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3.4 Aziende
Come per i Lead, anche le Aziende sono organizzate da filtri e schede informative (indirizzo, des...
18.9 Proxy Server
If your company is using a proxy server to access the Internet, you can use the Proxy Server Sett...
18.8 Tax Calculation
You can set the tax items to be used on Quotes, Orders, Invoices and Delivery Notes. Negative ...
18.7 Currencies
It is possible to manage different types of currencies in the event there are users who have to d...
18.6 LDAP
You can configure the LDAP server data in vtenext to synchronise user passwords.For configuration...
18.5 Server SoftPhone Settings
vtenext can be integrated with Asterisk, an open source telephone PBX application that allows you...
4.6 Book me - Make an appointment
Version 21.01 onward includes the new Book me function to make appointments based on the calendar...
4.5 Import and export activities
To import or export Activities between vtenext and other applications, the standard iCalendar for...
4.4 Shared calendar access and events visibility
To manage privileges to view and edit the calendar it is essential to know the Sharing Access (fr...
4.3 Shared Calendar and preferences
The user can set up several fields from the calendar settings icon (accessible also from User Pr...
4.2 To-Dos
To-dos are always assigned to a user or a group of users; it is not however possible to invite ot...
3.6 Mass Edit
The Mass Edit function is useful for rapid updating of fields in one or more selected records. F...
3.5.5 Save Mapping
All users can perform a uniqueness check on each module by means of the "Find Duplicates” button ...
3.5.4 Checking duplicates in a module
You can check for the presence of duplicates in a module by means of a wizard. To launch the dup...
3.5.3 Export
The export process allows the records to be saved in a csv file. Click on the icon to open a menu...
3.5.2 How to format the CSV file
Data must be in ASCII format with values separated by commas or semi-colons. The csv format is fr...
3.5.1 Imports
In all modules that involve master data, is possible to import data from CSV files, clicking on t...
3.5 How to import and export records
If authorised by admin, you will find two specific buttons for data Import/Export in the vtenext ...
3.4 Vendors
The Vendors module contains the business name records that correspond to companies that supply go...
3.3 Contacts
Contacts contains the lists of the physical persons with whom relations have been established: ...