Book Navigation
- User Manual vtenext 20.04
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1 Introduction
9 Pages
- Introduction
- 1.1 Examples of vtenext application areas
- 1.2 Flows managed by vtenext
- 1.3 Notes on the manual (Disclaimer)
- 1.4 vtenext Business 18.02 Release Note
- 1.5 vtenext Business 18.05 Release Note
- 1.6 vtenext Business 18.12 Release Note
- 1.7 vtenext Business 19.10 Release Note
- 1.8 vtenext Business 20.04 Release Note
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2 First steps: how to browse vtenext
15 Pages
- 2 First steps: how to browse vtenext
- 2.1 System login
- 2.2 Home
- 2.3 Navigation methods: menus
- 2.3.1 Global Search
- 2.3.2 Fixed Icons
- 2.3.3 Contextual Icons
- 2.4 Search in module
- 2.5 Modules structure
- 2.5.1 Record structure (detail view)
- 2.5.2 Quick look relations
- 2.6 Filters
- 2.6.1 How to create a Filter
- 2.7 Users preferences
- 2.8 Access privileges
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3 Customers records and basic data management
14 Pages
- 3 Customers records and basic data management
- 3.1 Leads
- 3.1.1 Lead creation
- 3.1.2 Lead conversion
- 3.2 Accounts
- 3.3 Contacts
- 3.4 Vendors
- 3.5 How to import and export records
- 3.5.1 Imports
- 3.5.2 How to format the csv file
- 3.5.3 Export
- 3.5.4 Checking duplicates in a module
- 3.5.5 Save Mapping
- 3.6 Mass Edit
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4 Calendar and Activities
6 Pages
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5 Personal communication tools
18 Pages
- 5 Personal communication tools
- 5.1 Outbound mail configuration (SMTP)
- 5.2 Messages Module
- 5.2.1 IMAP configuration and folders
- 5.2.2 Writing and reading emails
- 5.2.3 Email Functions
- 5.2.4 Emails Sharing
- 5.2.5 .ics support for calendar
- 5.2.6 Other Settings
- 5.2.7 Mass email
- 5.3 Email Templates
- 5.4 Conversation module
- 5.5 Notification Module
- 5.5.1 vtenext version update notification
- 5.6 Documents
- 5.6.1 Documents revision and sharing
- 5.6.2 Create new document from related list
- 5.7 Notes
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6 Marketing Communication Tools
14 Pages
- 6 Marketing Communication Tools
- 6.1 Newsletter Campaigns
- 6.1.1 Step 1: Campaign
- 6.1.2 Step 2: Target
- 6.1.3 Step 3: Newsletter
- 6.1.4 Special variables in the newsletter template
- 6.1.5 “Create Newsletter” wizard
- 6.1.6 New Newsletter editor
- 6.1.7 Newsletter Template Creation
- 6.2 Email Sending Statistics and more
- 6.2.1 Manual unsubscriptions management
- 6.2.2 Requirements and settings for use of the Newsletter module
- 6.3 SMS Module
- 6.4 FAX Module
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7 Modulo GDPR
4 Pages
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8 Inventory: products, services and price books
8 Pages
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9 Sales: from the potentials to the invoice
8 Pages
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10 After-sales: trouble tickets and activity tracking
10 Pages
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11 Passive cycle: vendors and purchase orders
3 Pages
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12 Projects and orders management
6 Pages
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13 Reports and charts
3 Pages
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14 PDF Maker
11 Pages
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15 Other Functions
3 Pages
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16 Hierarchical roles and user profiling
14 Pages
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17 vtenext customization: advanced settings
24 Pages
- 17 vtenext customization: advanced settings
- 17.1 Process Manager
- 17.2 Workflow
- 17.3 Status Manager
- 17.4 Conditionals
- 17.5 Wizard Creator
- 17.6 Modules Creator
- 17.6.1 Create new module
- 17.6.2 Other functions on modules
- 17.6.3 Import new language pack
- 17.7 Layout editor
- 17.7.1 BUTTON field in vtenext
- 17.7.2 Custom fields mapping for Leads conversion
- 17.7.3 Modules Manager and Layout Editor
- 17.8 Standard Picklist Editor
- 17.9 Multilingual Picklist Editor
- 17.10 Linked picklist editor
- 17.11 Encrypted Field Editor
- 17.12 Menu Settings
- 17.13 List view colours
- 17.14 Field Formulas
- 17.15 Mail Converter
- 17.16 Data Import
- 17.17 Klondike A.I. connector
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18 Other vtenext Settings
14 Pages
- 18 Other vtenext Settings
- 18.1 Template email
- 18.2 Webforms
- 18.2.1 Webform with GDPR fields
- 18.3 Customer Portal
- 18.3.1 Enabling the customer portal for a user
- 18.3.2 Customer Portal Interface
- 18.3.3 GDPR module settings
- 18.4 Account Details
- 18.5 Server SoftPhone Settings
- 18.6 LDAP
- 18.7 Currencies
- 18.8 Tax Calculation
- 18.9 Proxy Server
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19 Customise module numbering
1 Page
- 20 System logs
- 21 CRONJOB – Processes to Plan
- 20 System logs
- 21 CRONJOB
14 PDF Maker
14 PDF Maker
The PDF Maker module allows you to create PDF or RTF documents that are generated with the ration...
14.1 Create a PDF template
To create a new template for the PDF Maker module, click on the ADD TEMPLATE key or button on the...
14.1.1 Insert images
Press the Image button in the editor: URL insert the URL of the image (if already pr...
14.1.2 Insert tables
To create a table in the PDF Maker, simply use the appropriate function in the editor, which is h...
14.2 Products block within templates
For the Quotes, Sales Orders, Purchase Orders and Invoices modules, you can insert the product bl...
14.3 Barcodes
It is possible to insert barcodes inside the template through the "Other information" Tab: It ...
14.5 Export to PDF/RTF format
To generate a PDF or RTF, access the main module registry (e.g.: Quotes) and click the Other butt...
14.6 Products Images
In the product block models, you can also add thumbnails related to the images uploaded in the pr...
14.7 Custom Functions
It is possible to define custom functions for data processing within the PDF Maker. To add a cust...
14.8 File name
In the PDF Maker Settings tab, you can define the name of the output PDF file. This option allows...
14.9 Export/Import Template
You can import or export the templates of the PDF Maker module in XML format using the appropriat...