2 First steps: how to browse vtenext


2 First steps: how to browse vtenext

This section consists in a brief introduction to vtenext for those who are accessing the system f...


2.1 System login

To login to vtenext enter your user credentials in the system login page and click on the Login b...


2.2 Home

When the user logs in to the CRM the user-specific home page can be displayed (this setting can b...


2.3 Navigation methods: menus

The dark blue navigation bar provides access to all vtenext active modules. Depending on the th...


2.3.1 Global Search

The global search function, located in the first place on the right-hand toolbar, allows interrog...


2.3.2 Fixed Icons

Processes: clicking on this icon gives access to the detailed view of all processes implemen...


2.3.3 Contextual Icons

Used to create a new entity with respect to the module in which you are currently positioned. ...


2.4 Search in module

To find a term in a specific module, access the icon. The search result is temporary, in that it...


2.5 Modules structure

The application is structured according to relations between the various modules, based on the pr...


2.5.1 Record structure (detail view)

1. Relations with other modules: positioned on the right of the screen, this function summarise...


2.5.2 Quick look relations

In the list view and in the detail view, the CRM allows you to preview several summary items of a...


2.6 Filters

The filters facilitate CRM search activities. Setting up a filter means creating a search system ...


2.6.1 How to create a Filter

The following section explains how to create a customised filter starting from a list of accounts...


2.7 Users preferences

To access user settings click on the icon of your personal avatar and then click on PREFERENCES...


2.8 Access privileges

The access privileges associated with the user and used to access vtenext are defined by the admi...


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