12 Projects and Job Orders management
Project management in vtenext is organised over four modules:
Book Navigation
- User Manual vtenext 20.04
-
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
12 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
- 6.2 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
7 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
23 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
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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