Release Note vtenext 23.08

• New Customer Portal

  It's possible to configure the customer portal with customized profiles for each client, creating personalized homepages with buttons and functions tailored to each portal user. Additionally, you can publish any module present in vtenext, including custom ones. The new Customer Portal is responsive.

User Portal Profile Details

Button configuration details for portal homepage

Interface details for new customer portal

• Two-Factor Authentication for Users:
  From user preferences, it is possible to decide how to access vtenext by enabling two-factor authentication either through the Wilson app or via email.

User Preferences for Two-Factor Authentication Activation

Details for Two-Factor Authentication PIN Entry

• Integration with Zapier:
  From the vtenext settings, it is possible to add a synchronization with Zapier to the Synchronizations section. All the configuration will be done on Zapier first, and then transition to vtenext to create a process that allows Zapier to interact with the CRM.

Configuration Screen Details for Zapier

• New Lead Conversion:
  An updated and more functional version of lead conversion has been introduced. Now, everything is based on an editable process, and it will be possible to independently manage the fields to be completed during the conversion.

New button for lead conversion.

Furthermore, during the conversion, it will be possible to choose whether to link the data to an existing record.

• Customizing CRM Logos and Backgrounds:

Setting a logo for the Login page

Setting the logo for the internal left sidebar in vtenext

Setting a logo for the login page of the new customer portal

Setting a logo for the internal left sidebar of the new customer portal

Setting the background image for the login page of vtenext

• Assistance Request: This new feature, available in every user preferences, allows the creation of temporary credentials to be provided to vtenext Customer Support when necessary (e.g., during the investigation of a reported issue via a ticket, someone from support requests access credentials for vtenext).
• Leave a Conversation: The ability to click on the "ABANDON" button to exit a conversation one no longer wishes to follow.
• New Calendar Features: The ability to choose whether to duplicate or simply move an Event by dragging it. Practical shortcuts have also been added through button combination presses.
• Mark as Spam: In the Messages module, the option to add emails to spam more quickly has been added.
• External Dynamic Forms (BPMN): With this feature, it is possible to send external requests to vtenext and collect data, consents, or other information through dynamic forms created with the process engine.

 

WILSON APP

• Push Notifications:
  For the Wilson App, push notifications have been introduced. It will be possible to activate them from the web and receive alerts whenever an email, a conversation, or any type of notification arrives. All of this can be configured through the settings available on the App.

• Biometric Fingerprint Access:
  It is possible to add biometric authentication for accessing the App through fingerprint recognition.