Release Note vtenext 25.02

Cases Module

The Cases module is designed to manage reports, issues, and internal requests within the company, enabling a structured and traceable workflow. Here are the main features and functionalities of the Cases module, which specifically handles internal cases and subcases:

• Case Creation and Management
• Subcase Management
• Workflow and Automation
• Communication and Collaboration
• Reporting and Analysis
• Integration with Other CRM Modules

A well-structured Cases module improves operational efficiency, reduces request handling time, and increases transparency within the company.

How the Cases Module Appears and the Display of Subcases Already Available in the List View

Relations Navigator (Expandable List View)

As already seen in the Cases module, an additional function has been introduced in the filters: the expansion of list views. This feature allows related module views to be propagated within a filter. For example, in a Company record, you can directly see all linked Contacts from the filter. This function is available for all CRM filters.

In the filter settings, the Relations Navigator configuration is available

Field Coloring in List View

From SETTINGS > LIST VIEW COLORING, the Field Coloring option is available. This feature allows you to apply colors to specific fields in the list view, such as the status of a Ticket or a Case, improving visibility and usability.

Configuration View from Settings

Colored Field View in List

Progress Bar

A new field type, uitype 1024, has been introduced as a progress bar. This feature can only be enabled and configured via code. A pre-installed progress bar is available in the Cases module, which automatically calculates and updates the percentage of Closed Subcases.

Detailed View of the Progress Bar Field

Preinstalled Processes for Case Management

The update includes two new processes to automate the management of the Case module.

"Set Alert Date,Date" èis ilthe processoprocess chethat settaautomatically automaticamentesets la data dithe alert scadenza,expiration sedate lasciatato vuota5 alladays creazionefrom ditoday's undate Caso,(considering that the case is being created today) if left empty during the creation of a 5gg dalla data odierna (considerando che il caso lo sto creando oggi)Case.

Espiration"Expiration Management,Management" èis ilthe processoprocess chethat verificachecks lethe datedates, edand unone giornoday primabefore dellathe dataexpiration didate, scadenza,sets impostathe ilcase valorestatus dello stato del caso ato "inexpiring" scadenza" oppure aor "scaduto"expired."

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The mapping is not applied upon saving (as with formulas) but is simply pre-filled during creation. It is automatically applied in the "Copy products block" deiaction processi.of the processes.

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