17 vtenext customization: advanced settings
17 vtenext customization: advanced settings
Customisation features are very important because they guarantee the use of vtenext for a wide ra...
17.1 Process Manager
The Process Manager is the tool that makes it possible to manage processes within a company, inte...
17.2 Workflow
The Workflow tool was replaced by the module processes (Process Manager). It is possible to see a...
17.3 Status Manager
This tool makes it possible to implement flow logics in the management of information through the...
17.4 Conditionals
Conditionals allow you to define special permissions to access one or more fields of the same mod...
17.5 Wizard Creator
The "Wizard Creator" function allows the administrator to create guided procedures (called wizard...
17.6 Modules Creator
This tool allows for the autonomous creation of entire modules integrated perfectly within the st...
17.6.1 Create new module
STEP 1: Module informationThe explanation of the individual entries can be found next to the fiel...
17.6.2 Other functions on modules
Unistall, import, export Uninstall the module: it will no longer be usable and the...
17.6.3 Import new language pack
The module manager allows you to import a new language package. The procedure below sets out the ...
17.7 Layout editor
From Settings > Business Process Manager > Module name (es. Accounts) is possible to access to La...
17.7.1 BUTTON field in vtenext
The button field, present in SETTINGS > MODULE MANAGER > MODULE NAME > LAYOUT EDITOR, allows us t...
17.7.2 Modules Manager and Layout Editor
The Modules Manager allows for the activation and deactivation of all modules within the CRM, b...
17.8 Standard Picklist Editor
It allows you to modify the content of Picklists, adding or modifying the values present, and ass...
17.9 Multilingual Picklist Editor
It is necessary to configure multi-language drop-down menus when you have users accessing vtenext...
17.10 Linked picklist editor
Configuring Linked Picklist fields means establishing a dependency between the values of two drop...
17.11 Encrypted Field Editor
The encrypted field editor allows you to protect the content of a field by means of an access pas...
17.12 Menu Settings
This allows you to choose the main modules, and the order of items, of your CRM, which will be ...
17.13 List view colours
Allows for the application of custom colours of views by list, or related list, based on the valu...
17.14 Field Formulas
Field Formulas are custom fields that handle simple calculations and generate the result directly...
17.15 Mail Converter
The Mail Converter is a tool that allows you to read one or more mailboxes and, when a condition ...
17.16 Data Import
This tool makes it possible to import data in vte (if the installation is on-site) from an extern...
17.17 Klondike A.I. connector
From vtenext 20.04 in settings is available the new additional plug in Klondike AI. It allows to ...