17 vtenext customization: advanced settings


17 vtenext customization: advanced settings

Customisation features are very important because they guarantee the use of vtenext for a wide ra...


17.1 Process Manager

The Process Manager is the tool that makes it possible to manage processes within a company, inte...


17.2 Workflow

The Workflow tool allows for the management of collaborative workgroups according to configurable...


17.3 Status Manager

This tool makes it possible to implement flow logics in the management of information through the...


17.4 Conditionals

Conditionals allow you to define special permissions to access one or more fields of the same mod...


17.5 Wizard Creator

The "Wizard Creator" function allows the administrator to create guided procedures (called wizard...


17.6 Modules Creator

This tool allows for the autonomous creation of entire modules integrated perfectly within the st...


17.6.1 Create new module

STEP 1: Module informationThe explanation of the individual entries can be found next to the fie...


17.6.2 Other functions on modules

Unistall, import, export Uninstall the module: it will no longer be usable and the rec...


17.6.3 Import new language pack

The module manager allows you to import a new language package. The procedure below sets out the ...


17.7 Layout editor

Add Fields   Move Fields      Visualize Field Move Blocks The layout editor allows you to...


17.7.1 BUTTON field in vtenext

The button field, present in SETTINGS > MODULE MANAGER > MODULE NAME > LAYOUT EDITOR, al...


17.7.2 Custom fields mapping for Leads conversion

For the Leads module only, you can map the custom fields for the transfer of content to the Accou...


17.7.3 Modules Manager and Layout Editor

The Modules Manager allows for the activation and deactivation of all modules within the CRM, b...


17.8 Standard Picklist Editor

It allows you to modify the content of Picklists, adding or modifying the values present, and ass...


17.9 Multilingual Picklist Editor

It is necessary to configure multi-language drop-down menus when you have users accessing vtenext...


17.10 Linked picklist editor

Configuring Linked Picklist fields means establishing a dependency between the values of two drop...


17.11 Encrypted Field Editor

The encrypted field editor allows you to protect the content of a field by means of an access pas...


17.12 Menu Settings

This allows you to choose the main modules, and the order of items, of your CRM, which you will...


17.13 List view colours

Allows for the application of custom colours of views by list based on the value assumed by a pic...


17.14 Field Formulas

Field Formulas are custom fields that handle simple calculations and generate the result directly...


17.15 Mail Converter

The Mail Converter is a tool that allows you to read one or more mailboxes and, when a condition ...


17.16 Data Import

This tool makes it possible to import data in vte (if the installation is on-site) from an extern...


17.17 Klondike A.I. connector

From vtenext 20.04 in settings is available the new additional plug in Klondike AI. It allows to ...


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