Wilson for vtenext App - User Manual
Wilson for vtenext enables you to work anywhere, just as if you were sitting in your office in front of a computer. The App connects to the VTE service (both Cloud and On Site) and offers direct operation on data to manage diary entries, contacts, potential customers, projects, and much more. With Wilson you do not even need the native smartphone/tablet instruments, like for example the calendar and address book.
1. Access and Homepage
Wilson for vtenext allows you to work anywhere, just as if you were sitting in your office in fro...
2. Instruments
2.1 Instrument Bar and Icons
The instrument bar on every page of the App has the following icons. Starting from the left: ...
2.2 NFC Function - Mobile Scans
NFC (Near Field Communication) is a short-range wireless communication technology that allows dev...
2.3 Barcode Scanning and QR Code Search
Introduction The barcode is an information encoding system that uses a series of lines and space...
3. Modules
3.1 Calendar and Tasks
These two modules are used to add activities and deadlines in the vtenext Calendar. Everything th...
3.2 Messages
The Messages module allows you to read e-mails using the vtenext App. As soon as the module is op...
3.3 Leads
The Leads module is displayed according to the filters available in the App, which are those defi...
3.4 Accounts
As with the Leads, the Companies are also organized with filters and information cards (address, ...
3.5 Contacts
As with Leads and Companies, Contacts are also organized with filters and information cards. The ...
3.6 Potentials
Potentials are starting points for negotiations. The module is organized with filters and informa...
3.7 Quotes
The Quotations module is again organized with filters and information cards (Customized Informati...
3.8 Sales Orders
Sales Orders are also organized with filters and information cards. The main information must inc...
3.9 Invoices
Invoices are again organized with filters and information cards. Within the main information an I...
3.10 Products
In Wilson for vtenext the Products module only exists as a relation for other modules that use it...
3.11 Installations
Installations are organized with filters and information cards. Within the main information an In...
3.12 Services
This module contains the list of services that can be offered to customers. As in the Web version...
3.13 Service Contracts
Service Contracts (services measured in hours/days) are organized with filters and information ca...
3.14 Trouble Tickets
The Help Desk module contains all the Trouble Tickets opened by customers or internally by the Te...
3.15 Projects
Projects is the most appropriate place for managing a new project, checking its development, and ...
3.16 Project Tasks
Project Tasks are part of a Plan and are important for establishing “who does what” within a proj...
3.17 Milestones
Milestones are useful for managing project deadlines or daily/weekly/monthly/annual company Miles...
3.18 Vendors
This module is for managing the purchasing cycle. Vendors are organized with filters and informat...
3.19 Purchase Orders
Purchase Orders are again organized with filters and information cards (main information, address...
3.20 Visit Reports
This module is for managing visits to potential or established customers. As usual it is organize...
3.21 Delivery Notes
Like all the VTENEXT modules, Delivery Notes are organized with filters and information cards. Th...
4. Conversations
5. Settings
5.1 Settings Overview
The Settings page can be opened using the icon at the top right of the Home page, displaying the...
5.2 Applying Changes
When customizations are applied in the CRM (server side), it is necessary to close and then reope...
5.3 Push Notifications
When you first open the Wilson app, you will be asked whether to activate Push Notifications: ...
5.4 Two-factors Authentication
With the Wilson app, you can enable two-factor authentication by first configuring it in the user...
5.5 Mobile Profiles
From the vtenext administration panel, it is possible to set up different profiles that will make...
6. Global Research
When it is necessary to search for a record across the entire CRM, start by clicking the magnifyi...