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16.8 Audit Trails

User Manual vtenext 23.08 16 Hierarchical roles and user profiling

The Audit Trails function allows the system administrator to know what a user has done in vtenext...

Updated 1 year ago by Thomas

16.7 Advanced Sharing Access

User Manual vtenext 23.08 16 Hierarchical roles and user profiling

This allows you to extend data access permissions for a user on a specific module, based on rules...

Updated 1 year ago by Thomas

16.6 Access Field

User Manual vtenext 23.08 16 Hierarchical roles and user profiling

The available function is used to control the visibility of the fields in the various modules on ...

Updated 1 year ago by Thomas

16.5.2 Custom Rules

User Manual vtenext 23.08 16 Hierarchical roles and user profiling

At the bottom of the Sharing Access panel, you can create exceptions to the permissions that you ...

Updated 1 year ago by Thomas

16.5.1 Global Access Rules

User Manual vtenext 23.08 16 Hierarchical roles and user profiling

The first thing to define is the Sharing Access rule for each of the modules. With what degree of...

Updated 1 year ago by Thomas

16.5 Sharing Access

User Manual vtenext 23.08 16 Hierarchical roles and user profiling

vtenext allows you to set the access privileges of the Roles, defining whether the content of the...

Updated 1 year ago by Thomas

16.4 Groups

User Manual vtenext 23.08 16 Hierarchical roles and user profiling

Groups are effective tools for bringing together users who belong to the same team. They are used...

Updated 1 year ago by Thomas

15.8 Employees Module

User Manual vtenext 23.08 15 Other Functions

The Employees module allows you to register your employees or co-workers, both internal and exter...

Updated 1 year ago by Thomas

8.1.2 Configurable products and product variants

User Manual vtenext 23.08 8 Inventory: products, services and pri...

From vtenext 20.04 it is possible to manage product variants with the new moduleĀ Configurable Pro...

Updated 1 year ago by Thomas

8.6 Inventory : Terms & Conditions

User Manual vtenext 23.08 8 Inventory: products, services and pri...

You can reach this option from Settings > Other settings > Inventory: Terms and conditions. It al...

Updated 1 year ago by Thomas

8.5 Products and Services Import/ Export

User Manual vtenext 23.08 8 Inventory: products, services and pri...

With the export and import functions, you can exchange vtenext data with a large number of third-...

Updated 1 year ago by Thomas

8.4 Price Books

User Manual vtenext 23.08 8 Inventory: products, services and pri...

The function of a price book is to collect a set of products whose price changes compared to the ...

Updated 1 year ago by Thomas

8.3 Services

User Manual vtenext 23.08 8 Inventory: products, services and pri...

Like the Products module, designed to distinguish the catalogue of physical products in the inven...

Updated 1 year ago by Thomas

8.2 Product Lines

User Manual vtenext 23.08 8 Inventory: products, services and pri...

A product Line combines a group of products that meet the same type of needs. In simple terms, a ...

Updated 1 year ago by Thomas

5.4 Two-factors Authentication

Wilson for vtenext App - User Manual 5. Settings

With the Wilson app, you can enable two-factor authentication by first configuring it in the user...

Updated 1 year ago by Thomas

5.3 Push Notifications

Wilson for vtenext App - User Manual 5. Settings

When you first open the Wilson app, you will be asked whether to activate Push Notifications: ...

Updated 1 year ago by Thomas

5.1 Settings Overview

Wilson for vtenext App - User Manual 5. Settings

The Settings page can be opened using the icon at the top right of the Home page, displaying the...

Updated 1 year ago by Thomas

3.5 Contacts

Wilson for vtenext App - User Manual 3. Modules

As with Leads and Companies, Contacts are also organized with filters and information cards. The ...

Updated 1 year ago by Thomas

3.4 Accounts

Wilson for vtenext App - User Manual 3. Modules

As with the Leads, the Companies are also organized with filters and information cards (address, ...

Updated 1 year ago by Thomas

3.3 Leads

Wilson for vtenext App - User Manual 3. Modules

The Leads module is displayed according to the filters available in the App, which are those defi...

Updated 1 year ago by Thomas