7 Modulo GDPR

7. vtenext GDPR Web App

The vtenext GDPR APP is a self-service tool for personal data management by customers. To allow ...

7.1 How to create contact campaigns

Requirements:Use vtenext 19.10, making sure the system is configured for sending emails 1) First...

7.2 The App in detail

Process start emailA pre-compiled email template introduces the requirement to confirm your choic...

7.2.3 Employee Module

The employee module allows you to register your internal and external employees and co-workers in...

Introduction

1.1 Examples of vtenext application areas

1.2 Flows managed by vtenext

1.3 Notes on the manual (Disclaimer)

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

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

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

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 Talks 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

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

6.2.3 Newsletter Configuration (SMTP)

6.3 SMS Module

6.4 FAX Module

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