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3.4 Vendors

The Vendors module contains the business name records that correspond to companies that supply go...

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3.4 Fornitori

Il modulo Fornitori contiene le anagrafiche delle ragioni sociali che corrispondono a aziende di ...

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17.16 Importazione Dati

Questo strumento permette di importare dati in vte (se l’installazione è on-site) partendo da ...

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3.5.2 Come formattare il file csv

Per essere importati correttamente i dati devono essere in formato ASCII, con valori separati da ...

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Sviluppi SDK lato Portale

Introduzione Le seguenti specifiche indicano come eseguire implementazioni SDK lato portale con ...

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Sviluppi SDK lato Portale
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2.3.3 Icone contestuali

Il pulsante CREA, consente di creare una nuova entità rispetto al modulo in cui si è posiziona...

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2.3.1 Ricerca globale

La ricerca, posizionata al primo posto nella barra a destra, permette l’interrogazione all’in...

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2.3 Modalità di navigazione: i menù

La navigazione all’interno di vtenext è guidata dal menù a sinistra e destra dello schermo. ...

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2.2 Home

Quando l'utente effettua l'accesso al crm, può visualizzare la propria Home (impostazione modifi...

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Introduzione

vtenext consente di gestire tutti i flussi legati al cliente, dall’acquisizione all’assistenz...

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2.1.1 User session duration

The duration of the user session in vtenext depends mainly on the php session, that is, on a para...

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2.2 Home

When the user logs in to the CRM the user-specific home page can be displayed (this setting can b...

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2.3 Navigation methods: menus

The dark blue navigation bar provides access to all vtenext active modules. Depending on the th...

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2.3.1 Global Search

The global search function, located in the first place on the right-hand toolbar, allows interrog...

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2.3.2 Fixed Icons

Processes: clicking on this icon gives access to the detailed view of all processes implemen...

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2.3.3 Contextual Icons

Used to create a new entity with respect to the module in which you are currently positioned. ...

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2.4 Search in module

To find a term in a specific module, access the icon. The search result is temporary, in that it...

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2.5 Modules structure

The application is structured according to relations between the various modules, based on the pr...

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2.5.1 Record structure (detail view)

1. Relations with other modules: positioned on the right of the screen, this function summarise...

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2.5.2 Quick look relations

In the list view and in the detail view, the CRM allows you to preview several summary items of a...

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