Skip to main content

2.6 Filters

The filters facilitate CRM search activities. Setting up a filter means creating a search system that can be retrieved whenever necessary. Any customised fields you have created in the vtenext modules can also be used as filters for the creation of lists. You will therefore be able to generate ad-hoc search engines.

rWpFilters_1.png

Filters_2.png

The lists can be used to customise the display of data based on the needs of each user. The lists defined in vtenext can be used by the person who created them and also shared with other vtenext users.

Back to top