1 Introduction

Release Note vtenext 23.08

New Customer Portal It's possible to configure the customer portal with customized profiles ...

Introduction

vtenext supports management of all customer-related flows, from acquisition to assistance, allowi...

1.1 Examples of vtenext application areas

Customer Acquisition & Sales Automated acquisition of potential accounts via contact webform; ...

1.2 Flows managed by vtenext

Customer acquisition cycle Acquired customer cycle Assistance cycle Purchasing cycle (ve...

1.3 Notes on the manual (Disclaimer)

The images and functions of vtenext shown in this manual may be subject to minor changes with the...

Release Note vtenext 23.08

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 (standard filters, advanced filters, filters based on report, kanban)

2.7 Users preferences

2.7.1 Request Remote Support

2.7.2 Two-factor Authentication (2FA)

2.8 Access privileges

3 Customers records and basic data management

3.1 Leads

3.1.1 Lead creation

3.1.2 Lead conversion

3.1.3 Lead Conversion Process

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

4.1.1 Edit and Duplicate an 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 of Messages Module

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

6.1.8 Common Email Display Issues with Outlook

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