[et_pb_section fb_built=”1″ disabled_on=”off|off|off” _builder_version=”4.19.4″ _module_preset=”default” background_color=”#50514f” width=”100%” max_width=”100%” height=”240px” height_tablet=”auto” height_phone=”auto” height_last_edited=”on|tablet” global_colors_info=”{}”][et_pb_row _builder_version=”4.18.0″ _module_preset=”default” max_width=”100%” custom_margin=”||||false|false” custom_padding=”||||false|false” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.18.0″ _module_preset=”default” global_colors_info=”{}”][et_pb_search placeholder=”Keywords…” _builder_version=”4.18.0″ _module_preset=”default” form_field_background_color=”#FFFFFF” button_font=”|600|||||||” width=”70%” width_tablet=”70%” width_phone=”90%” width_last_edited=”on|phone” module_alignment=”center” border_radii=”on|2px|2px|2px|2px” border_width_all=”0px” global_colors_info=”{}” button_color__hover_enabled=”on|hover” button_color__hover=”#bbbbbb” button_text_color__hover_enabled=”off|desktop” button_text_color__hover=”#ffffff”][\/et_pb_search][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=”1_4,3_4″ use_custom_gutter=”on” gutter_width=”1″ make_equal=”on” disabled_on=”on|on|off” module_id=”float” _builder_version=”4.19.4″ _module_preset=”default” background_color=”#50514f” width=”400px” custom_margin=”|-305px|||false|false” custom_margin_tablet=”|10%||10%|false|false” custom_margin_phone=”|10%||10%|false|false” custom_margin_last_edited=”on|desktop” custom_padding=”0px||0px||false|false” border_radii=”off|10px|||10px” locked=”off” global_colors_info=”{}” custom_margin__hover_enabled=”on|hover” custom_margin__hover=”|0px|||false|false” custom_css_before__hover_enabled=”off|desktop” custom_css_main_element__hover_enabled=”off|desktop” custom_css_main_element__hover=”position: fixed;”][et_pb_column type=”1_4″ module_class=”flex” _builder_version=”4.18.0″ _module_preset=”default” global_colors_info=”{}”][et_pb_text disabled_on=”on|on|off” _builder_version=”4.18.0″ _module_preset=”default” text_font=”|600||on|||||” text_text_color=”#FFFFFF” text_font_size=”16px” text_letter_spacing=”1px” text_orientation=”center” global_colors_info=”{}”]<\/p>\n
menu<\/p>\n
[\/et_pb_text][\/et_pb_column][et_pb_column type=”3_4″ _builder_version=”4.18.0″ _module_preset=”default” global_colors_info=”{}”][et_pb_accordion _builder_version=”4.21.0″ _module_preset=”default” custom_margin=”||||false|false” custom_padding=”0px||0px||false|false” global_colors_info=”{}”][et_pb_accordion_item open=”on” _builder_version=”4.21.0″ _module_preset=”default” global_colors_info=”{}”]<\/p>\n
[\/et_pb_accordion_item][\/et_pb_accordion][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ custom_padding_last_edited=”on|phone” disabled_on=”off|off|off” _builder_version=”4.18.0″ _module_preset=”default” width=”68%” width_tablet=”76%” width_phone=”100%” width_last_edited=”on|phone” module_alignment=”center” custom_margin=”-40px||||false|false” custom_margin_tablet=”-40px||||false|false” custom_margin_phone=”0px||||false|false” custom_margin_last_edited=”on|phone” custom_padding=”60px||60px||true|false” custom_padding_tablet=”50px||0px||false|false” custom_padding_phone=”30px||30px||true|false” border_radii=”on|2px|2px|2px|2px” global_colors_info=”{}”][et_pb_row _builder_version=”4.18.0″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.18.0″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.21.0″ _module_preset=”default” header_font=”Raleway||||||||” global_colors_info=”{}”]<\/p>\n
[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row disabled_on=”off|off|on” _builder_version=”4.18.0″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.18.0″ _module_preset=”default” global_colors_info=”{}”][et_pb_text disabled_on=”off|off|off” _builder_version=”4.21.0″ _module_preset=”default” text_font_size=”19px” header_2_font=”Raleway|600|||||||” header_2_text_color=”#888888″ global_colors_info=”{}”]<\/p>\n
2. Assign a function to a contact<\/a><\/ul>\n [\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row module_id=”intro” _builder_version=”4.21.0″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.18.0″ _module_preset=”default” global_colors_info=”{}”][et_pb_text content_tablet=”<\/p>\n Within the software, you can define functions (financial manager, secretary, accountant, etc.), which can then be assigned to your contacts.<\/p>\n This guide explains how to create functions in the software.<\/p>\n ” content_phone=”<\/p>\n Within the software, you can define functions (financial manager, secretary, accountant, etc.), which can then be assigned to your contacts.<\/p>\n This guide explains how to create functions in the software.<\/p>\n ” content_last_edited=”off|desktop” _builder_version=”4.21.0″ _module_preset=”default” header_2_font=”|600|||||||” header_2_font_size=”20px” global_colors_info=”{}”]<\/p>\n Within the software, you can define functions (financial manager, secretary, accountant, etc.) which can then be assigned to your contacts.<\/p>\n This guide explains how to create functions in the software and how to assign the function to a contact.<\/p>\n [\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row disabled_on=”off|off|off” module_id=”menu” _builder_version=”4.21.0″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.19.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.21.0″ _module_preset=”default” header_2_font_size=”24px” header_3_font_size=”24px” global_colors_info=”{}”]<\/p>\n [\/et_pb_text][et_pb_text content_tablet=”<\/p>\n Within the software, you can define functions (financial manager, secretary, accountant, etc.), which can then be assigned to your contacts.<\/p>\n This guide explains how to create functions in the software.<\/p>\n ” content_phone=”<\/p>\n Within the software, you can define functions (financial manager, secretary, accountant, etc.), which can then be assigned to your contacts.<\/p>\n This guide explains how to create functions in the software.<\/p>\n ” content_last_edited=”off|desktop” _builder_version=”4.21.0″ _module_preset=”default” header_2_font=”|600|||||||” header_2_font_size=”20px” global_colors_info=”{}”]<\/p>\n Go to “Administration”, then “General settings” and click on the “Functions” link.<\/p>\n [\/et_pb_text][et_pb_image src=”https:\/\/erp-crm-suisse.com\/wp-content\/uploads\/2023\/08\/menu-parametre-fonction.png” show_in_lightbox=”on” align=”center” disabled_on=”off|off|off” _builder_version=”4.21.0″ _module_preset=”default” hover_enabled=”0″ border_width_all=”1px” border_color_all=”#242424″ locked=”off” global_colors_info=”{}” sticky_enabled=”0″][\/et_pb_image][\/et_pb_column][\/et_pb_row][et_pb_row module_id=”langue” _builder_version=”4.21.0″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.21.0″ _module_preset=”default” global_colors_info=”{}”][et_pb_text module_id=”#CreerUnPaiement” _builder_version=”4.21.0″ _module_preset=”default” global_colors_info=”{}”]<\/p>\n [\/et_pb_text][et_pb_image src=”https:\/\/erp-crm-suisse.com\/wp-content\/uploads\/2023\/06\/fonction-ajouter.png” show_in_lightbox=”on” align=”center” disabled_on=”off|off|off” _builder_version=”4.21.0″ _module_preset=”default” border_width_all=”1px” border_color_all=”#242424″ locked=”off” global_colors_info=”{}”][\/et_pb_image][et_pb_text content_tablet=”<\/p>\n Below you'll find explanations for each numbered red frame in this image.<\/p>\n 1. Assign a code to the function (e.g. %2201%22). The choice of coding depends on your company's internal organization;<\/p>\n 2. Add the function label ;<\/p>\n 3. Click on %22Add%22.<\/p>\n ” content_phone=”<\/p>\n Below you'll find explanations for each numbered red frame in this image.<\/p>\n 1.<\/strong> Assign a code to the function (e.g. %2201%22). The choice of coding depends on your company's internal organization;<\/p>\n 2.<\/strong> Add the function label ;<\/p>\n 3. Click on %22Add%22.<\/strong><\/p>\n ” content_last_edited=”on|phone” _builder_version=”4.21.0″ _module_preset=”default” global_colors_info=”{}”]<\/p>\n Below you’ll find explanations for each numbered red frame in this image.<\/p>\n 1. Assign a code to the function (e.g. “01”). The choice of coding depends on your company’s internal organization;<\/p>\n 2. Add the function label ;<\/p>\n 3. Click on “Add”.<\/p>\n [\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row module_id=”traduction” _builder_version=”4.21.0″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.21.0″ _module_preset=”default” global_colors_info=”{}”][et_pb_text module_id=”#CreerUnPaiement” _builder_version=”4.21.0″ _module_preset=”default” global_colors_info=”{}”]<\/p>\n [\/et_pb_text][et_pb_image src=”https:\/\/erp-crm-suisse.com\/wp-content\/uploads\/2023\/06\/fonction-langue-ajouter.png” show_in_lightbox=”on” align=”center” disabled_on=”off|off|off” _builder_version=”4.21.0″ _module_preset=”default” border_width_all=”1px” border_color_all=”#242424″ locked=”off” global_colors_info=”{}”][\/et_pb_image][et_pb_text content_tablet=”<\/p>\n If required, you can translate a function into other languages. To do this :<\/p>\n 1. Click on %22Add another language%22 below the function you wish to translate;<\/p>\n 2. Select language ;<\/p>\n 3. Add the wording in the corresponding language;<\/p>\n 4. Click on %22Save%22.<\/p>\n You can repeat this operation for several languages.” content_phone=”<\/p>\n If required, you can translate a function into other languages. To do this :<\/p>\n 1.<\/strong> Click on %22Add another language%22 below the function you wish to translate;<\/p>\n 2.<\/strong> Select language ;<\/p>\n 3.<\/strong> Add the wording in the corresponding language;<\/p>\n 4.<\/strong> Click on %22Save%22.<\/p>\n You can repeat this operation for several languages.” content_last_edited=”on|phone” _builder_version=”4.21.0″ _module_preset=”default” global_colors_info=”{}”]<\/p>\n If required, you can translate a function into other languages. To do this :<\/p>\n 1. Click on “Add another language” below the function you wish to translate;<\/p>\n 2. Select language ;<\/p>\n 3. Add the wording in the corresponding language;<\/p>\n 4. Click on “Save”.<\/p>\n You can repeat this operation for several languages.[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row disabled_on=”off|off|off” module_id=”attribuer” _builder_version=”4.21.0″ _module_preset=”default” custom_padding=”27px|||||” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.18.0″ _module_preset=”default” global_colors_info=”{}”][et_pb_text module_id=”#CreerUnPaiement” _builder_version=”4.21.0″ _module_preset=”default” header_2_font_size=”24px” header_3_font_size=”24px” global_colors_info=”{}”]<\/p>\n [\/et_pb_text][et_pb_text content_tablet=”<\/p>\n Within the software, you can define functions (financial manager, secretary, accountant, etc.), which can then be assigned to your contacts.<\/p>\n This guide explains how to create functions in the software.<\/p>\n ” content_phone=”<\/p>\n Within the software, you can define functions (financial manager, secretary, accountant, etc.), which can then be assigned to your contacts.<\/p>\n This guide explains how to create functions in the software.<\/p>\n ” content_last_edited=”off|desktop” _builder_version=”4.21.0″ _module_preset=”default” header_2_font=”|600|||||||” header_2_font_size=”20px” global_colors_info=”{}”]<\/p>\n You’ll find a list of predefined functions in contact records, whether for customers, prospects, employees, etc.<\/p>\n To assign a function to a contact, first open the contact’s file.<\/p>\n [\/et_pb_text][et_pb_image src=”https:\/\/erp-crm-suisse.com\/wp-content\/uploads\/2023\/06\/fonction-fiche-employe-v2.png” show_in_lightbox=”on” align=”center” disabled_on=”off|off|off” _builder_version=”4.21.0″ _module_preset=”default” border_width_all=”1px” border_color_all=”#242424″ global_colors_info=”{}”][\/et_pb_image][et_pb_text content_tablet=”<\/p>\n From here :<\/p>\n 1. Click on %22Modify%22;<\/p>\n 2. Under %22Information%22, select the function from the drop-down menu;<\/p>\n 3. Click on %22Save + Validate%22.<\/p>\n The function will now be associated with the contact.<\/p>\n ” content_phone=”<\/p>\n From here :<\/p>\n 1.<\/strong> Click on %22Modify%22;<\/p>\n 2.<\/strong> Under %22Information%22, select the function from the drop-down menu;<\/p>\n 3.<\/strong> Click on %22Save + Validate%22.<\/p>\n The function will now be associated with the contact.<\/p>\n ” content_last_edited=”on|phone” _builder_version=”4.21.0″ _module_preset=”default” global_colors_info=”{}”]<\/p>\n From here :<\/p>\n 1. Click on “Modify”;<\/p>\n 2. Under “Information”, select the function from the drop-down menu;<\/p>\n 3. Click on “Save + Validate”.<\/p>\n The function will now be associated with the contact.<\/p>\n [\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=”1_2,1_2″ make_equal=”on” disabled_on=”on|on|on” _builder_version=”4.18.0″ _module_preset=”default” width=”90%” max_width_tablet=”” max_width_phone=”100%” max_width_last_edited=”on|phone” custom_margin=”50px||||false|false” custom_margin_tablet=”50px||||false|false” custom_margin_phone=”||||false|false” custom_margin_last_edited=”on|desktop” custom_padding=”||||false|false” module_alignment_tablet=”center” module_alignment_phone=”center” module_alignment_last_edited=”on|tablet” disabled=”on” locked=”off” global_colors_info=”{}”][et_pb_column type=”1_2″ _builder_version=”4.18.0″ _module_preset=”default” border_radii=”on|2px|2px|2px|2px” border_color_all=”rgba(0,0,0,0.3)” global_colors_info=”{}”][et_pb_text disabled_on=”on|on|off” _builder_version=”4.18.0″ _module_preset=”default” text_font=”Raleway||||||||” custom_margin_last_edited=”off|phone” custom_padding=”30px|30px||30px|false|true” custom_padding_tablet=”30px|30px||30px|false|true” custom_padding_phone=”100px|30px||30px|false|true” custom_padding_last_edited=”on|phone” header_3_font_size_tablet=”” header_3_font_size_phone=”20px” header_3_font_size_last_edited=”on|phone” global_colors_info=”{}”]<\/p>\n [\/et_pb_text][et_pb_text content_tablet=”<\/p>\n ” content_phone=”<\/p>\n ” content_last_edited=”on|tablet” module_class=”arr-bullet-1″ _builder_version=”4.18.0″ _module_preset=”default” header_3_font=”Raleway||||||||” header_3_font_size=”20px” custom_padding=”|30px|30px|30px|false|true” custom_padding_tablet=”70px||||false|true” custom_padding_phone=”50px|30px|30px|30px|false|true” custom_padding_last_edited=”on|phone” global_colors_info=”{}”]<\/p>\n [\/et_pb_text][\/et_pb_column][et_pb_column type=”1_2″ _builder_version=”4.18.0″ _module_preset=”default” border_radii=”on|2px|2px|2px|2px” border_color_all=”rgba(0,0,0,0.3)” global_colors_info=”{}”][et_pb_text disabled_on=”on|on|off” _builder_version=”4.18.0″ _module_preset=”default” text_font=”Raleway||||||||” custom_padding=”30px|30px||30px|false|true” global_colors_info=”{}”]<\/p>\n [\/et_pb_text][et_pb_text content_tablet=”<\/p>\n ” content_phone=”<\/p>\n ” content_last_edited=”on|phone” module_class=”arr-bullet-1″ _builder_version=”4.18.0″ _module_preset=”default” header_3_font=”Raleway||||||||” header_3_font_size=”20px” custom_padding=”|30px|30px|30px|false|true” global_colors_info=”{}”]<\/p>\n [\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row disabled_on=”on|on|on” _builder_version=”4.18.0″ _module_preset=”default” width=”30%” width_tablet=”60%” width_phone=”90%” width_last_edited=”on|phone” max_width_tablet=”100%” max_width_phone=”100%” max_width_last_edited=”on|phone” module_alignment_tablet=”center” module_alignment_phone=”center” module_alignment_last_edited=”on|phone” disabled=”on” saved_tabs=”all” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.18.0″ _module_preset=”default” border_radii=”on|2px|2px|2px|2px” border_color_all=”rgba(0,0,0,0.3)” global_colors_info=”{}”][et_pb_text disabled_on=”on|on|off” _builder_version=”4.18.0″ _module_preset=”default” text_font=”Raleway||||||||” custom_padding=”30px|30px||30px|false|true” global_colors_info=”{}”]<\/p>\n [\/et_pb_text][et_pb_text content_tablet=”<\/p>\n ” content_phone=”<\/p>\n ” content_last_edited=”on|phone” module_class=”arr-bullet-1″ _builder_version=”4.18.0″ _module_preset=”default” custom_padding=”|30px|30px|30px|false|true” custom_padding_tablet=”60px||||false|true” custom_padding_phone=”60px|30px|30px|30px|false|true” custom_padding_last_edited=”on|phone” global_colors_info=”{}”]<\/p>\n [\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row disabled_on=”on|on|on” _builder_version=”4.18.0″ _module_preset=”default” width=”30%” width_tablet=”60%” width_phone=”90%” width_last_edited=”on|phone” max_width_tablet=”100%” max_width_phone=”100%” max_width_last_edited=”on|phone” module_alignment_tablet=”center” module_alignment_phone=”center” module_alignment_last_edited=”on|phone” disabled=”on” saved_tabs=”all” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.18.0″ _module_preset=”default” border_radii=”on|2px|2px|2px|2px” border_color_all=”rgba(0,0,0,0.3)” global_colors_info=”{}”][et_pb_text disabled_on=”on|on|off” _builder_version=”4.18.0″ _module_preset=”default” text_font=”Raleway||||||||” custom_padding=”30px|30px||30px|false|true” global_colors_info=”{}”]<\/p>\n [\/et_pb_text][et_pb_text content_tablet=”<\/p>\n ” content_phone=”<\/p>\n ” content_last_edited=”on|phone” module_class=”arr-bullet-1″ _builder_version=”4.18.0″ _module_preset=”default” custom_padding=”|30px|30px|30px|false|true” custom_padding_tablet=”60px||||false|true” custom_padding_phone=”60px|30px|30px|30px|false|true” custom_padding_last_edited=”on|phone” global_colors_info=”{}”]<\/p>\n [\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ disabled_on=”on|off|off” _builder_version=”4.18.0″ _module_preset=”default” background_color=”RGBA(255,255,255,0)” height=”50px” custom_padding=”||0px|||” global_colors_info=”{}”][\/et_pb_section]<\/p>\n","protected":false},"excerpt":{"rendered":" menu1. Add a function 1.1 Main language 2. Translation 1.2. Assigning a function to a contactCreate and assign a company function (contact)Table of contents 1. Add a function 1.1. Main language 1.2. Translation 2. Assign a function to a contactWithin the software, you can define functions (financial manager, secretary, accountant, etc.) which can then be […]<\/p>\n","protected":false},"author":2,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_et_pb_use_builder":"on","_et_pb_old_content":"","_et_gb_content_width":"","footnotes":""},"class_list":["post-71668","page","type-page","status-publish","hentry"],"yoast_head":"\n1. Add a function<\/h2>\n
1.1. Main language<\/h3>\n
1.2. Translation<\/h3>\n
2. Assign a function to a contact<\/h2>\n
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