Wilson for vtenext App - User Manual
Wilson for vtenext enables you to work anywhere, just as if you were sitting in your office in front of a computer. The App connects to the VTE service (both Cloud and On Site) and offers direct operation on data to manage diary entries, contacts, potential customers, projects, and much more. With Wilson you do not even need the native smartphone/tablet instruments, like for example the calendar and address book.
- 1. Access and Homepage
- 2. Instruments
- 3. Modules
- 3.1 Calendar and Tasks
- 3.2 Messages
- 3.3 Leads
- 3.4 Accounts
- 3.5 Contacts
- 3.6 Potentials
- 3.7 Quotes
- 3.8 Sales Orders
- 3.9 Invoices
- 3.10 Products
- 3.11 Installations
- 3.12 Services
- 3.13 Service Contracts
- 3.14 Trouble Tickets
- 3.15 Projects
- 3.16 Project Tasks
- 3.17 Milestones
- 3.18 Vendors
- 3.19 Purchase Orders
- 3.20 Visit Reports
- 3.21 Delivery Notes
- 4. Conversations
- 5. Settings
- 6. Global Research
1. Access and Homepage
Wilson for vtenext allows you to work anywhere, just as if you were sitting in your office in front of a computer. The App connects to the vtenext service (both Cloud and On Site) and offers direct operation on data to manage diary entries, contacts, potential customers, projects, and much more. With Wilson for vtenext you do not even need the native smartphone/tablet instruments, like for example the calendar and address book.
Once the App is running on your mobile device, you see the screen illustrated above. You are asked to enter your username and password (the same as those for vtenext) and the address of the cloud service (if you do not specify a protocol, https:// is the default).
After login the Homepage opens immediately, showing all the available modules with the same functions as the desktop version of vtenext. For more information about the purpose and content of each module, refer to the vtenext manual at the website www.vtenext.com, or contact us at the e-mail address email@example.com
Scrolling down from the initial screen reveals all the modules available in the CRM accessible by the user (according to their profile). Clicking on the three short lines at the lower right gives access to other options and modules as shown in the following illustration.
Also note the instrument bar at the bottom of every screen, functioning as follows:
|Go to Homepage|
|Display Process notifications|
|See and reply to Conversations|
|See and manage e-mail Messages|
Button for list of available Modules
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:
The cards contain a number of fields that function as follows: