12 Projects and Job Orders management

Project management in vtenext is organised over four modules:

Job Orders
Projects
Project Tasks
Project Milestones
Tickets (cross-area use of the HelpDesk module)

Introduction

1.1 Examples of vtenext application areas

1.2 Flows managed by vtenext

1.3 Notes on the manual (Disclaimer)

vtenext Business 18.02 Release Note

vtenext Business 18.05 Release Note

vtenext Business 19.10 Release Note

vtenext 20.04 release notes

vtenext 21.01 release notes

vtenext 21.10.1 Release Note

vtenext 22.05 Release Note

vtenext 23.08 Release Note

vtenext 24.08 Release Note

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