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Revision #8
Created 2 years ago by Admin
Updated 1 month ago by Admin

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User Manual vtenext 21.01
1 Introduction
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
2 First steps: how to browse vtenext
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
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
4 Calendar and Activities
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
5 Personal communication tools
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
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
7 Modulo GDPR
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 Inventory: products, services and price books
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
9 Sales: from the potentials to the invoice
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 After-sales: trouble tickets and activity tracking
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
11 Passive cycle: vendors and purchase orders
3 Pages
- 11 Passive cycle: vendors and purchase orders
- 11.1 Vendors
- 11.2 Purchase Orders
12 Projects and orders management
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
13 Reports and charts
3 Pages
- 13 Reports and charts
- 13.1 Reports
- 13.2 Charts
14 PDF Maker
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
15 Other Functions
4 Pages
- 15.1 RSS
- 15.2 My Sites
- 15.3 License and number of users
- 15.4 Synchronizations
16 Hierarchical roles and user profiling
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
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
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
19 Customise module numbering
1 Page
- 19 Customise module numbering
20 System logs
1 Page
- 20 System logs
21 CRONJOB – Processes to Plan
1 Page
- 21 CRONJOB

15.2 My Sites

This area allows you to view websites of interest directly on vtenext. The system is also very useful for connecting to shipment tracking or communicating with web-based suppliers.

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