Centre Dʼaide | Knowledge Base

Recent Articles
New - September 2024
Here is the news article that explains the current projects, corrected and improved. In Session: - Exportation of root products to Lautopak - 2-3 weeks wait time for Lautopak. We will contact you when the problem is resolved. - Actions points ...
Voicemail with Traction
Don't have a receptionist? Want to have a voicemail and manage it in Traction, now it's possible! You must contact the Traction team to configure your voicemail :) For those who have PBX access, we can assist you. The same principle as a call note ...
New Release - November 28
Improvement of the Search section - Search for a client - Search for an opportunity - Search for a work order (Lautopak only) - Search for an inventory or a customer product Search history - Last customer search - Contact the client with the icon - ...
New Release - September 27
New search module Access the tasks calendar from the Tasks tab Two new ''Excluded'' statuses New icons for SMS and Email Delivered column in the sales module Pop-up ''Did you meet the customer'' when you sold a vehicle with no visit history today ...
New Release - February 22
Add an attachment to a task New interface for tasks Send an attachment found in the tab: Attachment Print a PDF of a service / exchange / product opportunity (you must provide us with your PDF) Enter your procedure in a Workflow column (everyone has ...

Popular Articles
Email/text preferences
Are you tired of always rewriting the same message and always copying and pasting from your Word file? You can create your own predefined messages. You have to fill in the email and SMS boxes in order to make your message accessible. Each message ...
Write down a communication
The star rating system was used for calls, we decided to bring this evaluation on all outgoing communications. Only the person with the role of sales manager/director will be able to assign or modify the stars. In the customer's file, you have the ...
Chat System
You wish to contact the Traction team? Using the chat system, you can contact us at any time. If the agent is not available, another agent will be able to answer you. 1. User's Guide -> Support 2. Choose the person you want to write to Alex : ...
Appointment
You have 2 choices of appointments in the task types Appointment (in person) Phone Appointment By choosing your appointment type, you have the possibility to add a time. Interface: Types of task Interface: Manage Taks Closing the task When you press ...
New - September 2024
Here is the news article that explains the current projects, corrected and improved. In Session: - Exportation of root products to Lautopak - 2-3 weeks wait time for Lautopak. We will contact you when the problem is resolved. - Actions points ...

Knowledge Base