2. Instruments

2.1 Instrument Bar and Icons
2.2 NFC Function - Mobile Scans
2.3 Barcode Scanning and QR Code Search
2.4 Sorting and Filters

2.1 Instrument Bar and Icons

The instrument bar on every page of the App has the following icons.

Starting from the left:

Homepage: to go to the initial page of the App.
Processes: to display processes underway requiring the attention of the user.
Conversations: to open the module of the same name and reply to users as required (a notification indicates the number of unread conversations).
Messages: to open the messages module and read your e-mail (the number of unread messages is indicated).
Others: to return to the page listing all modules.

Each module also includes a search field and the + button to add a new record in the current module.

Entering a module you might see the following icons at the top alongside the logo (starting from the left):

Settings: for accessing the settings for connecting the App to the Cloud or On Site CRM.
Exit: to logout from the Wilson for vtenext mobile App.

In the list display mode, or when viewing the list of records within a module, there are other icons to help navigate and use the App:

	Gives access to the list of filters available for the present module
	Allows creation of a new record within the module

Inside each card (Company, Contact, Lead, etc.) there is a series of icons that enable different actions:

	Conversations regarding the displayed record
	Notes about the displayed record
	Calendar events involving the displayed record
	Tasks involving the displayed record
	Access to the list of available relations in the displayed record
	Allows modification of the displayed record

The cards contain a number of fields that function as follows:

“Assigned to” field: it is possible to select/display the assignee of the item, in other words the CRM owner User or Group

Text field: for inserting a name, number, information, etc.

Pick-list field (drop-down menu): allows selection of a single value from those in the list

Field for selecting the date

Text Area field: allows, for example, an extended text description

2.2 NFC Function - Mobile Scans

NFC (Near Field Communication) is a short-range wireless communication technology that allows devices to exchange data when they are close to each other, typically within a range of about 4 cm. Here's how it works:

Basic Principles:

Short-range communication: NFC devices, such as smartphones, card readers, or NFC tags, must be very close to each other to initiate data exchange.
Frequency: NFC operates at 13.56 MHz, a frequency that allows for fast and secure information exchange over short distances.
Active and Passive Modes:
- In active mode, both devices generate an electromagnetic field to transmit data.
- In passive mode, only one device generates the electromagnetic field (e.g., a smartphone), while the other device (e.g., an NFC tag) uses it to power itself and respond.

How NFC works in vtenext

To activate and use this feature, a few configuration steps are required. First, from vtenext's administration panel, go to SETTINGS > MODULE MANAGER > COMPANIES (or another relevant module), and add a related field to the Mobile Scans module.

This field will be immediately available on the Wilson App, and by clicking on it, the screen to scan the NFC tag with the mobile phone will be activated.

NFC scan field on the Wilson App to click on in order to activate the NFC tag acquisition.

NFC tag scanning startup screen

Screen dialog where the system prompts the user to bring the NFC tag closer for reading

The tag is captured, and a record is also written in the related field that was previously created

Here is the record as it appears in the related field after being scanned

Here is the scanned record in detail (Mobile Scan card as seen from the Wilson App)

Here is the scanned record in detail (Mobile Scan card as viewed from the vtenext web side)

Note: The NFC function is also available in the Processes module, allowing a process to be initiated from a scan.

2.3 Barcode Scanning and QR Code Search

Introduction

The barcode is an information encoding system that uses a series of lines and spaces of varying widths to represent numerical or alphanumeric data. They are commonly used to identify products, facilitate the tracking of goods, and simplify business transactions.

The QR code (Quick Response code) is a type of two-dimensional barcode that can be quickly read by a device equipped with a camera, such as a smartphone. It was developed in Japan in the 1990s to track parts in manufacturing processes, but today it is used in a wide range of applications.

A QR code can contain information such as URLs, text, phone numbers, contact information, and more. When a user scans the QR code with a reading app, the device decodes the information contained in the code and can perform actions such as opening a website, saving a contact, or sending a message.

How it works in vtenext

Barcode scanning

By going to SETTINGS > MODULE MANAGER > PRODUCTS > LAYOUT EDITOR, you can enable the barcode scanning function for the PRODUCT NAME field. This is clearly just an example; you can activate this feature on any text field. Therefore, you can create a text field, name it as you prefer, and enable the scanning option for that field.

Screen of the Layout Editor (in the example of the Products module), with Barcode Scanning Enabled

Instantly in the Wilson App, the scanning symbol will be enabled directly in that field, and by pressing it, the camera will be activated to perform the scan

Note the scanning symbol present directly in the relevant field

Acquisition screen, where you are asked to scan the barcode in the highlighted area

Screen highlighting the acquired code and notifying the user that a new barcode has been found

Search via QR Code

This function is available only upon specific client request.

It is possible to activate a search via QR Code in vtenext. In practice, in any module, I can use the search engine of the Wilson App to scan a QR Code and search for the code associated with a record (e.g., a Lead, a Client, or a Product).

Note that in the search area of the Wilson App, there is a symbol for scanning the QR Code, which will activate the camera to capture the code

Once the QR Code is framed, the CRM will perform the search and display the result on the mobile app

2.4 Sorting and Filters

In the Wilson App, it is possible to manage the sorting of records and filters. Taking the Accounts module as an example, starting from the top left, you can see a button to view the available filters, a button to select the assigned user to display, and finally, the button for sorting.

FILTERS

By clicking the FILTERS button, you can, as mentioned, view the list of available filters (both created from the web and from the app), and you can also CREATE new ones directly in Wilson. For all filters, whether created from the web or the app, you can click the three dots on the right and select DUPLICATE.

Filters created from the Wilson App have a pencil-shaped icon next to the three dots, which allows you to edit the filter directly in the app. Filters created from the web cannot be edited in Wilson.

When the DUPLICATE or EDIT option is selected, the following screen appears:

On this screen, the following actions are possible:

View Name: Rename or assign a name to your filter.
Set as Default: Set the filter as the default for the Wilson app.
Select Fields to Display: Choose which fields to display, add new ones, and rearrange their appearance order by dragging them.
Subtitle Display: Decide whether to include a subtitle containing the previously selected fields. These fields can include or exclude their labels for better usability.
Initially Sort By: Choose the sorting of a field in ascending or descending order.
Advanced Filters: Define selection criteria for fields other than Date type (e.g., dropdown menus, free text, numbers, etc.).
Time Filter: Select fields of the Date type, using either dynamic and customizable durations or static ones. You can choose from the dynamic options provided by the app or specify a static date range.

SORTING
Sorting is achieved by clicking the corresponding "Sorting" button located in the top menu of the list view for a record.

Most Recent: To display records that have been recently managed.
Module Fields: For example, in the Companies module, you can sort by fields such as Company Number, Company Name, Phone, Email, or Website.
Others: Allows you to select additional fields from all those available in the specific module.
Reset: Resets the view to the default display.