5 Personal communication tools

The main purpose of a CRM system is management of customer relationships, in regard to which comm...

To activate the transmission of emails from CRM, fill in the SMTP server data in Settings > Mail ...

The vtenext Messages module uses the IMAP email account. You can work on emails through vtenext a...

Once you have set the SMTP server (see above), the IMAP server can be set up here or directly fro...

The Centralized Signature makes it possible to set a default signature, identical for all crm use...

There are three equivalent options to send an email, e.g. to a contact: 1. clicking on the email...

Compose a new email. Download emails from the email server ...

To share an email with another user, simply open a conversation on the email concerned. The “Conv...

Attachments in .ics format are identified as invitations to attend an appointment and they create...

Layout: change the emails list layout Filters: set up filter rules for automatic trans...

A mass mailing tool is available send an email to multiple recipients (20 max) in a single shot. ...

The vtenext admin user can make email templates available to other users for use for single email...

vtenext proposes an alternative solution to manage the exchange of information within your organi...

vtenext keep users informed of the data of interest by means of the Notifications tool.Each user ...

From version 19.10 you can receive a notification from the CRM when a new vtenext version update ...

vtenext features a simple but invaluable documents manager. Documents manager main characteristi...

Document revisions can be managed by means of the “Add Revision” button in the OTHER tab. On...

Opening DOCUMENTS in a CRM entity makes it possible to upload one or more files using drag and dr...

Notes can be found in the vtenext records, located at the bottom left (available in most modules)...