2 First steps: how to browse vtenext
2 First steps: how to browse vtenext
This section consists in a brief introduction to vtenext for those who are accessing the system f...
2.1 System login
To login to vtenext enter your user credentials in the system login page and click on the Login b...
2.1.1 User session duration
The duration of the user session in vtenext depends mainly on the php session, that is on a param...
2.2 Home
When the user logs in to the CRM the user-specific home page can be displayed (this setting is ed...
2.3 Navigation methods: menus
The navigation within vtenext is guided from two menus positioned on the left and right of the sc...
2.3.1 Global Search
The global search function, located in the first place on the right-hand toolbar, allows interrog...
2.3.2 Fixed Icons
Processes: clicking on this icon gives access to the detailed view of all processes imple...
2.3.3 Contextual Icons
The button is used to create a new entity in the module in which you are currently positioned. W...
2.4 Search in module
To find a term in a specific module, press the icon search. The research result is temporary, ...
2.5 Modules structure
The application is structured according to relations between the various modules, based on the pr...
2.5.1 Record structure (detail view)
1. Relations with other modules: positioned on the right of the screen, this function summarise...
2.5.2 Quick look relations
In the list view and in the detail view, the CRM allows you to preview several summary items of a...
2.6 Filters
The filters facilitate CRM search activities. Setting up a filter means creating a search system ...
2.6.1 How to create a Filter (standard filters, advanced filters, filters based on report, kanban)
The following section explains how to create a customised filter starting from a list of accounts...
2.7 Users preferences
To access user settings click on the icon of your personal avatar and then click on PREFERENCES...
2.7.1 Request Remote Support
The button Request Remote Support is used to create temporary credentials that must be provided...
2.7.2 Two-factor Authentication (2FA)
In the User Preferences you can activate the Two-factor Authentication. It can be: Not activ...
2.8 Access privileges
The access privileges associated with the user and used to access vtenext are defined by the admi...