# Storico Release Note # 1.4 vtenext Business 18.02 Release Note **USER PREFERENCES** **New language packs** Four new language packs can be selected from the user preferences: French, Russian, Polish and Spanish. **New NEXT design theme available** - In addition to the SOFTED theme, the NEXT theme can be selected from user preferences. The graphic layout has been totally revamped with a more modern design in line with the latest trends. - The module bar is located on the left and can be minimized as an icon. The last icon at the bottom includes all modules and areas. - The function bar (conversations, notifications, quick creation, etc.) on the right includes a link to the process module and search function. **Process Module** Displays a list of all processes in vtenext. **Search function** The same Search key is used for global as well as specific search functions, according to the module being used. For example: from the Trouble Ticket section the user can search a term in that specific section, in the entire CRM system, or only among the tickets available. **BPMN** Advanced functions for drawing up BPMN processes / scheduling campaigns with BPMN - With vtenext, BPMN processes can be created with a higher level of module interaction with N to N relationships (previously 1 to N) and excluding the initial condition (for further details please refer to the BPMN User Manual). - Conditional fields can be used for process tasks, and the Newsletter module can be used to automatically generate marketing campaigns that send automatic emails based on criteria defined by the user. - The process layout features different colours according to the tasks selected (NB. the colour is determined automatically by the system). **Processes can be rewound and repeated** For each entity involved in the active process, it is possible to return to a previous step by selecting it from those available (for further details please refer to the BPMN User Manual). **REPORTS** New reporting options (newsletters and clusters) The REPORTS module now includes: - A NEWSLETTER module for report creation, with the possibility of adding standard and advanced filters. Statistics and Clicked Links can be displayed from the report columns. - Clusters for further segmenting results in a summary tab and the graphs, using different colours. The graph results will include the clusters; all the other results will be grouped together in a gray bar. - When creating a new report, the admin user can program the automated sending of report results in a Pdf or Excel fi le by email, and select the recipients amongst the users. **SETUP** **New reporting options (newsletters and clusters)** REST client web service settable from vtenext REST web services connect vtenext to any other compatible, external platform. SDKs can be set for external database updating without any obligation to use them. URL addresses can be retrieved through the parameters. **Version check and import/export functions for modifications to MODULES, PROCESSES, PRO- FILES, ROLES.** All new settings for modules, processes, roles and profiles can be saved, generating a new version (e.g. v.1.0). Versions can be exported or imported during setup operations to improve security. **PHP 7 support** vtenext is not compatible with PHP 7 support **Table fields** In Module Manager> Layout Editor, a new TABLE type field can be added. It consists of a number of fields through which data can be entered on the same line, thus optimizing the way information is displayed. By default it comes in the form of a single line, with field headings. To add other lines, click on ADD LINE. Individual lines can be either duplicated or deleted. **TARGET** **Automatic target synchronization** With this new function it is no longer necessary to update a target in order to manage a newsletter. The target will be updated automatically in two different ways (as selected by the user): - **Incremental updating:** names are added to the target according to the initial filter without ta- king into account filter variations reguarding records exclusions; - **Complete updating:** the target is updated according to the filter value. **MESSAGES** **Multiple SMTPs can be associated to a single email account** In the Messages module, a different SMTP can be configured for the outgoing mail of each account. **MOBILE APP** **Activities tracking functions using the mobile App** The mobile App tracks activities in order to automatically create calendar events and/or tickets. The ‘START’ function is available by selecting the three points on the right. ‘PAUSE’ and ‘END’ can be selected from the same menu. **ADDITIONAL OUTLOOK PLUGIN** **New entities can be created and connected in the Outlook plug-in** By updating the Outlook plug-in the user can: - Synchronize Contacts, Events and Tasks both ways with vtenext; - Connect each email to individual contacts; - Create new contacts and connect their email address (for example in order to create leads/ tickets/etc. and connect the email address directly to the new contact). # 1.5 vtenext Business 18.05 Release Note The update to version 18.05 provides for the addition of the section relating to the functionality for correct management of the GDPR directive. All the features and innovations introduced are described in chapter n.7 and n. 18.3.3 of this manual. ![](https://usermanual.vtenext.com/uploads/images/gallery/2019-04-Apr/scaled-840-0/image-1555342456395.png) # 1.6 vtenext Business 18.12 Release Note **NEW INTEGRABILITY** vtenext becomes more and more a platform able to bidirectionally communicate and connect with the other solutions adopted. This is a relevant feature to allow the spread of the CRM logic and processes in all the areas of the organization. **New standard REST API** to ease the integration with other systems, implementation without temporary token and important improvements of the log in procedure, all this together with further developments (meta-done solution), make vtenext a complete solution able to communicate with all the solution used within the organization. ![](https://usermanual.vtenext.com/uploads/images/gallery/2019-04-Apr/scaled-840-0/image-1555342548413.png) - modules versioning, roles, profiles and conditionals fields; - New **“note” widget**, with more intuitive design and functionalities; - Drag and Drop upload function of single and multiple files with automatic file compression; - **Quick Look Relations**, with a preview pop up containing all the relational fields; - CDN feature thanks to which all images and eventual static contents can be distributed through CDN or be on a different server; - **CDN** feature thanks to which all images and eventual static contents can be distributed through CDN or be on a different server; - the **Customer Portal**, simplified developments, SDK functions use and the possibility to read conditional fields; - **Dynamic Forms**, with import blocks and form fields in dynamic forms; - **GDPR**, with support to the Business Units; - vtenext 18.12 offers better performances thanks to the PHP 7.2 support. # 1.7 vtenext Business 19.10 Release Note **Automatic updates from the interface** This makes it easier to keep the system constantly updated so new functions can be released more frequently, with milestones for any technical constraints (e.g.: PHP Version) **Addition of BPMN engine** **1.** Deadlines Management: dynamic periods can be set up in the process timers, such as: 3 months prior to contract expiry date, etc. **2.** Send Notifications: the centralised notification system can be enabled from the process for single notifications or by cycling through a table field **3.** Transfer Relations: related entities can be transferred (1:N) or copied (N:N) from one record to another **4.** Cycle Related Entity Tables: makes it possible to cycle a table field present in records connected to the record currently being processed **5.** Date functions: - International date formats - Current date (formatted) - Difference between dates **6.** PDFMaker: possibility of selecting entities and records to which to link the PDF and especially the template in the language to be used for creation of the process PDF **7.** Dynamic form attachments: you can upload a file from a popup menu/dynamic form; the file is related to the process parent record **8.** Reading of extended web service client attributes: in the case of multiple JSON results from WSCLI, all first level attributes of the returned object can be used **9.** Improvements in usability and compatibility of the GUI process editor **10.** Filterable and sortable processes list **11.** Right side interactive indicator: as shown in the image on the right (Fig. 1), pending processes that require action from the user will be notified (web, mobile); clicking on the icon will make it possible to view the complete list of pending processes. ![](https://usermanual.vtenext.com/uploads/images/gallery/2020-04-Apr/scaled-840-0/image-1588086108320.png)Figure 1 Human readable process activities log: shows the process execution steps in explanatory list format, as an alternative to the classic BPMN view mode, see Fig.2. ![](https://usermanual.vtenext.com/uploads/images/gallery/2020-04-Apr/scaled-840-0/image-1588086159793.png)Figure 2 **Customer Portal Extension SDK** 1\. Wizard for creation and editview 2\. Addition of custom modules 3\. Automatic calendar slot reservation **Desktop Notifications** On arrival of a new messages and conversations notification a **system notification** is displayed and can be clicked to open a detail tab for **quick viewing**.
![](https://usermanual.vtenext.com/uploads/images/gallery/2020-04-Apr/scaled-840-0/image-1588087024323.png) ![](https://usermanual.vtenext.com/uploads/images/gallery/2020-04-Apr/scaled-840-0/image-1588087047745.png)
**New display mode: Dark Mode**
![](https://usermanual.vtenext.com/uploads/images/gallery/2020-04-Apr/scaled-840-0/image-1588087415283.png) ![](https://usermanual.vtenext.com/uploads/images/gallery/2020-04-Apr/scaled-840-0/image-1588087430643.png)
Introduction of **dark mode** for the web version and mobile version not only gives the vtenext theme a modern look that is graphically consistent with the latest operating systems, this new function makes it possible to remove non-optimised legacy code between presentation layout/application. **Mobile App** **1.** **Dark mode** **2.** Highlights **pending processes** with an on-top keypad **3.** ‘a-A’ messages zoom with introduction of easy access view mode **4.** Minor improvements and bug fixing **VTEsync for Information Platform** One of the most significant functions introduced with version 19.10 is the native synchronisation with Salesforce®. This characteristic allows bi-directional communication of the following modules via OAuth2: **1.** Accounts **2.** Installations **3.** Campaigns **4.** Leads **5.** Potentials **6.** Products **7.** Trouble Tickets **Performance Optimisations** 1\. Native MySQL master-slave support (reports, list counts, global searches, miscellaneous relations count, data export) 2\. Reduced footprint single cache-> global APC/Memcache **System requirements** 1\. HTTP2 support 2\. PHP-FastCGI support 3\. Minimum PHP version >= 7.0 **Artificial Intelligence (AI)** Native integration with **Klondike**: On-Cloud as a service with pre-trained models, On-Premise for design/contractual requirements. **Miscellaneous** Approximately one hundred new functions and improvements have been introduced. In fact, these are the result of 10 months of continuous bug fixing. A changelog is provided so the changes can be viewed in detail. # 1.8 vtenext Business 20.04 Release Note **BPMN engine improvements** **1.** Process History in detailview. In addition to the tab “Process graph” the user can find the additional tab “Process History” were can read in detail the execution of the process and it is possible to view which user performed a certain action and when. **2.** Function relate email in ProcessMaker. It is possible to decide the entity to which relate the email sent by the process in more ways: • Default -> The email will be related to the main entity of the process • Other -> The user choses the entity **3.** Added related fields in dynamic forms (uitype10). It is now possible to use all the data of the fields related in dynamic form. Therefore, if we add a related field in a dynamic form it is now possible to go back to all the information related to that specific entity, delating all the escalation limitation at N levels. **4.** Log debug conditions. We added the possibility to activate the log debug with the aim to facilitate the dubug of eventual issues noticed when running the process. **5.** Email send (Notifications, Processes, Email from Tickets) via new tail. The Email sending process follows now the standard procedure by following the sending tail. By doing so the execution time of the process is reduced because it doesn’t have to wait the sending. **6.** ProcessMaker: added related entities in actions Delete, Relate, RelateStatic. **7.** Added relations in the Document module --- **Process’ Product block actions** **1.** Copy line: it is possible to copy the product block from an inventory module to another, avoiding to use the SDK to report the product block from one entity to another. **2.** Cycle product block rows and for each one row: create entities/enter rows/delate rows/send emails/sending notifications. It is furthermore possible to cycle the information of a product block in a table field and vice versa. **3.** Add line from static/dynamic data directly in the products block. The function is similar to the one performed in a table field. **Message module** **1.** Scheduled email sending: it is possible to postpone the sending of an email deciding the new time and date. ![ehHCompose.png](https://usermanual.vtenext.com/uploads/images/gallery/2020-05-May/scaled-840-0/ehHCompose.png) **2.** Creation of contacts in the CRM for unknown email addresses: when responding to an email that contains an unknown address vtenext automatically creates a new contact **3.** Messages Out of office reply **4.** imap parameters and PEC option in mail converter: from mail converter it is possible to define a PEC email address and in the way the ticket will be created with the original mail, that is to say the one contained in the .eml attached file **5.** Unified folds for different email addresses ![Folders_Messages_VTENEXT_20_04.png](https://usermanual.vtenext.com/uploads/images/gallery/2020-05-May/scaled-840-0/Folders_Messages_VTENEXT_20_04.png) --- **General / CORE / Performance** **1.** RabbitMQ support. To manage tails and obtaining immediate response when saving the record **2.** Global cache for vte\_field and workflow. We added caches for some frequently used tables like vte\_field and the workflows on, to avoid repeated readings of the same data **3.** OWASP top 10 compliant. We added the anti-CSRF according to the OWASP standard **4.** Variants of SKU products. Using the new module configurable Products it is possible to define a new generic product with variables attributes es. T-shirt with Size attribute (XS/S/M/L/XL) or Colour (Red, Green, Yellow) Every variant of the product is univocally defined by a SKU code (stock keeping unit) **5.** Next theme softening ![](https://usermanual.vtenext.com/uploads/images/gallery/2020-05-May/scaled-840-0/image-1589461155771.png) ![](https://usermanual.vtenext.com/uploads/images/gallery/2020-05-May/scaled-840-0/image-1589461172514.png) ![](https://usermanual.vtenext.com/uploads/images/gallery/2020-05-May/scaled-840-0/image-1589461179570.png) **6.** Editor drag and drop newletter/email templates ![](https://usermanual.vtenext.com/uploads/images/gallery/2020-05-May/scaled-840-0/image-1589461225019.png) ![](https://usermanual.vtenext.com/uploads/images/gallery/2020-05-May/scaled-840-0/image-1589461235014.png) **7.** Activation of non-contextual licenses **8.** Ubuntu 20.04 LTS support (php 7.4/mysql8) --- **Sync connector** Standard connectors available for the following systems: - Hubspot®: Modules: 'Users', 'Accounts', 'Contacts', 'Potentials','HelpDesk', 'Targets','Targets\_Contacts' (to have contacts related to the target). Direction: all bidirectional, except for her users that is monodirectional from hubspot to vtenext - Jira®: Modules: 'Users', 'ProjectPlan', 'ProjectTask', 'HelpDesk', 'TicketComments' Direction: all bidirectional, except for her users that is monodirectional from Jira to vtenext - SuiteCRM®: Modules: 'Users', 'Leads', 'Accounts', 'Contacts', 'Potentials', 'Campaigns', 'HelpDesk', 'Products' Direction: all bidirectional, except for her users that is monodirectional from SuiteCRM to vtenext All synchronization are in Beta version, therefore some fields and values may not be supported. --- **Klondike connector** Plugin available in settings to connect vtenext with the Machine Learning engine Klondike: • Process discovery agents: analyses and identifies which are the commonly used processes in vtenext. Once discovered can be imported in the Process Manager to be further developed • Classification manager: uses AI to guess the value of a field. Example: when creating a ticket the Category is guesses by analysing title and description. [![TeAKlondike_VTENEXT_20_04.png](https://usermanual.vtenext.com/uploads/images/gallery/2020-06-Jun/scaled-840-0/TeAKlondike_VTENEXT_20_04.png)](https://usermanual.vtenext.com/uploads/images/gallery/2020-06-Jun/TeAKlondike_VTENEXT_20_04.png) *Klondike from Settings* *[![Klondike---Settings.png](https://usermanual.vtenext.com/uploads/images/gallery/2020-06-Jun/scaled-840-0/Klondike---Settings.png)](https://usermanual.vtenext.com/uploads/images/gallery/2020-06-Jun/Klondike---Settings.png) Classifier* [![Klondike---Settings-2.png](https://usermanual.vtenext.com/uploads/images/gallery/2020-06-Jun/scaled-840-0/Klondike---Settings-2.png)](https://usermanual.vtenext.com/uploads/images/gallery/2020-06-Jun/Klondike---Settings-2.png) *Process discovery Agent* [![Klondike---Settings-3.png](https://usermanual.vtenext.com/uploads/images/gallery/2020-06-Jun/scaled-840-0/Klondike---Settings-3.png)](https://usermanual.vtenext.com/uploads/images/gallery/2020-06-Jun/Klondike---Settings-3.png) *Process discovery* [![](https://usermanual.vtenext.com/uploads/images/gallery/2020-05-May/scaled-840-0/image-1589461614949.png)](https://usermanual.vtenext.com/uploads/images/gallery/2020-05-May/scaled-840-0/image-1589461614949.png) *Process list* --- **Projects Module** A new module, Job Orders, has been created to contain all Project Tasks. ![Project_20_04.png](https://usermanual.vtenext.com/uploads/images/gallery/2020-05-May/scaled-840-0/Project_20_04.png) **Job Orders mask** ![](https://usermanual.vtenext.com/uploads/images/gallery/2020-05-May/scaled-840-0/image-1589461744137.png) **Project mask** ![](https://usermanual.vtenext.com/uploads/images/gallery/2020-05-May/scaled-840-0/image-1589461807954.png) **Project Gantt** ![](https://usermanual.vtenext.com/uploads/images/gallery/2020-05-May/scaled-840-0/image-1589461835358.png) **Operations in detail** ![](https://usermanual.vtenext.com/uploads/images/gallery/2020-05-May/scaled-840-0/image-1589461860536.png) **Calendar for the resources involved** A resource view has been added to the calendar to help manage the team's weekly activities [![Z3Ycalendario_risorse.jpg](https://usermanual.vtenext.com/uploads/images/gallery/2020-05-May/scaled-840-0/Z3Ycalendario_risorse.jpg)](https://usermanual.vtenext.com/uploads/images/gallery/2020-05-May/Z3Ycalendario_risorse.jpg) **Final events tracking** ![](https://usermanual.vtenext.com/uploads/images/gallery/2020-05-May/scaled-840-0/image-1589462177855.png) In project task is now available the new fields block “Budget Information” to deliver Project, Pack or Consumptive services, the worked hours will be scaled using the activity tracking system. **Order report example** ![](https://usermanual.vtenext.com/uploads/images/gallery/2020-05-May/scaled-840-0/image-1589462217759.png) **Example of project execution process** ![](https://usermanual.vtenext.com/uploads/images/gallery/2020-05-May/scaled-840-0/image-1589462246336.png) # 1.9 vtenext Business 21.01 Release Note **General improvements** **1.** European national holidays support on Calendars. [![User-calendar-VTENEXT-21-01.png](https://usermanual.vtenext.com/uploads/images/gallery/2021-01-Jan/scaled-840-0/User-calendar-VTENEXT-21-01.png)](https://usermanual.vtenext.com/uploads/images/gallery/2021-01-Jan/User-calendar-VTENEXT-21-01.png) **2.** Improved centralized audit trial and activities export. [![Settings-VTENEXT-21-01.png](https://usermanual.vtenext.com/uploads/images/gallery/2021-01-Jan/scaled-840-0/Settings-VTENEXT-21-01.png)](https://usermanual.vtenext.com/uploads/images/gallery/2021-01-Jan/Settings-VTENEXT-21-01.png) *Audit Trails view, located in settings* **3.** Centralized email Signature with possibility to differentiate it according to the Business Unit. [![usersignmail.jpg](https://usermanual.vtenext.com/uploads/images/gallery/2021-01-Jan/scaled-840-0/usersignmail.jpg)](https://usermanual.vtenext.com/uploads/images/gallery/2021-01-Jan/usersignmail.jpg) **4.** New “Bookme” feature in email signature. The user can define the available time slots in its calendar, adding a book me event type, the external users will so be able to book an appointment. The Book me box in the email module allows the user to enable/disable the feature. *[![booke_user.png](https://usermanual.vtenext.com/uploads/images/gallery/2021-01-Jan/scaled-840-0/booke_user.png)](https://usermanual.vtenext.com/uploads/images/gallery/2021-01-Jan/booke_user.png) * *User settings view* *[![book_email.png](https://usermanual.vtenext.com/uploads/images/gallery/2021-01-Jan/scaled-840-0/book_email.png)](https://usermanual.vtenext.com/uploads/images/gallery/2021-01-Jan/book_email.png) * *Email composer view* **5.** Temporary document saving uploaded on the database if the filesystem is not available or in read only mode (good for NAS/web storage style) **6.** Office365 OAuth2 for Imap mail **7.** AutoDetect of external HTML links for calendar events: largely used by online meeting platform invitations (eg. Zoom, GoToMeeting, etc.). This new feature allows the possibility to report the meeting link directly in the calendar event **8.** Activities ran in background: activities that used to take a lot of time, like the telemarketing records’ creation, are now ran in background in order to avoid the time out **9.** The data import now supports the product variants, introduced in vtenext previous release. In this way the product import, from ERPs or other platforms, is facilitated. **10.** Bug fixing. --- **Processes** **1.** The product variants are now available in the Process Maker **2.** It is possible to cycle the records related to another record like as if it was a table field **3.** It is possible to start a process when a record, N a N related to another record, is related (e.g. a process can start when a Contact is related to an Account) **4.** The Emails sent from the process are now automatically related to the record **5.** All the documents linked to a record can be sent via Email automatically by the Process **6.** Emails are transferred from a record to another, via process, in a simplified manner **7.** The Process Helper allows the display of documents linked to the parent record **8.** From this release on it is not possible to create Workflows. The module will still be available in read only mode. --- **Synchronization** **1.** In the new release are now available new types of integrations with external platforms. Already existing integrations: - - Hubspot - Salesforce - SuiteCRM - Jira - vtiger **2.** Additional integrated modules: - - Accounts - Products - Currency - Sales orders - Taxation **3.** The synchronization also involves the following new ecommerce: - - Magento - PrestaShop - Shopify - WooCommerce --- **Elastic Search** With the 21.01 release the new feature Elastic Search is introduced to all vtenext modules. It allows to display the search results in a faster manner. # 1.10 vtenext 21.10 release notes # Innovations introduced in the new vtenext version 21.10 **Eye-catching look and greater perfomance, more available space for your work!** [![sqHHome---VTENEXT-2.png](https://usermanual.vtenext.com/uploads/images/gallery/2021-11-Nov/scaled-840-0/sqHHome---VTENEXT-2.png)](https://usermanual.vtenext.com/uploads/images/gallery/2021-11-Nov/sqHHome---VTENEXT-2.png) *New design for the homepage, new menu with a tree strucuture (on the left part of the screen). Has been introduced new notifications bar at the top right corner of the screen.* [![Accounts---VTENE.png](https://usermanual.vtenext.com/uploads/images/gallery/2021-11-Nov/scaled-840-0/Accounts---VTENE.png)](https://usermanual.vtenext.com/uploads/images/gallery/2021-11-Nov/Accounts---VTENE.png) *Data details: have been added shortcuts (on the right) on the top of the relation block* [![Calendar.png](https://usermanual.vtenext.com/uploads/images/gallery/2021-11-Nov/scaled-840-0/Calendar.png)](https://usermanual.vtenext.com/uploads/images/gallery/2021-11-Nov/Calendar.png) *New features also for the Calendar, please note the new user list on the right* --- **New module Talks.** The Talks module received an important improvement. The new features added with the new version are the following: - Possibility to answer directlly to certain comments (this function is available in most of the chats) - Possibility to attach file in the conversation (available also in Mobile APP) - Possibility to name a conversation and start a room or group. - Possibility to pin a conversation, the pinned conversation will be saved in the important conversation - Possibility to filter rapidly the conversations where is involve your own user. - Possibility to pin all the conversations, to stimulate an answer from the users [![5_4-Conversation-module_1.png](https://usermanual.vtenext.com/uploads/images/gallery/2021-10-Oct/scaled-840-0/5_4-Conversation-module_1.png)](https://usermanual.vtenext.com/uploads/images/gallery/2021-10-Oct/5_4-Conversation-module_1.png) *New Interface of the module Talks* [![5_4-Conversation-module_5.png](https://usermanual.vtenext.com/uploads/images/gallery/2021-10-Oct/scaled-840-0/5_4-Conversation-module_5.png)](https://usermanual.vtenext.com/uploads/images/gallery/2021-10-Oct/5_4-Conversation-module_5.png) *Possibility to send files within a conversation (available also in Mobile APP)* [![5_4-Conversation-module_4.png](https://usermanual.vtenext.com/uploads/images/gallery/2021-10-Oct/scaled-840-0/5_4-Conversation-module_4.png)](https://usermanual.vtenext.com/uploads/images/gallery/2021-10-Oct/5_4-Conversation-module_4.png) *[![Ping_conversazione_VTENEXT-21-09.png](https://usermanual.vtenext.com/uploads/images/gallery/2021-10-Oct/scaled-840-0/Ping_conversazione_VTENEXT-21-09.png)](https://usermanual.vtenext.com/uploads/images/gallery/2021-10-Oct/Ping_conversazione_VTENEXT-21-09.png)* *Possibility to ping a conversation to stimulate an answer from the users involved.* *[![emoji.png](https://usermanual.vtenext.com/uploads/images/gallery/2021-11-Nov/scaled-840-0/emoji.png)](https://usermanual.vtenext.com/uploads/images/gallery/2021-11-Nov/emoji.png)* *Added emoji set* --- **Better view on ticket comments** Comments view in the ticket module has been changed to allow an easier use with a right disposition of the "back and forth" on the left part for the comments written by the customer and in the right part of screen for the comments written by the user. Lastly has been added the comment's number already present in the customer portal. [![Ticket---Softwar.png](https://usermanual.vtenext.com/uploads/images/gallery/2021-11-Nov/scaled-840-0/Ticket---Softwar.png)](https://usermanual.vtenext.com/uploads/images/gallery/2021-11-Nov/Ticket---Softwar.png) *Comment disposition in the Tickets module* **Document and sub-folder** Has been implemented the possibility to create a sub-folder in the module Document, in this way users can store files like in pc. Accessing in a folder of the module Document it will be possible to create both a file and a folder. In the module head is avaialable the full path of the file currently viewed. [![Documents---VTEN-(1).png](https://usermanual.vtenext.com/uploads/images/gallery/2021-11-Nov/scaled-840-0/Documents---VTEN-(1).png)](https://usermanual.vtenext.com/uploads/images/gallery/2021-11-Nov/Documents---VTEN-(1).png) *List of folders present in the module Documents* [![Documents---VTEN-(2).png](https://usermanual.vtenext.com/uploads/images/gallery/2021-11-Nov/scaled-840-0/Documents---VTEN-(2).png)](https://usermanual.vtenext.com/uploads/images/gallery/2021-11-Nov/Documents---VTEN-(2).png) *Clicking on a folder (in the examples has been choosen the Default folder) we note that inside there is a sub-folder* [![Documents---VTEN-(3).png](https://usermanual.vtenext.com/uploads/images/gallery/2021-11-Nov/scaled-840-0/Documents---VTEN-(3).png)](https://usermanual.vtenext.com/uploads/images/gallery/2021-11-Nov/Documents---VTEN-(3).png) *Lastly, inside the sub-folder there can be others files as well as others sub-folders with a possible infinite structure of folders and sub-folders. Note file path present in the head of the module* --- **New search engine** The new search engine allows to search in all modules of the crm. Has been improved also the accessibility of the information resulting from the applied research. [![vtesearch.png](https://usermanual.vtenext.com/uploads/images/gallery/2021-11-Nov/scaled-840-0/vtesearch.png)](https://usermanual.vtenext.com/uploads/images/gallery/2021-11-Nov/vtesearch.png) *New search interface, is possible to get information from the Talks* --- **Improved settings**Possibility to modify relation columns present in detail records of all modules. (Example: if we are located in a record of the module Accounts we can change columns present in contacts, Potentials, Quotations, Sales order, etc.); 1. Possibility to change columns of the products block, present in the module Quotations, Sales orders, Purchase order and Invoice. This configuration allows to extend and decrease the number of columns with the possibility to add custom fields (Example: unit of measurement, count per package, checkbox, description fields or text fields, currency fields or number fields etc.). In addition with each created fields is possible to manage formula for its valorization going beyoind the classic and of course still present PxQ (Price multiplied quantity); 2. The new color scheme applied to view list, allows to color each list based on values, as we already now, moreover is possible to select the style through which color the rows, in details: we can color all the row, we can color a small part on the left, or just a fine line in the bottom of the record. Lastly is possible to adjust the color intensity, thanks to a slider that manage the percentage value; 3. Has been introduced the possibility to reorganize the fields of each module, accessing to Settings > Module Settings, with a simple drag & drop. In the same manner is possible to move a field inside the block or between different blocks of the same module; 4. Has been implemented the possibility to configure autonomously, interface side, an exclusive SMTP reserved for sending newsletter. In addition, is possible to set a specific address for bounce back email. [![Settings---relation_management.png](https://usermanual.vtenext.com/uploads/images/gallery/2021-11-Nov/scaled-840-0/Settings---relation_management.png)](https://usermanual.vtenext.com/uploads/images/gallery/2021-11-Nov/Settings---relation_management.png) *1. From the module settings, is possible to change the number of columns present in the related modules.* [![Settings---product_details.png](https://usermanual.vtenext.com/uploads/images/gallery/2021-11-Nov/scaled-840-0/Settings---product_details.png)](https://usermanual.vtenext.com/uploads/images/gallery/2021-11-Nov/Settings---product_details.png) *2. From Module settings > Quotations, Sales Order, Purchase Order and Invoice , is possible to change the number of columns present in the products block, being able to configure the contents as well as the width of the columns. Finally is possible to use personalized formula to valorise the content.* [![Settings---VTENE.png](https://usermanual.vtenext.com/uploads/images/gallery/2021-11-Nov/scaled-840-0/Settings---VTENE.png)](https://usermanual.vtenext.com/uploads/images/gallery/2021-11-Nov/Settings---VTENE.png) *3. New settings for the view list* [![module_settings_dragdrop.png](https://usermanual.vtenext.com/uploads/images/gallery/2021-11-Nov/scaled-840-0/module_settings_dragdrop.png)](https://usermanual.vtenext.com/uploads/images/gallery/2021-11-Nov/module_settings_dragdrop.png) *4. Possibility to reorganize fields within a module with drag and drop, from module settings* *[![Settings---smtp_newsletter.png](https://usermanual.vtenext.com/uploads/images/gallery/2021-11-Nov/scaled-840-0/Settings---smtp_newsletter.png)](https://usermanual.vtenext.com/uploads/images/gallery/2021-11-Nov/Settings---smtp_newsletter.png)* *5. Possibility to set up apart a SMTP service to send Newsletter. In addition is possible to set an email address for the bounced back email.* --- **My files folder deletion (Homepage)** The folder My files present in the Homepage (activable from the user preferences until the previous version of vtenext) has been eliminated. Due to the upgrade of the vtenext version all including files have been moved to Documents, in a folder called My private Files. # 1.11 vtenext Business 21.10.1 Release Note **Here updates made with the new version:** - add Mexico timezones - add support to check european tax numbers - solar/working days in processes date operation - added support for PDFMaker custom functions to email template fields - possibility to upload images for uitype 209 - button to sort picklist values - attach the file when sending email from documents - infrastructure to support fast csv report export - vteprop flag to disable all outbound communications - script to quickly change color of vte - clickable location in calendar # 1.12 vtenext Business 22.05 Release Note **Here the updates made:** - Support for the new app Wilson for vtenext - vte prop for default tax type in inventory modules - Global support for oauth2 clients - OAuth2 IMAP support for Office365 in all subsystems - Alerts about Google OAuth2 - timezone support for bookme - new logic for the "Automatic" selection of bookme events - connector for ZenDesk - modlights (table fields) enabled in reports # 1.13 vtenext Business 22.05.1 Release Note - **Support for Office365 oauth2 in mailscanner:** permette di configurare una casella di posta Office365 con l'autenticazione in due fattori attiva, direttamente in IMPOSTAZIONI > MAIL CONVERTER [![image-1668182753873.png](https://usermanual.vtenext.com/uploads/images/gallery/2022-11/scaled-1680-/image-1668182753873.png)](https://usermanual.vtenext.com/uploads/images/gallery/2022-11/image-1668182753873.png) - **Additional modules for SalesForce vtesync:** in IMPOSTAZIONI > SINCRONIZZAZIONI alla voce SalesForce per configurare la sincronizzazione con questa piattaforma, sono disponibili ulteriori moduli da sincronizzare [![image-1668182892943.png](https://usermanual.vtenext.com/uploads/images/gallery/2022-11/scaled-1680-/image-1668182892943.png)](https://usermanual.vtenext.com/uploads/images/gallery/2022-11/image-1668182892943.png) - **Media field (uitype 209 modified):** nuovo tipo di campo disponibile nel layout editor. Permette il caricamento di immagini/video/audio e visualizza un anteprima nel dettaglio di un record. In fase di compilazione, posso indicare anche un url remoto [![image-1668183061177.png](https://usermanual.vtenext.com/uploads/images/gallery/2022-11/scaled-1680-/image-1668183061177.png)](https://usermanual.vtenext.com/uploads/images/gallery/2022-11/image-1668183061177.png) - **Log smtp errors:** nelle impostazioni, nella sezione dei log, è stato aggiunta la voce smtp e vengono visualizzati i log di errore nel caso ci siano problemi durante l'invio di una mail [![image-1668183176329.png](https://usermanual.vtenext.com/uploads/images/gallery/2022-11/scaled-1680-/image-1668183176329.png)](https://usermanual.vtenext.com/uploads/images/gallery/2022-11/image-1668183176329.png) - **Account choice in action email of ProcessMaker:** possibilità di scegliere con quale account smtp inviare le mail nei processi - **Support to uitype 226 rating:** nuovo tipo di campo per l'inserimento di valutazioni con le stelline. Al momento questo campo è nascosto dal layout editor, su richiesta e solo da codice (per ora), è possibile renderlo disponibile ed usabile - **Jitsi Meet plugin:** se si dispone di un server Jitsi, è possibile collegarlo a vtenext per generare i link di invito per le riunioni online tramite Jitsi. Al momento è attivabile solo da codice e su richiesta - **Accesskey validity:** l'access key presente nelle preferenze dell'utente, è diventato un campo con informazioni sensibili e per sbloccarlo è necessario inserire la password dell'utente interessato. Una volta sbloccato è possibile rigenerare la chiave tramite il pulsante "Rigenera" e, tramite la picklist "Validità access key", posso determinare il comportamento dell'access key stesso. "Statica" rimane sempre invariata, "Aggiorna automaticamente al cambio password" viene ricalcolata ad ogni cambio password, "Disabilitata" non permette alcun accesso via webservice. Quando viene ricalcolata l'access key, da Wilson l'utente deve eseguire il login nuovamente. - **Button to download all documents:** nelle related dei Documenti presenti in ogni modulo, è stato aggiunto il bottone SCARICA TUTTI I DOCUMENTI per poter scaricare tutto quello che c'è di allegato a quella anagrafica in un'unica volta [![image-1668183752682.png](https://usermanual.vtenext.com/uploads/images/gallery/2022-11/scaled-1680-/image-1668183752682.png)](https://usermanual.vtenext.com/uploads/images/gallery/2022-11/image-1668183752682.png) # 1.14 vtenext Business 23.08 Release Note - **Nuovo portale clienti** E' possibile configurare il portale clienti con dei profili personalizzati per cliente, creando homepage personalizzate con bottoni e funzioni calate su ogni utente portale. E' possibile inoltre pubblicare qualsiasi modulo presente in vtenext, compresi quelli custom. [![image-1692351587625.png](https://usermanual.vtenext.com/uploads/images/gallery/2023-08/scaled-1680-/image-1692351587625.png)](https://usermanual.vtenext.com/uploads/images/gallery/2023-08/image-1692351587625.png) *Dettaglio profilo utente portale* [![image-1692351682598.png](https://usermanual.vtenext.com/uploads/images/gallery/2023-08/scaled-1680-/image-1692351682598.png)](https://usermanual.vtenext.com/uploads/images/gallery/2023-08/image-1692351682598.png) *Dettaglio configurazione pulsanti homepage portale* [![image-1692351799762.png](https://usermanual.vtenext.com/uploads/images/gallery/2023-08/scaled-1680-/image-1692351799762.png)](https://usermanual.vtenext.com/uploads/images/gallery/2023-08/image-1692351799762.png) [![image-1692351825929.png](https://usermanual.vtenext.com/uploads/images/gallery/2023-08/scaled-1680-/image-1692351825929.png)](https://usermanual.vtenext.com/uploads/images/gallery/2023-08/image-1692351825929.png) *Dettaglio interfaccia nuovo portale clienti* - **Autenticazione a 2 Fattori per utenti:** dalle preferenze utente, è possibile decidere come accedere a vtenext, attivando l'autenticazione a due fattori via APP Wilson oppure via Email. [![image-1692351956258.png](https://usermanual.vtenext.com/uploads/images/gallery/2023-08/scaled-1680-/image-1692351956258.png)](https://usermanual.vtenext.com/uploads/images/gallery/2023-08/image-1692351956258.png) *Dettaglio preferenze utente per attivazione autenticazione a 2 Fattori [![image-1692352039676.png](https://usermanual.vtenext.com/uploads/images/gallery/2023-08/scaled-1680-/image-1692352039676.png)](https://usermanual.vtenext.com/uploads/images/gallery/2023-08/image-1692352039676.png) *Dettaglio inserimento PIN per autenticazione a 2 Fattori* - **Integrazione con Zapier:** dalle impostazioni di vtenext, è possibile aggiungere alle Sincronizzazioni, anche una sincronizzazione con Zapier. Tutta la configurazione verrà fatta su Zapier, per infine passare su vtenext e creare un processo che permetta di Zapier al crm. [![image-1692352130455.png](https://usermanual.vtenext.com/uploads/images/gallery/2023-08/scaled-1680-/image-1692352130455.png)](https://usermanual.vtenext.com/uploads/images/gallery/2023-08/image-1692352130455.png) *Dettaglio schermata di configurazione Zapier* - **Nuovo Converti Lead:** è stata introdotta una nuova versione, più aggiornata e funzionale, della conversione Lead. Ora è tutto basato su un processo modificabile e sarà possibile gestire, in totale autonomia, i campi da compilare durante la conversione. [![image-1692352315561.png](https://usermanual.vtenext.com/uploads/images/gallery/2023-08/scaled-1680-/image-1692352315561.png)](https://usermanual.vtenext.com/uploads/images/gallery/2023-08/image-1692352315561.png) *Nuovo pulsante per la conversione dei Lead* [![image-1692352372383.png](https://usermanual.vtenext.com/uploads/images/gallery/2023-08/scaled-1680-/image-1692352372383.png)](https://usermanual.vtenext.com/uploads/images/gallery/2023-08/image-1692352372383.png) *E' inoltre possibile, durante la conversione, scegliere se agganciare i dati ad una anagrafica esistente* - **Abbandonare una conversazione:** possibilità di cliccare sul pulsante ABBANDONA per lasciare una conversazione che non si ha più intenzione di seguire - **Nuove features Calendario:** possibilità, per trascinamento di un Evento, di scegliere se duplicarlo o semplicemente spostarlo. Sono state aggiunge anche delle pratiche scorciatoie, tramite la pressione di una combinazione di pulsanti - **Metti nello Spam:** nel modulo Messaggi, è stata aggiunta la possibilità di aggiungere le email allo spam in maniera più rapida **APP Wilson** - **Notifiche Push:** per l'App Wilson, sono state aggiunte le notifiche push, sarà possibile attivarle dal web ed essere avvisati ogni volta che arriva un'email, una conversazione, una notifica di qualsiasi tipo, tutto settabile dalle impostazioni presenti sull'App. [![image-1692352799890.png](https://usermanual.vtenext.com/uploads/images/gallery/2023-08/scaled-1680-/image-1692352799890.png)](https://usermanual.vtenext.com/uploads/images/gallery/2023-08/image-1692352799890.png) [![image-1692352832368.png](https://usermanual.vtenext.com/uploads/images/gallery/2023-08/scaled-1680-/image-1692352832368.png)](https://usermanual.vtenext.com/uploads/images/gallery/2023-08/image-1692352832368.png) - **Accesso con impronta biometrica:** è possibile aggiungere l'autenticazione biometrica per l'accesso all'App tramite impronta digitale. [![image-1692352889663.png](https://usermanual.vtenext.com/uploads/images/gallery/2023-08/scaled-1680-/image-1692352889663.png)](https://usermanual.vtenext.com/uploads/images/gallery/2023-08/image-1692352889663.png)