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
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...