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vtenext user manual

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Created 2 years ago by Alberto

Updated 2 years ago

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User Manual vtenext 22.05
1 Introduction
2 First steps: how to browse vtenext
3 Customers records and basic data management
4 Calendar and Activities
5 Personal communication tools
6 Marketing Communication Tools
7 Modulo GDPR
8 Inventory: products, services and price books
9 Sales: from the potentials to the invoice
10 After-sales: trouble tickets and activity tracking
11 Passive cycle: vendors and purchase orders
12 Projects and orders management
13 Reports and charts
14 PDF Maker
15 Other Functions
16 Hierarchical roles and user profiling
17 vtenext customization: advanced settings
18 Other vtenext Settings
19 Customise module numbering
- 19 Customise module numbering
20 System logs
- 20 System logs
21 CRONJOB – Processes to Plan
- 21 CRONJOB

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User Manual vtenext 22.05

20 System logs

Manages and displays the system logs of file or database type for modules:

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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