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...