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2.1 Instrument Bar and Icons

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

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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.

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

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  • 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:

2.1 [3].PNG Gives access to the list of filters available for the present module

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 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:

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 Conversations regarding the displayed record

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 Notes about the displayed record

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 Calendar events involving the displayed record

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 Tasks involving the displayed record
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Access to the list of available relations in the displayed record

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 Allows modification of the displayed record

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

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

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

 

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CampoPick-list picklistfield (menùdrop-down menu): allows selection of a tendina):single permettevalue difrom sceglierethose unin solothe valore tra quelli disponibili dalla listalist

 

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CampoField perfor laselecting selezionethe delladate data

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CampoText diArea tipofield: Textallows, Areafor (areaexample, dian testo):extended permettetext didescription fare, ad esempio, una descrizione con un testo molto lungo

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