# 3. Modules

# 3.1 Calendar and Tasks

<span style="color: #444444;"><span lang="en-GB">These two modules are used to add activities and deadlines in the vtenext Calendar.</span></span> <span style="color: #444444;"><span lang="en-GB">Everything that is entered will appear within a few seconds in the same Calendar but web side.</span></span>

<span style="color: #444444;"><span lang="en-GB">When a new Calendar record is created it must be assigned to a user (yourself, or another vtenext user) and it can also be associated with a Contact and/or a Company.</span></span><span style="color: #444444;"><span lang="en-GB"> Other data is also required</span></span><span style="color: #444444;"><span lang="en-GB">:</span></span> <span style="color: #444444;"><span lang="en-GB">the date, start time,</span></span> <span style="color: #444444;"><span lang="en-GB">status,</span></span> <span style="color: #444444;"><span lang="en-GB">description, and all other information considered necessary.</span></span>

<span style="color: #444444;"><span lang="en-GB">In the left-hand column it is possible to navigate to other information (and modules) related to the activity just created.</span></span>

<span style="color: #444444;"><span lang="en-GB">The list of Tasks is displayed as follows when this item is clicked in the menu:</span></span>

[![3.1 [1].PNG](https://usermanual.vtenext.com/uploads/images/gallery/2022-07/scaled-1680-/3-1-1.PNG)](https://usermanual.vtenext.com/uploads/images/gallery/2022-07/3-1-1.PNG)

---

<span style="color: #444444;"><span lang="en-GB">Clicking on the icon</span></span><span style="font-size: small;"> </span>![image-1655717342208.png](https://usermanual.vtenext.com/uploads/images/gallery/2022-06/scaled-1680-/image-1655717342208.png) <span style="color: #444444;"><span lang="en-GB">allows selection of Calendar view modes:</span></span>

[![3.1 [4].PNG](https://usermanual.vtenext.com/uploads/images/gallery/2022-07/scaled-1680-/3-1-4.PNG)](https://usermanual.vtenext.com/uploads/images/gallery/2022-07/3-1-4.PNG) [![3.1 [5].PNG](https://usermanual.vtenext.com/uploads/images/gallery/2022-07/scaled-1680-/3-1-5.PNG)](https://usermanual.vtenext.com/uploads/images/gallery/2022-07/3-1-5.PNG)

<span style="color: #444444;"><span lang="en-GB">Clicking on the icon </span></span>![image-1655717436570.png](https://usermanual.vtenext.com/uploads/images/gallery/2022-06/scaled-1680-/image-1655717436570.png) <span style="color: #444444;"><span lang="en-GB">opens the list of available users (who have shared the Calendar with us):</span></span>

[![image-1657542838683.png](https://usermanual.vtenext.com/uploads/images/gallery/2022-07/scaled-1680-/image-1657542838683.png)](https://usermanual.vtenext.com/uploads/images/gallery/2022-07/image-1657542838683.png)

<span style="color: #444444;"><span lang="en-GB">This is how the Calendar appears, opened by clicking this item in the menu. It shows all the appointments for the selected day and their temporal sequence during the day</span></span><span style="color: #444444;"><span lang="en-GB">.</span></span> <span style="color: #444444;"><span lang="en-GB">You can change the view from “Day”</span></span> <span style="color: #444444;"><span lang="en-GB">to “Month”</span></span> <span style="color: #444444;"><span lang="en-GB">or view the details of a single task.</span></span>

<span style="font-family: Verdana, serif;"><span style="font-size: small;">[![3.1 [2].PNG](https://usermanual.vtenext.com/uploads/images/gallery/2022-07/scaled-1680-/3-1-2.PNG)](https://usermanual.vtenext.com/uploads/images/gallery/2022-07/3-1-2.PNG)  
*Day View*</span></span>

<span style="font-family: Verdana, serif;"><span style="font-size: small;">[![3.1 [3].PNG](https://usermanual.vtenext.com/uploads/images/gallery/2022-07/scaled-1680-/3-1-3.PNG)](https://usermanual.vtenext.com/uploads/images/gallery/2022-07/3-1-3.PNG)  
*Month View*</span></span>

# 3.2 Messages

<span style="color: #444444;"><span lang="en-GB">The Messages module allows you to read e-mails using the vtenext App.</span></span><span style="color: #444444;"><span lang="en-GB"> As soon as the module is opened a screen is displayed like the following:</span></span>

[![WhatsApp Image 2023-12-11 at 12.54.23.jpeg](https://usermanual.vtenext.com/uploads/images/gallery/2023-12/scaled-1680-/whatsapp-image-2023-12-11-at-12-54-23.jpeg)](https://usermanual.vtenext.com/uploads/images/gallery/2023-12/whatsapp-image-2023-12-11-at-12-54-23.jpeg)

<span style="font-size: small;"><span style="color: #444444;"><span lang="en-GB">This view shows a </span></span><span style="color: #444444;"><span lang="en-GB">**list of all folders available** </span></span><span style="color: #444444;"><span lang="en-GB">for the predefined mailbox and, below,</span></span> <span style="color: #444444;"><span lang="en-GB">you can choose among the configured </span></span><span style="color: #444444;"><span lang="en-GB">**Mailboxes**</span></span><span style="color: #444444;"><span lang="en-GB">.</span></span></span>

<span style="color: #444444;"><span lang="en-GB">Clicking the button </span></span>![image-1655718251904.png](https://usermanual.vtenext.com/uploads/images/gallery/2022-06/scaled-1680-/image-1655718251904.png) <span style="color: #444444;"><span lang="en-GB">opens a dialogue window for writing and sending a new e-mail.</span></span>

[![image-1657543486432.png](https://usermanual.vtenext.com/uploads/images/gallery/2022-07/scaled-1680-/image-1657543486432.png)](https://usermanual.vtenext.com/uploads/images/gallery/2022-07/image-1657543486432.png)

<span style="color: #444444;"><span lang="en-GB">Clicking on the </span></span><span style="color: #444444;"><span lang="en-GB">**Inbox**</span></span><span style="color: #444444;"><span lang="en-GB"> folder</span></span> <span style="color: #444444;"><span lang="en-GB">opens the following view with a list of all e-mails in arrival, both read and unread:</span></span>

[![image-1657543625527.png](https://usermanual.vtenext.com/uploads/images/gallery/2022-07/scaled-1680-/image-1657543625527.png)](https://usermanual.vtenext.com/uploads/images/gallery/2022-07/image-1657543625527.png)

In both the Inbox and other folders, you can search for emails by using the dedicated field in the header. It is also possible to enable the search in SUBFOLDERS or search ACROSS ALL ACCOUNTS by using the corresponding option button.

[![image.png](https://usermanual.vtenext.com/uploads/images/gallery/2024-12/scaled-1680-/Ge4image.png)](https://usermanual.vtenext.com/uploads/images/gallery/2024-12/Ge4image.png)

It is also possible to access the 'TO READ' folder to facilitate the use of emails even on mobile:

[![image-1702295984886.png](https://usermanual.vtenext.com/uploads/images/gallery/2023-12/scaled-1680-/image-1702295984886.png)](https://usermanual.vtenext.com/uploads/images/gallery/2023-12/image-1702295984886.png)

<span style="color: #444444;"><span lang="en-GB">Clicking on a specific incoming e-mail displays a screen like the following</span></span><span style="color: #444444;"><span lang="en-GB">:</span></span>

[![image-1655718664860.png](https://usermanual.vtenext.com/uploads/images/gallery/2022-06/scaled-1680-/image-1655718664860.png)](https://usermanual.vtenext.com/uploads/images/gallery/2022-06/image-1655718664860.png)

<span style="color: #444444;"><span lang="en-GB">Every e-mail can be associated with vtenext</span></span><span style="color: #444444;"><span lang="en-GB"> records </span></span><span style="color: #444444;"><span lang="en-GB">or can be the starting point for the creation of a new record. The available modules are displayed at the top of the e-mail message display, or by clicking on the icon </span></span>![2.1 [5].PNG](https://usermanual.vtenext.com/uploads/images/gallery/2022-06/scaled-1680-/2-1-5.PNG)

# 3.3 Leads

<span style="color: #444444;"><span lang="en-GB">The Leads</span></span><span style="color: #444444;"><span lang="en-GB"> module is displayed</span></span><span style="color: #444444;"><span lang="en-GB"> according to the filters available in the App, which are those defined in your user account via web.</span></span>

<span style="color: #444444;"><span lang="en-GB">It is therefore possible to choose how to display this list by clicking on the icon </span></span> ![2.1 [3].PNG](https://usermanual.vtenext.com/uploads/images/gallery/2022-06/scaled-1680-/2-1-3.PNG) <span style="color: #444444;"><span lang="en-GB">at the top right.</span></span>

[![3.3 [1].PNG](https://usermanual.vtenext.com/uploads/images/gallery/2022-07/scaled-1680-/3-3-1.PNG)](https://usermanual.vtenext.com/uploads/images/gallery/2022-07/3-3-1.PNG)  
<span style="font-size: small;"><span style="color: #444444;"><span lang="en-GB">*Filters available for the*</span></span> <span style="color: #444444;"><span lang="en-GB">*Leads module*</span></span></span>

[![3.3 [2].PNG](https://usermanual.vtenext.com/uploads/images/gallery/2022-07/scaled-1680-/3-3-2.PNG)](https://usermanual.vtenext.com/uploads/images/gallery/2022-07/3-3-2.PNG)  
<span style="font-size: small;"><span style="color: #444444;"><span lang="en-GB">*List of Leads*</span></span></span>

<span style="color: #444444;"><span lang="en-GB">This is how a Lead page is displayed once saved or when searched for within Wilson</span></span> <span style="color: #444444;"><span lang="en-GB">fo VTENEXT.</span></span>

[![3.png](https://usermanual.vtenext.com/uploads/images/gallery/2023-08/scaled-1680-/3.png)](https://usermanual.vtenext.com/uploads/images/gallery/2023-08/3.png)

*There's a '**Open Map**' button that allows you to open Google Maps and locate the Lead*

[![4.png](https://usermanual.vtenext.com/uploads/images/gallery/2023-08/scaled-1680-/4.png)](https://usermanual.vtenext.com/uploads/images/gallery/2023-08/4.png)

Here is how the lead detail page looks once you have saved or searched for it within VTECRM Mobile:

[![5.png](https://usermanual.vtenext.com/uploads/images/gallery/2023-08/scaled-1680-/5.png)](https://usermanual.vtenext.com/uploads/images/gallery/2023-08/5.png)

From the Leads module in the Wilson app, you can also perform conversion. Just click on the three dots at the top right, which are present in the details of the relevant record. A popup will appear with the option to **CONVERT LEAD**.

[![6.png](https://usermanual.vtenext.com/uploads/images/gallery/2023-08/scaled-1680-/6.png)](https://usermanual.vtenext.com/uploads/images/gallery/2023-08/6.png)

Once you click on **CONVERT LEAD**, the conversion page opens directly, giving you the option to choose what to convert the Lead into (Company - existing or new - Contact and/or Opportunity) and which fields to fill out.

[![7.png](https://usermanual.vtenext.com/uploads/images/gallery/2023-08/scaled-1680-/7.png)](https://usermanual.vtenext.com/uploads/images/gallery/2023-08/7.png)

<span style="color: #444444;"><span lang="en-GB">Logically, clicking on the icon</span></span>![2.1 [5].PNG](https://usermanual.vtenext.com/uploads/images/gallery/2022-06/scaled-1680-/2-1-5.PNG),<span style="color: #444444;"><span lang="en-GB">shows all the relations in the present record, and</span></span> <span style="color: #444444;"><span lang="en-GB">clicking on them opens the connected records.</span></span> <span style="color: #444444;"><span lang="en-GB">All the record details are shown in the center of the display.</span></span>

[![3.3 [4].PNG](https://usermanual.vtenext.com/uploads/images/gallery/2022-07/scaled-1680-/3-3-4.PNG)](https://usermanual.vtenext.com/uploads/images/gallery/2022-07/3-3-4.PNG)

<table border="1" id="bkmrk-schema-di-organizzaz" style="width: 100%; border-collapse: collapse;"><tbody><tr><td class="align-center" colspan="3" style="width: 33.3333%;">**Organizational layout of the modules related to Leads**</td></tr><tr><td class="align-center" style="width: 33.3333%;">Conversations</td><td class="align-center" style="width: 33.3333%;"><span style="font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Oxygen, Ubuntu, Roboto, Cantarell, 'Fira Sans', 'Droid Sans', 'Helvetica Neue', sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400;">Notes</span></td><td class="align-center" style="width: 33.3333%;">PDF Maker</td></tr><tr><td class="align-center" style="width: 33.3333%;">Activities (Calendar)</td><td class="align-center" style="width: 33.3333%;">Tasks (Calendar)</td><td class="align-center" style="width: 33.3333%;"><span style="font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Oxygen, Ubuntu, Roboto, Cantarell, 'Fira Sans', 'Droid Sans', 'Helvetica Neue', sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400;">Documents</span></td></tr><tr><td class="align-center" style="width: 33.3333%;">Products</td><td class="align-center" style="width: 33.3333%;">Services</td><td class="align-center" style="width: 33.3333%;"><span style="font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Oxygen, Ubuntu, Roboto, Cantarell, 'Fira Sans', 'Droid Sans', 'Helvetica Neue', sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400;">Messages</span></td></tr><tr><td class="align-center" style="width: 33.3333%;">Visit Reports</td><td class="align-center" style="width: 33.3333%;"><span style="font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Oxygen, Ubuntu, Roboto, Cantarell, 'Fira Sans', 'Droid Sans', 'Helvetica Neue', sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400;">Trouble Tickets</span></td><td class="align-center" style="width: 33.3333%;"><span style="font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Oxygen, Ubuntu, Roboto, Cantarell, 'Fira Sans', 'Droid Sans', 'Helvetica Neue', sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400;">Processes</span></td></tr></tbody></table>

# 3.4 Accounts

<span style="color: #444444;"><span lang="en-GB">As with the Leads, the Companies are also organized with filters and information cards (address,</span></span> <span style="color: #444444;"><span lang="en-GB">description, etc.). The relations menu at the top right gives access</span></span> <span style="color: #444444;"><span lang="en-GB">(and allows additions)</span></span> <span style="color: #444444;"><span lang="en-GB">to various correlated data items.</span></span>

<span style="color: #444444;"><span lang="en-GB">For example, from the Companies module it is possible to progress to the next stage of the sales cycle,</span></span><span style="color: #444444;"><span lang="en-GB"> creating a potential </span></span><span style="color: #444444;"><span lang="en-GB">automatically correlated with the account information.</span></span>

[![3.4 [1].PNG](https://usermanual.vtenext.com/uploads/images/gallery/2022-07/scaled-1680-/3-4-1.PNG)](https://usermanual.vtenext.com/uploads/images/gallery/2022-07/3-4-1.PNG)  
*List view showing filter applied App side (fields displayed below each record)*

[![3.4 [2].PNG](https://usermanual.vtenext.com/uploads/images/gallery/2022-07/scaled-1680-/3-4-2.PNG)](https://usermanual.vtenext.com/uploads/images/gallery/2022-07/3-4-2.PNG)

*Account detail view*

[![8.png](https://usermanual.vtenext.com/uploads/images/gallery/2023-08/scaled-1680-/8.png)](https://usermanual.vtenext.com/uploads/images/gallery/2023-08/8.png)

*There's a **'Open Map**' button that allows you to open Google Maps and locate the Account*

[![4.png](https://usermanual.vtenext.com/uploads/images/gallery/2023-08/scaled-1680-/4.png)](https://usermanual.vtenext.com/uploads/images/gallery/2023-08/4.png)

<table border="1" id="bkmrk-schema-di-organizzaz" style="border-collapse: collapse; width: 100%;"><tbody><tr><td class="align-center" colspan="3" style="width: 33.3333%;">**Organizational layout of the modules related to Companies**</td></tr><tr><td class="align-center" style="width: 33.3333%;">Conversations</td><td class="align-center" style="width: 33.3333%;"><span style="font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Oxygen, Ubuntu, Roboto, Cantarell, 'Fira Sans', 'Droid Sans', 'Helvetica Neue', sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400;">Notes</span></td><td class="align-center" style="width: 33.3333%;"><span style="font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Oxygen, Ubuntu, Roboto, Cantarell, 'Fira Sans', 'Droid Sans', 'Helvetica Neue', sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400;">PDF Maker</span></td></tr><tr><td class="align-center" style="width: 33.3333%;">Activities (Calendar)</td><td class="align-center" style="width: 33.3333%;">Tasks (Calendar)</td><td class="align-center" style="width: 33.3333%;"><span style="font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Oxygen, Ubuntu, Roboto, Cantarell, 'Fira Sans', 'Droid Sans', 'Helvetica Neue', sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400;">Products</span></td></tr><tr><td class="align-center" style="width: 33.3333%;"><span style="font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Oxygen, Ubuntu, Roboto, Cantarell, 'Fira Sans', 'Droid Sans', 'Helvetica Neue', sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400;">Contacts</span></td><td class="align-center" style="width: 33.3333%;"><span style="font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Oxygen, Ubuntu, Roboto, Cantarell, 'Fira Sans', 'Droid Sans', 'Helvetica Neue', sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400;">Messages</span></td><td class="align-center" style="width: 33.3333%;"><span style="font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Oxygen, Ubuntu, Roboto, Cantarell, 'Fira Sans', 'Droid Sans', 'Helvetica Neue', sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400;">Sales Order</span></td></tr><tr><td class="align-center" style="width: 33.3333%;"><span style="font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Oxygen, Ubuntu, Roboto, Cantarell, 'Fira Sans', 'Droid Sans', 'Helvetica Neue', sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400;">Trouble Tickets</span></td><td class="align-center" style="width: 33.3333%;"><span style="font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Oxygen, Ubuntu, Roboto, Cantarell, 'Fira Sans', 'Droid Sans', 'Helvetica Neue', sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400;">Potentials</span></td><td class="align-center" style="width: 33.3333%;"><span style="font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Oxygen, Ubuntu, Roboto, Cantarell, 'Fira Sans', 'Droid Sans', 'Helvetica Neue', sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400;">Quotes</span></td></tr><tr><td class="align-center" style="width: 33.3333%;"><span style="font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Oxygen, Ubuntu, Roboto, Cantarell, 'Fira Sans', 'Droid Sans', 'Helvetica Neue', sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400;">Services</span></td><td class="align-center" style="width: 33.3333%;">Documents</td><td class="align-center" style="width: 33.3333%;"><span style="font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Oxygen, Ubuntu, Roboto, Cantarell, 'Fira Sans', 'Droid Sans', 'Helvetica Neue', sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400;">Invoices</span></td></tr><tr><td class="align-center" style="width: 33.3333%;"><span style="font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Oxygen, Ubuntu, Roboto, Cantarell, 'Fira Sans', 'Droid Sans', 'Helvetica Neue', sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400;">Installations</span></td><td class="align-center" style="width: 33.3333%;"><span style="font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Oxygen, Ubuntu, Roboto, Cantarell, 'Fira Sans', 'Droid Sans', 'Helvetica Neue', sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400;">Projects</span></td><td class="align-center" style="width: 33.3333%;">Project Tasks</td></tr><tr><td class="align-center" style="width: 33.3333%;"><span style="font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Oxygen, Ubuntu, Roboto, Cantarell, 'Fira Sans', 'Droid Sans', 'Helvetica Neue', sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400;">Service Contracts</span></td><td class="align-center" style="width: 33.3333%;"><span style="font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Oxygen, Ubuntu, Roboto, Cantarell, 'Fira Sans', 'Droid Sans', 'Helvetica Neue', sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400;">Processes</span></td><td class="align-center" style="width: 33.3333%;"><span style="font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Oxygen, Ubuntu, Roboto, Cantarell, 'Fira Sans', 'Droid Sans', 'Helvetica Neue', sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400;">DDT</span></td></tr><tr><td class="align-center" style="width: 33.3333%;"><span style="font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Oxygen, Ubuntu, Roboto, Cantarell, 'Fira Sans', 'Droid Sans', 'Helvetica Neue', sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400;">Visit Reports</span></td><td class="align-center" style="width: 33.3333%;"> </td><td class="align-center" style="width: 33.3333%;"> </td></tr></tbody></table>

<span style="color: #444444;"><span lang="en-GB">You can also modify or eliminate the correlated data, for example (as in the figure) the Contact associated with the account. The arrow icon (top right) gives direct access to the Contacts page.</span></span>

<span style="color: #444444;"><span lang="en-GB">**N.B.:** </span></span><span style="color: #444444;"><span lang="en-GB">The order and presence of related items can be modified in the mobile editor layout (configurable web side).</span></span>

*[![3.4 [3].PNG](https://usermanual.vtenext.com/uploads/images/gallery/2022-07/scaled-1680-/3-4-3.PNG)](https://usermanual.vtenext.com/uploads/images/gallery/2022-07/3-4-3.PNG)  
Display of a Contact related to a Company*

# 3.5 Contacts

<span style="color: #444444;"><span lang="en-GB">As with Leads and Companies, Contacts are also organized with filters and information cards.</span></span> <span style="color: #444444;"><span lang="en-GB">The main Contact information includes the relation with the respective Company.</span></span> <span style="color: #444444;"><span lang="en-GB">The relations menu can be used to access (and add) correlated data.</span></span>

[![3.5 [1].PNG](https://usermanual.vtenext.com/uploads/images/gallery/2022-07/scaled-1680-/3-5-1.PNG)](https://usermanual.vtenext.com/uploads/images/gallery/2022-07/3-5-1.PNG)  
*Contact Detail view*

[![9.png](https://usermanual.vtenext.com/uploads/images/gallery/2023-08/scaled-1680-/9.png)](https://usermanual.vtenext.com/uploads/images/gallery/2023-08/9.png)

*There's a '**Open Map**' button that allows you to open Google Maps and locate the contact.*

[![4.png](https://usermanual.vtenext.com/uploads/images/gallery/2023-08/scaled-1680-/4.png)](https://usermanual.vtenext.com/uploads/images/gallery/2023-08/4.png)

<table border="1" id="bkmrk-schema-di-organizzaz" style="border-collapse: collapse; width: 100%; height: 267px;"><tbody><tr style="height: 29px;"><td class="align-center" colspan="3" style="width: 33.3333%; height: 29px;">**Organizational layout of related modules**</td></tr><tr style="height: 29px;"><td class="align-center" style="width: 33.3333%; height: 29px;"><span style="font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Oxygen, Ubuntu, Roboto, Cantarell, 'Fira Sans', 'Droid Sans', 'Helvetica Neue', sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400;">Conversations</span></td><td class="align-center" style="width: 33.3333%; height: 29px;"><span style="font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Oxygen, Ubuntu, Roboto, Cantarell, 'Fira Sans', 'Droid Sans', 'Helvetica Neue', sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400;">Notes</span></td><td class="align-center" style="width: 33.3333%; height: 29px;">Activities (Calendar)</td></tr><tr style="height: 29px;"><td class="align-center" style="width: 33.3333%; height: 29px;">Tasks (Calendar)</td><td class="align-center" style="width: 33.3333%; height: 29px;"><span style="font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Oxygen, Ubuntu, Roboto, Cantarell, 'Fira Sans', 'Droid Sans', 'Helvetica Neue', sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400;">Messages</span></td><td class="align-center" style="width: 33.3333%; height: 29px;"><span style="font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Oxygen, Ubuntu, Roboto, Cantarell, 'Fira Sans', 'Droid Sans', 'Helvetica Neue', sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400;">Potentials</span></td></tr><tr style="height: 29px;"><td class="align-center" style="width: 33.3333%; height: 29px;"><span style="font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Oxygen, Ubuntu, Roboto, Cantarell, 'Fira Sans', 'Droid Sans', 'Helvetica Neue', sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400;">Touble Tickets</span></td><td class="align-center" style="width: 33.3333%; height: 29px;"><span style="font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Oxygen, Ubuntu, Roboto, Cantarell, 'Fira Sans', 'Droid Sans', 'Helvetica Neue', sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400;">Quotes</span></td><td class="align-center" style="width: 33.3333%; height: 29px;"><span style="font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Oxygen, Ubuntu, Roboto, Cantarell, 'Fira Sans', 'Droid Sans', 'Helvetica Neue', sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400;">Purchase Orders</span></td></tr><tr style="height: 29px;"><td class="align-center" style="width: 33.3333%; height: 29px;"><span style="font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Oxygen, Ubuntu, Roboto, Cantarell, 'Fira Sans', 'Droid Sans', 'Helvetica Neue', sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400;">Sales Orders</span></td><td class="align-center" style="width: 33.3333%; height: 29px;"><span style="font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Oxygen, Ubuntu, Roboto, Cantarell, 'Fira Sans', 'Droid Sans', 'Helvetica Neue', sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400;">Products</span></td><td class="align-center" style="width: 33.3333%; height: 29px;"><span style="font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Oxygen, Ubuntu, Roboto, Cantarell, 'Fira Sans', 'Droid Sans', 'Helvetica Neue', sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400;">Documents</span></td></tr><tr style="height: 35px;"><td class="align-center" style="width: 33.3333%; height: 35px;"><span style="font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Oxygen, Ubuntu, Roboto, Cantarell, 'Fira Sans', 'Droid Sans', 'Helvetica Neue', sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400;">Invoices</span></td><td class="align-center" style="width: 33.3333%; height: 35px;"><span style="font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Oxygen, Ubuntu, Roboto, Cantarell, 'Fira Sans', 'Droid Sans', 'Helvetica Neue', sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400;">Services</span></td><td class="align-center" style="width: 33.3333%; height: 35px;"><span style="font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Oxygen, Ubuntu, Roboto, Cantarell, 'Fira Sans', 'Droid Sans', 'Helvetica Neue', sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400;">Service Contracts</span></td></tr><tr style="height: 29px;"><td class="align-center" style="width: 33.3333%; height: 29px;"><span style="font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Oxygen, Ubuntu, Roboto, Cantarell, 'Fira Sans', 'Droid Sans', 'Helvetica Neue', sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400;">Projects</span></td><td class="align-center" style="width: 33.3333%; height: 29px;"><span style="font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Oxygen, Ubuntu, Roboto, Cantarell, 'Fira Sans', 'Droid Sans', 'Helvetica Neue', sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400;">Processes</span></td><td class="align-center" style="width: 33.3333%; height: 29px;">Visit Reports</td></tr></tbody></table>

# 3.6 Potentials

<span style="color: #444444;"><span lang="en-GB">Potentials are starting points for negotiations. The module is organized with filters and information cards. Within the main information, a Potential must be correlated with a Company </span></span><span style="color: #444444;"><span lang="en-GB">/</span></span> <span style="color: #444444;"><span lang="en-GB">Contact</span></span> <span style="color: #444444;"><span lang="en-GB">(so that the commercial information flow is complete).</span></span>

<span style="color: #444444;"><span lang="en-GB">The relations menu gives access to the data of related modules. As usual, a relation can be added by pushing the relevant button</span></span> [![2.1 [8].PNG](https://usermanual.vtenext.com/uploads/images/gallery/2022-06/scaled-1680-/2-1-8.PNG)](https://usermanual.vtenext.com/uploads/images/gallery/2022-06/2-1-8.PNG). <span style="color: #444444;"><span lang="en-GB">For example,</span></span><span style="color: #444444;"><span lang="en-GB"> from a P</span></span><span style="color: #444444;"><span lang="en-GB">otential it is possible to progress to the next stage of the sales cycle by creating a Quotation, which is automatically correlated with the Potential</span></span> <span style="color: #444444;"><span lang="en-GB">/</span></span> <span style="color: #444444;"><span lang="en-GB">Account information.</span></span>

[![3.6 [1].PNG](https://usermanual.vtenext.com/uploads/images/gallery/2022-07/scaled-1680-/3-6-1.PNG)](https://usermanual.vtenext.com/uploads/images/gallery/2022-07/3-6-1.PNG)  
*Potential Detail*

*[![3.6 [2].PNG](https://usermanual.vtenext.com/uploads/images/gallery/2022-07/scaled-1680-/3-6-2.PNG)](https://usermanual.vtenext.com/uploads/images/gallery/2022-07/3-6-2.PNG)  
The image above shows a Quotation related to a Potential*

<table border="1" id="bkmrk-schema-di-organizzaz" style="border-collapse: collapse; width: 100%; height: 174px;"><tbody><tr style="height: 29px;"><td class="align-center" colspan="3" style="width: 33.3333%; height: 29px;">**Organizational layout of related modules**</td></tr><tr style="height: 29px;"><td class="align-center" style="width: 33.3333%; height: 29px;"><span style="font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Oxygen, Ubuntu, Roboto, Cantarell, 'Fira Sans', 'Droid Sans', 'Helvetica Neue', sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400;">Conversations</span></td><td class="align-center" style="width: 33.3333%; height: 29px;"><span style="font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Oxygen, Ubuntu, Roboto, Cantarell, 'Fira Sans', 'Droid Sans', 'Helvetica Neue', sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400;">Notes</span></td><td class="align-center" style="width: 33.3333%; height: 29px;">PDF Maker</td></tr><tr style="height: 29px;"><td class="align-center" style="width: 33.3333%; height: 29px;"><span style="font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Oxygen, Ubuntu, Roboto, Cantarell, 'Fira Sans', 'Droid Sans', 'Helvetica Neue', sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400;">Documents</span></td><td class="align-center" style="width: 33.3333%; height: 29px;">Activities (Calendar)</td><td class="align-center" style="width: 33.3333%; height: 29px;">Tasks (Calendar)</td></tr><tr style="height: 29px;"><td class="align-center" style="width: 33.3333%; height: 29px;">Products</td><td class="align-center" style="width: 33.3333%; height: 29px;"><span style="font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Oxygen, Ubuntu, Roboto, Cantarell, 'Fira Sans', 'Droid Sans', 'Helvetica Neue', sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400;">Contacts</span></td><td class="align-center" style="width: 33.3333%; height: 29px;">Quotes</td></tr><tr style="height: 29px;"><td class="align-center" style="width: 33.3333%; height: 29px;">Sales Orders</td><td class="align-center" style="width: 33.3333%; height: 29px;">Services</td><td class="align-center" style="width: 33.3333%; height: 29px;"><span style="font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Oxygen, Ubuntu, Roboto, Cantarell, 'Fira Sans', 'Droid Sans', 'Helvetica Neue', sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400;">Messages</span></td></tr><tr style="height: 29px;"><td class="align-center" style="width: 33.3333%; height: 29px;">Account</td><td class="align-center" style="width: 33.3333%; height: 29px;"><span style="font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Oxygen, Ubuntu, Roboto, Cantarell, 'Fira Sans', 'Droid Sans', 'Helvetica Neue', sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400;">Processes</span></td><td class="align-center" style="width: 33.3333%; height: 29px;"> </td></tr></tbody></table>

# 3.7 Quotes

<span style="color: #444444;"><span lang="en-GB">The Quotations module is again organized with filters and information cards (Customized Information, Address, Terms and Conditions, etc.). Within the main information a Quotation must be related to a Company and a Potential</span></span> <span style="color: #444444;"><span lang="en-GB">(so that the information flow is complete). The Quotation includes products and/or services to be added (+) along with quantity,</span></span> <span style="color: #444444;"><span lang="en-GB">price,</span></span> <span style="color: #444444;"><span lang="en-GB">discount,</span></span> <span style="color: #444444;"><span lang="en-GB">etc. </span></span><span style="color: #444444;"><span lang="en-GB">The relations menu gives access to (or addition of)</span></span> <span style="color: #444444;"><span lang="en-GB">correlated data.</span></span>

[![image-1655721493745.png](https://usermanual.vtenext.com/uploads/images/gallery/2022-06/scaled-1680-/image-1655721493745.png)](https://usermanual.vtenext.com/uploads/images/gallery/2022-06/image-1655721493745.png)

*Quote detail*

[![image-1655721639372.png](https://usermanual.vtenext.com/uploads/images/gallery/2022-06/scaled-1680-/image-1655721639372.png)](https://usermanual.vtenext.com/uploads/images/gallery/2022-06/image-1655721639372.png)*Products in a Quotation*

[![image-1655721865532.png](https://usermanual.vtenext.com/uploads/images/gallery/2022-06/scaled-1680-/image-1655721865532.png)](https://usermanual.vtenext.com/uploads/images/gallery/2022-06/image-1655721865532.png)

*Totals, Taxes, Discounts, and Shipping &amp; Handling Charges*

<table border="1" id="bkmrk-schema-di-organizzaz" style="border-collapse: collapse; width: 100%;"><tbody><tr><td class="align-center" colspan="3" style="width: 33.3333%;">**Organizational layout of related modules**</td></tr><tr><td class="align-center" style="width: 33.3333%;"><span style="font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Oxygen, Ubuntu, Roboto, Cantarell, 'Fira Sans', 'Droid Sans', 'Helvetica Neue', sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400;">Conversations</span></td><td class="align-center" style="width: 33.3333%;"><span style="font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Oxygen, Ubuntu, Roboto, Cantarell, 'Fira Sans', 'Droid Sans', 'Helvetica Neue', sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400;">Notes</span></td><td class="align-center" style="width: 33.3333%;"><span style="font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Oxygen, Ubuntu, Roboto, Cantarell, 'Fira Sans', 'Droid Sans', 'Helvetica Neue', sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400;">PDF Maker</span></td></tr><tr><td class="align-center" style="width: 33.3333%;"><span style="font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Oxygen, Ubuntu, Roboto, Cantarell, 'Fira Sans', 'Droid Sans', 'Helvetica Neue', sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400;">Messages</span></td><td class="align-center" style="width: 33.3333%;">Activities (Calendar)</td><td class="align-center" style="width: 33.3333%;">Tasks (Calendar)</td></tr><tr><td class="align-center" style="width: 33.3333%;"><span style="font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Oxygen, Ubuntu, Roboto, Cantarell, 'Fira Sans', 'Droid Sans', 'Helvetica Neue', sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400;">Sales Order</span></td><td class="align-center" style="width: 33.3333%;"><span style="font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Oxygen, Ubuntu, Roboto, Cantarell, 'Fira Sans', 'Droid Sans', 'Helvetica Neue', sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400;">Documents</span></td><td class="align-center" style="width: 33.3333%;"><span style="font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Oxygen, Ubuntu, Roboto, Cantarell, 'Fira Sans', 'Droid Sans', 'Helvetica Neue', sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400;">Processes</span></td></tr></tbody></table>

# 3.8 Sales Orders

<span style="color: #444444;"><span lang="en-GB">Sales Orders are also organized with filters and information cards.</span></span><span style="color: #444444;"><span lang="en-GB"> The main information must include a correlation between the Sales Order and </span></span><span style="color: #444444;"><span lang="en-GB">a Company/Contact, a Quotation, and also a Potential</span></span> <span style="color: #444444;"><span lang="en-GB">(so that the information flow is complete).  
</span></span><span style="color: #444444;"><span lang="en-GB">The relations menu can be used to access and add all correlated data for the modules that appear in the list</span></span><span style="color: #444444;"><span lang="en-GB">.</span></span> <span style="color: #444444;"><span lang="en-GB">For example,</span></span><span style="color: #444444;"><span lang="en-GB"> from a </span></span><span style="color: #444444;"><span lang="en-GB">Sales Order you can progress to the next stage in the sales cycle and create an Invoice.</span></span>

[![image-1655736507267.png](https://usermanual.vtenext.com/uploads/images/gallery/2022-06/scaled-1680-/image-1655736507267.png)](https://usermanual.vtenext.com/uploads/images/gallery/2022-06/image-1655736507267.png)

*Sales Order Detail*

[![image-1655736553250.png](https://usermanual.vtenext.com/uploads/images/gallery/2022-06/scaled-1680-/image-1655736553250.png)](https://usermanual.vtenext.com/uploads/images/gallery/2022-06/image-1655736553250.png)

*Products in a Sales Order*

[![image-1655736630706.png](https://usermanual.vtenext.com/uploads/images/gallery/2022-06/scaled-1680-/image-1655736630706.png)](https://usermanual.vtenext.com/uploads/images/gallery/2022-06/image-1655736630706.png)

*Sales Order Total, Taxes, Shipping &amp; Handling Charges, Discounts and Rounding off*

<table border="1" id="bkmrk-schema-di-organizzaz" style="border-collapse: collapse; width: 100%;"><tbody><tr><td class="align-center" colspan="3" style="width: 33.3333%;">**Organizational layout of related modules**</td></tr><tr><td class="align-center" style="width: 33.3333%;"><span style="font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Oxygen, Ubuntu, Roboto, Cantarell, 'Fira Sans', 'Droid Sans', 'Helvetica Neue', sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400;">Conversations</span></td><td class="align-center" style="width: 33.3333%;"><span style="font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Oxygen, Ubuntu, Roboto, Cantarell, 'Fira Sans', 'Droid Sans', 'Helvetica Neue', sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400;">Notes</span></td><td class="align-center" style="width: 33.3333%;"><span style="font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Oxygen, Ubuntu, Roboto, Cantarell, 'Fira Sans', 'Droid Sans', 'Helvetica Neue', sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400;">PDF Maker</span></td></tr><tr><td class="align-center" style="width: 33.3333%;"><span style="font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Oxygen, Ubuntu, Roboto, Cantarell, 'Fira Sans', 'Droid Sans', 'Helvetica Neue', sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400;">Invoices</span></td><td class="align-center" style="width: 33.3333%;"><span style="font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Oxygen, Ubuntu, Roboto, Cantarell, 'Fira Sans', 'Droid Sans', 'Helvetica Neue', sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400;">DDT</span></td><td class="align-center" style="width: 33.3333%;">Activities (Calendar)</td></tr><tr><td class="align-center" style="width: 33.3333%;">Tasks (Calendar)</td><td class="align-center" style="width: 33.3333%;"><span style="font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Oxygen, Ubuntu, Roboto, Cantarell, 'Fira Sans', 'Droid Sans', 'Helvetica Neue', sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400;">Documents</span></td><td class="align-center" style="width: 33.3333%;"><span style="font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Oxygen, Ubuntu, Roboto, Cantarell, 'Fira Sans', 'Droid Sans', 'Helvetica Neue', sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400;">Installations</span></td></tr><tr><td class="align-center" style="width: 33.3333%;"><span style="font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Oxygen, Ubuntu, Roboto, Cantarell, 'Fira Sans', 'Droid Sans', 'Helvetica Neue', sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400;">Project Tasks</span></td><td class="align-center" style="width: 33.3333%;"><span style="font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Oxygen, Ubuntu, Roboto, Cantarell, 'Fira Sans', 'Droid Sans', 'Helvetica Neue', sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400;">Service Contracts</span></td><td class="align-center" style="width: 33.3333%;"><span style="font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Oxygen, Ubuntu, Roboto, Cantarell, 'Fira Sans', 'Droid Sans', 'Helvetica Neue', sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400;">Messages</span></td></tr><tr><td class="align-center" style="width: 33.3333%;"><span style="font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Oxygen, Ubuntu, Roboto, Cantarell, 'Fira Sans', 'Droid Sans', 'Helvetica Neue', sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400;">Processes</span></td><td class="align-center" style="width: 33.3333%;"> </td><td class="align-center" style="width: 33.3333%;"> </td></tr></tbody></table>

# 3.9 Invoices

<span style="color: #444444;"><span lang="en-GB">Invoices are again organized with filters and information cards. Within the main information an Invoice</span></span> <span style="color: #444444;"><span lang="en-GB">must be correlated with a Company/Contact and also a Sales Order (so that the information flow is complete). </span></span><span style="color: #444444;"><span lang="en-GB">The relations menu gives access and enables addition of</span></span> <span style="color: #444444;"><span lang="en-GB">correlated data regarding the modules that appear in the list.</span></span>

[![image-1655736974819.png](https://usermanual.vtenext.com/uploads/images/gallery/2022-06/scaled-1680-/image-1655736974819.png)](https://usermanual.vtenext.com/uploads/images/gallery/2022-06/image-1655736974819.png)

*Invoice details*

[![image-1655737023315.png](https://usermanual.vtenext.com/uploads/images/gallery/2022-06/scaled-1680-/image-1655737023315.png)](https://usermanual.vtenext.com/uploads/images/gallery/2022-06/image-1655737023315.png)

*Products in an Invoice*

[![image-1655737080418.png](https://usermanual.vtenext.com/uploads/images/gallery/2022-06/scaled-1680-/image-1655737080418.png)](https://usermanual.vtenext.com/uploads/images/gallery/2022-06/image-1655737080418.png)

*Invoice Total, Discounts, Shipping &amp; Handling Charges, Rounding off*

<table border="1" id="bkmrk-schema-di-organizzaz" style="border-collapse: collapse; width: 100%; height: 203px;"><tbody><tr style="height: 29px;"><td class="align-center" colspan="3" style="width: 33.3333%; height: 29px;">**Organizational layout of related modules**</td></tr><tr style="height: 29px;"><td class="align-center" style="width: 33.3333%; height: 29px;"><span style="font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Oxygen, Ubuntu, Roboto, Cantarell, 'Fira Sans', 'Droid Sans', 'Helvetica Neue', sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400;">Conversations</span></td><td class="align-center" style="width: 33.3333%; height: 29px;"><span style="font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Oxygen, Ubuntu, Roboto, Cantarell, 'Fira Sans', 'Droid Sans', 'Helvetica Neue', sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400;">Notes</span></td><td class="align-center" style="width: 33.3333%; height: 29px;"><span style="font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Oxygen, Ubuntu, Roboto, Cantarell, 'Fira Sans', 'Droid Sans', 'Helvetica Neue', sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400;">PDF Maker</span></td></tr><tr style="height: 29px;"><td class="align-center" style="width: 33.3333%; height: 29px;">Activities (Calendar)</td><td class="align-center" style="width: 33.3333%; height: 29px;">Tasks (Calendar)</td><td class="align-center" style="width: 33.3333%; height: 29px;"><span style="font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Oxygen, Ubuntu, Roboto, Cantarell, 'Fira Sans', 'Droid Sans', 'Helvetica Neue', sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400;">Documents</span></td></tr><tr style="height: 29px;"><td class="align-center" style="width: 33.3333%; height: 29px;"><span style="font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Oxygen, Ubuntu, Roboto, Cantarell, 'Fira Sans', 'Droid Sans', 'Helvetica Neue', sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400;">DDT</span></td><td class="align-center" style="width: 33.3333%; height: 29px;"><span style="font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Oxygen, Ubuntu, Roboto, Cantarell, 'Fira Sans', 'Droid Sans', 'Helvetica Neue', sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400;">Installations</span></td><td class="align-center" style="width: 33.3333%; height: 29px;"><span style="font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Oxygen, Ubuntu, Roboto, Cantarell, 'Fira Sans', 'Droid Sans', 'Helvetica Neue', sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400;">Messages</span></td></tr><tr style="height: 29px;"><td class="align-center" style="width: 33.3333%; height: 29px;"><span style="font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Oxygen, Ubuntu, Roboto, Cantarell, 'Fira Sans', 'Droid Sans', 'Helvetica Neue', sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400;">Processes</span></td><td class="align-center" style="width: 33.3333%; height: 29px;"> </td><td class="align-center" style="width: 33.3333%; height: 29px;"> </td></tr></tbody></table>

# 3.10 Products

<span style="color: #444444;"><span lang="en-GB">In</span></span> <span style="color: #444444;"><span lang="en-GB">Wilson</span></span> <span style="color: #444444;"><span lang="en-GB">for</span></span> <span style="color: #444444;"><span lang="en-GB">vtenext the Products module only exists as a relation for other modules that use it,</span></span> <span style="color: #444444;"><span lang="en-GB">like Quotations,</span></span> <span style="color: #444444;"><span lang="en-GB">Sales Orders,</span></span> <span style="color: #444444;"><span lang="en-GB">Purchase Orders,</span></span> <span style="color: #444444;"><span lang="en-GB">Invoices,</span></span> <span style="color: #444444;"><span lang="en-GB">etc.</span></span>

<span style="color: #444444;">[![3.10 [1].PNG](https://usermanual.vtenext.com/uploads/images/gallery/2022-07/scaled-1680-/3-10-1.PNG)](https://usermanual.vtenext.com/uploads/images/gallery/2022-07/3-10-1.PNG)  
*Product description*  
</span>

# 3.11 Installations

<span style="color: #444444;"><span lang="en-GB">Installations are organized with filters and information cards. Within the main information an Installation must be related to a Product and a Company, and also requires a Serial Number. A connection is also required with a Sales Order and an Invoice (so that the information flow is complete).  
</span></span><span style="color: #444444;"><span lang="en-GB">The relations menu can be used to access and add all correlated data for the modules that appear in the list.</span></span>

[![3.11 [1].PNG](https://usermanual.vtenext.com/uploads/images/gallery/2022-07/scaled-1680-/3-11-1.PNG)](https://usermanual.vtenext.com/uploads/images/gallery/2022-07/3-11-1.PNG)  
*Installation details*

<table border="1" id="bkmrk-schema-di-organizzaz" style="border-collapse: collapse; width: 100%; height: 124px;"><tbody><tr style="height: 31px;"><td class="align-center" colspan="3" style="width: 33.3333%; height: 31px;">**Schema di organizzazione dei moduli relazionati**</td></tr><tr style="height: 31px;"><td class="align-center" style="width: 33.3333%; height: 31px;"><span style="font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Oxygen, Ubuntu, Roboto, Cantarell, 'Fira Sans', 'Droid Sans', 'Helvetica Neue', sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400;">Conversations</span></td><td class="align-center" style="width: 33.3333%; height: 31px;">Notes</td><td class="align-center" style="width: 33.3333%; height: 31px;"><span style="font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Oxygen, Ubuntu, Roboto, Cantarell, 'Fira Sans', 'Droid Sans', 'Helvetica Neue', sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400;">Trouble Tickets</span></td></tr><tr style="height: 31px;"><td class="align-center" style="width: 33.3333%; height: 31px;"><span style="font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Oxygen, Ubuntu, Roboto, Cantarell, 'Fira Sans', 'Droid Sans', 'Helvetica Neue', sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400;">Messages</span></td><td class="align-center" style="width: 33.3333%; height: 31px;">Documents</td><td class="align-center" style="width: 33.3333%; height: 31px;"><span style="font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Oxygen, Ubuntu, Roboto, Cantarell, 'Fira Sans', 'Droid Sans', 'Helvetica Neue', sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400;">Processes</span></td></tr></tbody></table>

# 3.12 Services

<span style="color: #444444;"><span lang="en-GB">This module contains the list of services that can be offered to customers.</span></span> <span style="color: #444444;"><span lang="en-GB">As in the Web version,</span></span> <span style="color: #444444;"><span lang="en-GB">they differ from Products only by including management of man hours,</span></span> <span style="color: #444444;"><span lang="en-GB">which is difficult to manage using the Products module.</span></span> <span style="color: #444444;"><span lang="en-GB">The relations menu can be used to access and possibly add data correlated with the related modules present.</span></span>

[![3.12 [1].PNG](https://usermanual.vtenext.com/uploads/images/gallery/2022-07/scaled-1680-/3-12-1.PNG)](https://usermanual.vtenext.com/uploads/images/gallery/2022-07/3-12-1.PNG)  
*Service detail*

<table border="1" id="bkmrk-schema-di-organizzaz" style="border-collapse: collapse; width: 100%; height: 203px;"><tbody><tr style="height: 29px;"><td class="align-center" colspan="3" style="width: 33.3333%; height: 29px;">**Organizational layout of related modules**</td></tr><tr style="height: 29px;"><td class="align-center" style="width: 33.3333%; height: 29px;">Conversations</td><td class="align-center" style="width: 33.3333%; height: 29px;">Notes</td><td class="align-center" style="width: 33.3333%; height: 29px;"><span style="font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Oxygen, Ubuntu, Roboto, Cantarell, 'Fira Sans', 'Droid Sans', 'Helvetica Neue', sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400;">Quotes</span></td></tr><tr style="height: 29px;"><td class="align-center" style="width: 33.3333%; height: 29px;"><span style="font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Oxygen, Ubuntu, Roboto, Cantarell, 'Fira Sans', 'Droid Sans', 'Helvetica Neue', sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400;">Sales Orders</span></td><td class="align-center" style="width: 33.3333%; height: 29px;"><span style="font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Oxygen, Ubuntu, Roboto, Cantarell, 'Fira Sans', 'Droid Sans', 'Helvetica Neue', sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400;">Invoices</span></td><td class="align-center" style="width: 33.3333%; height: 29px;"><span style="font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Oxygen, Ubuntu, Roboto, Cantarell, 'Fira Sans', 'Droid Sans', 'Helvetica Neue', sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400;">Accounts</span></td></tr><tr style="height: 29px;"><td class="align-center" style="width: 33.3333%; height: 29px;"><span style="font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Oxygen, Ubuntu, Roboto, Cantarell, 'Fira Sans', 'Droid Sans', 'Helvetica Neue', sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400;">Potentials</span></td><td class="align-center" style="width: 33.3333%; height: 29px;"><span style="font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Oxygen, Ubuntu, Roboto, Cantarell, 'Fira Sans', 'Droid Sans', 'Helvetica Neue', sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400;">Messages</span></td><td class="align-center" style="width: 33.3333%; height: 29px;"><span style="font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Oxygen, Ubuntu, Roboto, Cantarell, 'Fira Sans', 'Droid Sans', 'Helvetica Neue', sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400;">Trouble Tickets</span></td></tr><tr style="height: 29px;"><td class="align-center" style="width: 33.3333%; height: 29px;"><span style="font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Oxygen, Ubuntu, Roboto, Cantarell, 'Fira Sans', 'Droid Sans', 'Helvetica Neue', sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400;">Purchase Orders</span></td><td class="align-center" style="width: 33.3333%; height: 29px;"><span style="font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Oxygen, Ubuntu, Roboto, Cantarell, 'Fira Sans', 'Droid Sans', 'Helvetica Neue', sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400;">Leads</span></td><td class="align-center" style="width: 33.3333%; height: 29px;">Contacts</td></tr><tr style="height: 29px;"><td class="align-center" style="width: 33.3333%; height: 29px;"><span style="font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Oxygen, Ubuntu, Roboto, Cantarell, 'Fira Sans', 'Droid Sans', 'Helvetica Neue', sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400;">Documents</span></td><td class="align-center" style="width: 33.3333%; height: 29px;"><span style="font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Oxygen, Ubuntu, Roboto, Cantarell, 'Fira Sans', 'Droid Sans', 'Helvetica Neue', sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400;">Service Cotracts</span></td><td class="align-center" style="width: 33.3333%; height: 29px;">Processes</td></tr></tbody></table>

# 3.13 Service Contracts

<span style="color: #444444;"><span lang="en-GB">Service Contracts</span></span> <span style="color: #444444;"><span lang="en-GB">(services measured in hours/days) are organized with filters and information cards.</span></span> <span style="color: #444444;"><span lang="en-GB">They include direct relations with Companies, Sales Orders, and Services (so that the information flow is complete).</span></span>

[![3.13 [1].PNG](https://usermanual.vtenext.com/uploads/images/gallery/2022-07/scaled-1680-/3-13-1.PNG)](https://usermanual.vtenext.com/uploads/images/gallery/2022-07/3-13-1.PNG)  
*Service Contract detail*

<table border="1" id="bkmrk-schema-di-organizzaz" style="border-collapse: collapse; width: 100%;"><tbody><tr><td class="align-center" colspan="3" style="width: 33.3333%;">**Organizational layout of related modules**</td></tr><tr><td class="align-center" style="width: 33.3333%;"><span style="font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Oxygen, Ubuntu, Roboto, Cantarell, 'Fira Sans', 'Droid Sans', 'Helvetica Neue', sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400;">Conversations</span></td><td class="align-center" style="width: 33.3333%;"><span style="font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Oxygen, Ubuntu, Roboto, Cantarell, 'Fira Sans', 'Droid Sans', 'Helvetica Neue', sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400;">Notes</span></td><td class="align-center" style="width: 33.3333%;"><span style="font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Oxygen, Ubuntu, Roboto, Cantarell, 'Fira Sans', 'Droid Sans', 'Helvetica Neue', sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400;">Trouble Tickets</span></td></tr><tr><td class="align-center" style="width: 33.3333%;">Messages</td><td class="align-center" style="width: 33.3333%;"><span style="font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Oxygen, Ubuntu, Roboto, Cantarell, 'Fira Sans', 'Droid Sans', 'Helvetica Neue', sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400;">Documents</span></td><td class="align-center" style="width: 33.3333%;">Processes</td></tr></tbody></table>

# 3.14 Trouble Tickets

<span style="color: #444444;"><span lang="en-GB">The Help Desk module contains all the Trouble Tickets opened by customers or internally by the Technical Support staff.</span></span> <span style="color: #444444;"><span lang="en-GB">They can be related to Companies/Contacts,</span></span> <span style="color: #444444;"><span lang="en-GB">a Product,</span></span> <span style="color: #444444;"><span lang="en-GB">Project, or Project Activity.</span></span>

[![3.14 [1].PNG](https://usermanual.vtenext.com/uploads/images/gallery/2022-07/scaled-1680-/3-14-1.PNG)](https://usermanual.vtenext.com/uploads/images/gallery/2022-07/3-14-1.PNG)  
*Trouble Tickets detail*

<span style="color: #444444;"><span lang="en-GB">In a Ticket display view there is an area for signing by the customer. This serves for the creation of an Intervention Report that can be sent to the customer in PDF format, containing all the Ticket data including the signature (as shown below).</span></span>

[![image-1657553578664.png](https://usermanual.vtenext.com/uploads/images/gallery/2022-07/scaled-1680-/image-1657553578664.png)](https://usermanual.vtenext.com/uploads/images/gallery/2022-07/image-1657553578664.png)

*Ticket Signature detail*

[![3.14 [2].PNG](https://usermanual.vtenext.com/uploads/images/gallery/2022-06/scaled-1680-/3-14-2.PNG)](https://usermanual.vtenext.com/uploads/images/gallery/2022-06/3-14-2.PNG)  
*Ticket Signature Window detail*

<table border="1" id="bkmrk-schema-di-organizzaz" style="border-collapse: collapse; width: 100%; height: 232px;"><tbody><tr style="height: 29px;"><td class="align-center" colspan="3" style="width: 33.3333%; height: 29px;">**Organizational layout of related modules** </td></tr><tr style="height: 29px;"><td class="align-center" style="width: 33.3333%; height: 29px;">Comments</td><td class="align-center" style="width: 33.3333%; height: 29px;">Conversations</td><td class="align-center" style="width: 33.3333%; height: 29px;">Notes</td></tr><tr style="height: 29px;"><td class="align-center" style="width: 33.3333%; height: 29px;">PDF Maker</td><td class="align-center" style="width: 33.3333%; height: 29px;"><span style="font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Oxygen, Ubuntu, Roboto, Cantarell, 'Fira Sans', 'Droid Sans', 'Helvetica Neue', sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400;">Messages</span></td><td class="align-center" style="width: 33.3333%; height: 29px;">Activities (Calendar)</td></tr><tr style="height: 29px;"><td class="align-center" style="width: 33.3333%; height: 29px;">Tasks (Calendar)</td><td class="align-center" style="width: 33.3333%; height: 29px;"><span style="font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Oxygen, Ubuntu, Roboto, Cantarell, 'Fira Sans', 'Droid Sans', 'Helvetica Neue', sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400;">Documents</span></td><td class="align-center" style="width: 33.3333%; height: 29px;"><span style="font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Oxygen, Ubuntu, Roboto, Cantarell, 'Fira Sans', 'Droid Sans', 'Helvetica Neue', sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400;">Services</span></td></tr><tr style="height: 29px;"><td class="align-center" style="width: 33.3333%; height: 29px;"><span style="font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Oxygen, Ubuntu, Roboto, Cantarell, 'Fira Sans', 'Droid Sans', 'Helvetica Neue', sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400;">Service Contracts</span></td><td class="align-center" style="width: 33.3333%; height: 29px;"><span style="font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Oxygen, Ubuntu, Roboto, Cantarell, 'Fira Sans', 'Droid Sans', 'Helvetica Neue', sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400;">Installations</span></td><td class="align-center" style="width: 33.3333%; height: 29px;"><span style="font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Oxygen, Ubuntu, Roboto, Cantarell, 'Fira Sans', 'Droid Sans', 'Helvetica Neue', sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400;">Interventions</span></td></tr><tr style="height: 29px;"><td class="align-center" style="width: 33.3333%; height: 29px;"><span style="font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Oxygen, Ubuntu, Roboto, Cantarell, 'Fira Sans', 'Droid Sans', 'Helvetica Neue', sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400;">Processes</span></td><td class="align-center" style="width: 33.3333%; height: 29px;"> </td><td class="align-center" style="width: 33.3333%; height: 29px;"> </td></tr></tbody></table>

# 3.15 Projects

<span style="color: #444444;"><span lang="en-GB">Projects is the most appropriate place for managing a new project, checking its development, and coordinating resources.</span></span> <span style="color: #444444;"><span lang="en-GB">A Plan is typically linked to an Account</span></span> <span style="color: #444444;"><span lang="en-GB">and its Operations.</span></span>

[![3.15 [1].PNG](https://usermanual.vtenext.com/uploads/images/gallery/2022-07/scaled-1680-/3-15-1.PNG)](https://usermanual.vtenext.com/uploads/images/gallery/2022-07/3-15-1.PNG)  
*Project details*

[![3.15 [3].PNG](https://usermanual.vtenext.com/uploads/images/gallery/2022-07/scaled-1680-/3-15-3.PNG)](https://usermanual.vtenext.com/uploads/images/gallery/2022-07/3-15-3.PNG)  
*Operations related to a Plan*

<table border="1" id="bkmrk-schema-di-organizzaz" style="border-collapse: collapse; width: 100%;"><tbody><tr><td class="align-center" colspan="3" style="width: 33.3333%;">**Organizational layout of related modules**</td></tr><tr><td class="align-center" style="width: 33.3333%;">Conversations</td><td class="align-center" style="width: 33.3333%;">Notes</td><td class="align-center" style="width: 33.3333%;">Trouble Tickets</td></tr><tr><td class="align-center" style="width: 33.3333%;">Messages</td><td class="align-center" style="width: 33.3333%;">Project Tasks</td><td class="align-center" style="width: 33.3333%;">Milestones</td></tr><tr><td class="align-center" style="width: 33.3333%;">Documents</td><td class="align-center" style="width: 33.3333%;">Activities (Calendar)</td><td class="align-center" style="width: 33.3333%;">Tasks (Calendar)</td></tr><tr><td class="align-center" style="width: 33.3333%;"><span style="font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Oxygen, Ubuntu, Roboto, Cantarell, 'Fira Sans', 'Droid Sans', 'Helvetica Neue', sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400;">Processes</span></td><td class="align-center" style="width: 33.3333%;"> </td><td class="align-center" style="width: 33.3333%;"> </td></tr></tbody></table>

# 3.16 Project Tasks

<span style="color: #444444;"><span lang="en-GB">Project Tasks are part of a Plan and are important for establishing “who does what” within a project. Each operation contains information regarding a specific work process,</span></span><span style="color: #444444;"><span lang="en-GB"> including progress as a percentage</span></span><span style="color: #444444;"><span lang="en-GB"> of completion.</span></span> <span style="color: #444444;"><span lang="en-GB">This provides a clear overview for Plans.   
</span></span><span style="color: #444444;"><span lang="en-GB">Like the other modules, Operations is organized with filters and information cards.</span></span><span style="color: #444444;"><span lang="en-GB"> Within the main information a project activity must be correlated with </span></span><span style="color: #444444;"><span lang="en-GB">a Project and a Sales Order (so that the information flow is complete).</span></span>

[![3.16 [1].PNG](https://usermanual.vtenext.com/uploads/images/gallery/2022-07/scaled-1680-/3-16-1.PNG)](https://usermanual.vtenext.com/uploads/images/gallery/2022-07/3-16-1.PNG)  
*Project Task detail*

<table border="1" id="bkmrk-schema-di-organizzaz" style="border-collapse: collapse; width: 100%;"><tbody><tr><td class="align-center" colspan="3" style="width: 33.3333%;">**Organizational layout of related modules**</td></tr><tr><td class="align-center" style="width: 33.3333%;">Conversations</td><td class="align-center" style="width: 33.3333%;">Notes</td><td class="align-center" style="width: 33.3333%;">PDF Maker</td></tr><tr><td class="align-center" style="width: 33.3333%;">Activities (Calendar)</td><td class="align-center" style="width: 33.3333%;">Tasks (Calendar)</td><td class="align-center" style="width: 33.3333%;">Trouble Tickets</td></tr><tr><td class="align-center" style="width: 33.3333%;"><span style="font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Oxygen, Ubuntu, Roboto, Cantarell, 'Fira Sans', 'Droid Sans', 'Helvetica Neue', sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400;">Messages</span></td><td class="align-center" style="width: 33.3333%;"><span style="font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Oxygen, Ubuntu, Roboto, Cantarell, 'Fira Sans', 'Droid Sans', 'Helvetica Neue', sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400;">Documents</span></td><td class="align-center" style="width: 33.3333%;">Processes</td></tr></tbody></table>

# 3.17 Milestones

<span style="color: #444444;"><span lang="en-GB">Milestones are useful for managing project deadlines or daily/weekly/monthly/annual company Milestones. As in the other modules, Milestones</span></span> <span style="color: #444444;"><span lang="en-GB">are organized with filters and information cards and must be correlated with a project.</span></span>

[![3.17 [1].PNG](https://usermanual.vtenext.com/uploads/images/gallery/2022-07/scaled-1680-/3-17-1.PNG)](https://usermanual.vtenext.com/uploads/images/gallery/2022-07/3-17-1.PNG)  
*Milestone detail*

<table border="1" id="bkmrk-schema-di-organizzaz" style="border-collapse: collapse; width: 100%;"><tbody><tr><td class="align-center" colspan="3" style="width: 33.3333%;">**Organizational layout of related modules**</td></tr><tr><td class="align-center" style="width: 33.3333%;">Conversations</td><td class="align-center" style="width: 33.3333%;">Notes</td><td class="align-center" style="width: 33.3333%;"><span style="font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Oxygen, Ubuntu, Roboto, Cantarell, 'Fira Sans', 'Droid Sans', 'Helvetica Neue', sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400;">Messages</span></td></tr><tr><td class="align-center" style="width: 33.3333%;">Activities (Calendar)</td><td class="align-center" style="width: 33.3333%;">Tasks (Calendar)</td><td class="align-center" style="width: 33.3333%;">Processes</td></tr></tbody></table>

# 3.18 Vendors

<span style="color: #444444;"><span lang="en-GB">This module is for managing the purchasing cycle.</span></span> <span style="color: #444444;"><span lang="en-GB">Vendors are organized with filters and information cards (main information,</span></span> <span style="color: #444444;"><span lang="en-GB">address,</span></span> <span style="color: #444444;"><span lang="en-GB">notes,</span></span> <span style="color: #444444;"><span lang="en-GB">etc.).  
</span></span><span style="color: #444444;"><span lang="en-GB">The Purchase Orders module also appears within the Vendors module.</span></span> <span style="color: #444444;"><span lang="en-GB">This assists management of the purchasing cycle and shows profit margins on Products.</span></span>

[![image-1657555255808.png](https://usermanual.vtenext.com/uploads/images/gallery/2022-07/scaled-1680-/image-1657555255808.png)](https://usermanual.vtenext.com/uploads/images/gallery/2022-07/image-1657555255808.png)

*Vendor detail*

<table border="1" id="bkmrk-schema-di-organizzaz" style="border-collapse: collapse; width: 100%;"><tbody><tr><td class="align-center" colspan="3" style="width: 33.3333%;">**Organizational layout of related modules**</td></tr><tr><td class="align-center" style="width: 33.3333%;"><span style="font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Oxygen, Ubuntu, Roboto, Cantarell, 'Fira Sans', 'Droid Sans', 'Helvetica Neue', sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400;">Conversations</span></td><td class="align-center" style="width: 33.3333%;"><span style="font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Oxygen, Ubuntu, Roboto, Cantarell, 'Fira Sans', 'Droid Sans', 'Helvetica Neue', sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400;">Notes</span></td><td class="align-center" style="width: 33.3333%;"><span style="font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Oxygen, Ubuntu, Roboto, Cantarell, 'Fira Sans', 'Droid Sans', 'Helvetica Neue', sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400;">Contacts</span></td></tr><tr><td class="align-center" style="width: 33.3333%;"><span style="font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Oxygen, Ubuntu, Roboto, Cantarell, 'Fira Sans', 'Droid Sans', 'Helvetica Neue', sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400;">Documents</span></td><td class="align-center" style="width: 33.3333%;"><span style="font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Oxygen, Ubuntu, Roboto, Cantarell, 'Fira Sans', 'Droid Sans', 'Helvetica Neue', sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400;">Messages</span></td><td class="align-center" style="width: 33.3333%;">Products</td></tr><tr><td class="align-center" style="width: 33.3333%;">Purchase Orders</td><td class="align-center" style="width: 33.3333%;">Activities (Calendar)</td><td class="align-center" style="width: 33.3333%;">Tasks (Calendar)</td></tr><tr><td class="align-center" style="width: 33.3333%;">Projects</td><td class="align-center" style="width: 33.3333%;"><span style="font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Oxygen, Ubuntu, Roboto, Cantarell, 'Fira Sans', 'Droid Sans', 'Helvetica Neue', sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400;">Processes</span></td><td class="align-center" style="width: 33.3333%;"> </td></tr></tbody></table>

# 3.19 Purchase Orders

<span style="color: #444444;"><span lang="en-GB">Purchase Orders are again organized with filters and information cards (main information,</span></span> <span style="color: #444444;"><span lang="en-GB">address, terms and conditions, etc.). Within the main information, a Purchase Order must be related to a Vendor as part of the purchasing cycle.</span></span>

[![image-1657555535569.png](https://usermanual.vtenext.com/uploads/images/gallery/2022-07/scaled-1680-/image-1657555535569.png)](https://usermanual.vtenext.com/uploads/images/gallery/2022-07/image-1657555535569.png)

*Purchase Order detail*

[![image-1657555584532.png](https://usermanual.vtenext.com/uploads/images/gallery/2022-07/scaled-1680-/image-1657555584532.png)](https://usermanual.vtenext.com/uploads/images/gallery/2022-07/image-1657555584532.png)

*Products in Purchase Order*

<table border="1" id="bkmrk-schema-di-organizzaz" style="border-collapse: collapse; width: 100%; height: 174px;"><tbody><tr style="height: 29px;"><td class="align-center" colspan="3" style="width: 33.3333%; height: 29px;">**Organizational layout of related modules**</td></tr><tr style="height: 29px;"><td class="align-center" style="width: 33.3333%; height: 29px;"><span style="font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Oxygen, Ubuntu, Roboto, Cantarell, 'Fira Sans', 'Droid Sans', 'Helvetica Neue', sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400;">Conversations</span></td><td class="align-center" style="width: 33.3333%; height: 29px;"><span style="font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Oxygen, Ubuntu, Roboto, Cantarell, 'Fira Sans', 'Droid Sans', 'Helvetica Neue', sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400;">Notes</span></td><td class="align-center" style="width: 33.3333%; height: 29px;"><span style="font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Oxygen, Ubuntu, Roboto, Cantarell, 'Fira Sans', 'Droid Sans', 'Helvetica Neue', sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400;">PDF Maker</span></td></tr><tr style="height: 29px;"><td class="align-center" style="width: 33.3333%; height: 29px;">Activities (Calendar)</td><td class="align-center" style="width: 33.3333%; height: 29px;">Tasks (Calendar)</td><td class="align-center" style="width: 33.3333%; height: 29px;"><span style="font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Oxygen, Ubuntu, Roboto, Cantarell, 'Fira Sans', 'Droid Sans', 'Helvetica Neue', sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400;">Documents</span></td></tr><tr style="height: 29px;"><td class="align-center" style="width: 33.3333%; height: 29px;"><span style="font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Oxygen, Ubuntu, Roboto, Cantarell, 'Fira Sans', 'Droid Sans', 'Helvetica Neue', sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400;">Messages</span></td><td class="align-center" style="width: 33.3333%; height: 29px;"><span style="font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Oxygen, Ubuntu, Roboto, Cantarell, 'Fira Sans', 'Droid Sans', 'Helvetica Neue', sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400;">Processes</span></td><td class="align-center" style="width: 33.3333%; height: 29px;"> </td></tr></tbody></table>

# 3.20 Visit Reports

<span style="color: #444444;"><span lang="en-GB">This module is for managing visits to potential or established customers. As usual it is organized with filters and information cards, where it is possible to note down the details of a visit (main information,</span></span> <span style="color: #444444;"><span lang="en-GB">expenses,</span></span> <span style="color: #444444;"><span lang="en-GB">etc.).  
</span></span><span style="color: #444444;"><span lang="en-GB">It is also possible to send a PDF document to a potential customer with details of a completed visit. This provides the customer with a reminder of the visit.</span></span>

[![image-1657555927508.png](https://usermanual.vtenext.com/uploads/images/gallery/2022-07/scaled-1680-/image-1657555927508.png)](https://usermanual.vtenext.com/uploads/images/gallery/2022-07/image-1657555927508.png)

*Visit Reports detail*

<table border="1" id="bkmrk-schema-di-organizzaz" style="border-collapse: collapse; width: 100%;"><tbody><tr><td class="align-center" colspan="3" style="width: 33.3333%;">**Organizational layout of related modules** </td></tr><tr><td class="align-center" style="width: 33.3333%;"><span style="font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Oxygen, Ubuntu, Roboto, Cantarell, 'Fira Sans', 'Droid Sans', 'Helvetica Neue', sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400;">Conversations</span></td><td class="align-center" style="width: 33.3333%;"><span style="font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Oxygen, Ubuntu, Roboto, Cantarell, 'Fira Sans', 'Droid Sans', 'Helvetica Neue', sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400;">Notes</span></td><td class="align-center" style="width: 33.3333%;"><span style="font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Oxygen, Ubuntu, Roboto, Cantarell, 'Fira Sans', 'Droid Sans', 'Helvetica Neue', sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400;">Products</span></td></tr><tr><td class="align-center" style="width: 33.3333%;">Activities (Calendar)</td><td class="align-center" style="width: 33.3333%;">Tasks (Calendar)</td><td class="align-center" style="width: 33.3333%;"><span style="font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Oxygen, Ubuntu, Roboto, Cantarell, 'Fira Sans', 'Droid Sans', 'Helvetica Neue', sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400;">Messages</span></td></tr><tr><td class="align-center" style="width: 33.3333%;">PDF Maker</td><td class="align-center" style="width: 33.3333%;"><span style="font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Oxygen, Ubuntu, Roboto, Cantarell, 'Fira Sans', 'Droid Sans', 'Helvetica Neue', sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400;">Processes</span></td><td class="align-center" style="width: 33.3333%;"> </td></tr></tbody></table>

# 3.21 Delivery Notes

<span style="color: #444444;"><span lang="en-GB">Like all the VTENEXT modules, Delivery Notes are organized with filters and information cards.</span></span> <span style="color: #444444;"><span lang="en-GB">They must be related to a customer order and an account.</span></span>

[![image-1657556222956.png](https://usermanual.vtenext.com/uploads/images/gallery/2022-07/scaled-1680-/image-1657556222956.png)](https://usermanual.vtenext.com/uploads/images/gallery/2022-07/image-1657556222956.png)

*Delivery Notes detail*

[![image-1657556271909.png](https://usermanual.vtenext.com/uploads/images/gallery/2022-07/scaled-1680-/image-1657556271909.png)](https://usermanual.vtenext.com/uploads/images/gallery/2022-07/image-1657556271909.png)

*Products in a Delivery Note*

<table border="1" id="bkmrk-schema-di-organizzaz" style="border-collapse: collapse; width: 100%; height: 116px;"><tbody><tr style="height: 29px;"><td class="align-center" colspan="3" style="width: 99.9999%; height: 29px;">**Organizational layout of related modules**</td></tr><tr style="height: 29px;"><td class="align-center" style="width: 33.3333%; height: 29px;"><span style="font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Oxygen, Ubuntu, Roboto, Cantarell, 'Fira Sans', 'Droid Sans', 'Helvetica Neue', sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400;">Conversations</span></td><td class="align-center" style="width: 33.3333%; height: 29px;"><span style="font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Oxygen, Ubuntu, Roboto, Cantarell, 'Fira Sans', 'Droid Sans', 'Helvetica Neue', sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400;">Notes</span></td><td class="align-center" style="width: 33.3333%; height: 29px;"><span style="font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Oxygen, Ubuntu, Roboto, Cantarell, 'Fira Sans', 'Droid Sans', 'Helvetica Neue', sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400;">PDF Maker</span></td></tr><tr style="height: 29px;"><td class="align-center" style="width: 33.3333%; height: 29px;"><span style="font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Oxygen, Ubuntu, Roboto, Cantarell, 'Fira Sans', 'Droid Sans', 'Helvetica Neue', sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400;">Documents</span></td><td class="align-center" style="width: 33.3333%; height: 29px;"><span style="font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Oxygen, Ubuntu, Roboto, Cantarell, 'Fira Sans', 'Droid Sans', 'Helvetica Neue', sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400;">Invoices</span></td><td class="align-center" style="width: 33.3333%; height: 29px;"><span style="font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Oxygen, Ubuntu, Roboto, Cantarell, 'Fira Sans', 'Droid Sans', 'Helvetica Neue', sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400;">Messages</span></td></tr><tr style="height: 29px;"><td class="align-center" style="width: 33.3333%; height: 29px;"><span style="font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Oxygen, Ubuntu, Roboto, Cantarell, 'Fira Sans', 'Droid Sans', 'Helvetica Neue', sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400;">Processes</span></td><td class="align-center" style="width: 33.3333%; height: 29px;"> </td><td class="align-center" style="width: 33.3333%; height: 29px;"> </td></tr></tbody></table>