi-word search across the relevant fields (items now also by description 2). - Date filter on quotes and orders, with quick ranges or custom dates. - Redesigned records showing status, linked documents, contacts, terms, lines with delivery progress, VAT and totals, plus a stock gauge for items. Light/dark mode, French, English and Arabic. CRM - Event third-party search by code, name or short name, ignoring case and accents. - Dates always shown as DD/MM/YYYY. - Event rights managed per user; users without access see a clear screen instead of the calendar. - Opportunities get an Events tab, and events can be linked to an opportunity, visible on both sides as in PMI. - "Coming soon" removed from CRM buttons; dark mode readability fixed. - "Visit report" renamed "Event report"; the PDF is always in French. Statistics - Item units (KG, PCS, L…) shown in stock statistics and exports. - Fixed "Category", "Family/Clients" and "Client/Families" sales statistics. - "Visit Reports" renamed "Event Reports". Fixes - Line references stored where PMI expects them, reassigned representative no longer reset on edit, error messages in front, more translations, process editor fix, stronger security. Stay productive with E-Validation!