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
16 Hierarchical roles and user profiling
16 Hierarchical roles and user profiling
You can access the Check User Login section using the Settings item, present in the menu of the...
16.1 Profiles
The profile defines the privileges of a user in regard to access to, and use of, vtenext modules ...
16.1.1 Create new profile
STEP 1: Once on Settings > Profiles, press New Profile: STEP 2: in the configuration wind...
16.2 Roles
Roles underpin the entire security system, each of which is based on a profile. The administrator...
16.3 Users
From Settings > Users you can create and manage users, which are displayed in a list on the ma...
16.4 Groups
Groups are effective tools for bringing together users who belong to the same team. They are used...
16.5 Sharing Access
vtenext allows you to set the access privileges of the Roles, defining whether the content of the...
16.5.1 Global Access Rules
The first thing to define is the Sharing Access rule for each of the modules. With what degree of...
16.5.2 Custom Rules
At the bottom of the Sharing Access panel, you can create exceptions to the permissions that you ...
16.6 Access Field
The available function is used to control the visibility of the fields in the various modules on ...
16.7 Advanced Sharing Access
This allows you to extend data access permissions for a user on a specific module, based on rules...
16.8 Audit Trails
The Audit Trails function allows the system administrator to know what a user has done in vtenext...
16.9 User Login History
As a vtenext administrator, you can monitor access to the system and view the history of each use...
16.10 Check User Login
Again, as an administrator user, you can view failed login attempts for each user and if they hav...