10 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
• 1.9 vtenext Business 21.01 Release Note

16 Pages

• 2 First steps: how to browse vtenext
• 2.1 System login
• 2.1.1 User session duration
• 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

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

7 Pages

• 4 Calendar and Activities
• 4.1 Add a calendar event
• 4.2 To-Dos
• 4.3 Shared Calendar and preferences
• 4.4 Shared calendar access and events visibility
• 4.5 Import and export activities
• 4.6 Book me - Make an appointment

19 Pages

• 5 Personal communication tools
• 5.1 Outbound mail configuration (SMTP)
• 5.2 Messages Module
• 5.2.1 IMAP configuration and folders
• 5.2.1.1 Set Centralized Signature
• 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

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

4 Pages

• 7. vtenext GDPR Web App
• 7.1 How to create contact campaigns
• 7.2 The App in detail
• 7.2.3 Employee Module

8 Pages

• 8 Inventory: products, services and price books
• 8.1.1 Products bundle
• 8.2 Product Lines
• 8.3 Services
• 8.4 Price Books
• 8.5 Products and Services Import/ Export
• 8.6 Inventory : Terms & Conditions
• 8.1.2 Configurable products and product variants

8 Pages

• 9 Sales: from the potentials to invoice
• 9.1 Potentials
• 9.2 Quotes
• 9.3 Sales orders
• 9.3.1 Recurring billing from Sales Order
• 9.4 Budget
• 9.5 Invoices
• 9.6 Delivery Notes

10 Pages

• 10 After-sales: trouble tickets and activity tracking
• 10.1 Trouble Tickets
• 10.1.1 Service channels
• 10.2 Timecards
• 10.3 SLA
• 10.3.1 SLA configuration
• 10.4 Activity tracking
• 10.5 Services Contract
• 10.6 Installations
• 10.7 FAQs

3 Pages

• 11 Passive cycle: vendors and purchase orders
• 11.1 Vendors
• 11.2 Purchase Orders

6 Pages

• 12 Projects and Job Orders management
• 12.1 Job Orders
• 12.2 Projects
• 12.3 Project Tasks
• 12.4 Project Milestones and Progress Chart
• 12.5 Tickets

3 Pages

• 13 Reports and charts
• 13.1 Reports
• 13.2 Charts

11 Pages

• 14 PDF Maker
• 14.1 Create a PDF template
• 14.1.1 Insert images
• 14.1.2 Insert tables
• 14.2 Products block within templates
• 14.3 Barcodes
• 14.5 Export to PDF/RTF format
• 14.6 Products Images
• 14.7 Custom Functions
• 14.8 File name
• 14.9 Export/Import Template

4 Pages

• 15.1 RSS
• 15.2 My Sites
• 15.3 License and number of users
• 15.4 Synchronizations

14 Pages

• 16 Hierarchical roles and user profiling
• 16.1 Profiles
• 16.1.1 Create new profile
• 16.2 Roles
• 16.3 Users
• 16.4 Groups
• 16.5 Sharing Access
• 16.5.1 Global Access Rules
• 16.5.2 Custom Rules
• 16.6 Access Field
• 16.7 Advanced Sharing Access
• 16.8 Audit Trails
• 16.9 User Login History
• 16.10 Check User Login

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

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

1 Page

• 19 Customise module numbering

1 Page

• 20 System logs

1 Page

• 21 CRONJOB