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18.1 Template email
As for the newsletter module, the admin user will be able to access the email template editor. An...
18 Other vtenext Settings
You can define further settings within vtenext: Template email Webforms Webform with GDPR fields ...
17.17 Klondike A.I. connector
From vtenext 20.04 in settings is available the new additional plug in Klondike AI. It allows to ...
17.16 Data Import
This tool makes it possible to import data in vte (if the installation is on-site) from an extern...
17.15 Mail Converter
The Mail Converter is a tool that allows you to read one or more mailboxes and, when a condition ...
17.14 Field Formulas
Field Formulas are custom fields that handle simple calculations and generate the result directly...
17.13 List view colours
Allows for the application of custom colours of views by list, or related list, based on the valu...
17.12 Menu Settings
This allows you to choose the main modules, and the order of items, of your CRM, which will be di...
17.11 Encrypted Field Editor
The encrypted field editor allows you to protect the content of a field by means of an access pas...
17.10 Linked picklist editor
Configuring Linked Picklist fields means establishing a dependency between the values of two drop...
17.9 Multilingual Picklist Editor
It is necessary to configure multi-language drop-down menus when you have users accessing vtenext...
17.8 Standard Picklist Editor
It allows you to modify the content of Picklists, adding or modifying the values present, and ass...
17.7.3 Table field
The Table Field in vtenext can serve various purposes, such as creating a list of items within an...
17.7.2 Modules Manager and Layout Editor
The Modules Manager allows for the activation and deactivation of all modules within the CRM, bot...
17.7.1 BUTTON field in vtenext
The button field, present in SETTINGS > MODULE MANAGER > MODULE NAME > LAYOUT EDITOR, allows us t...
17.7 Layout editor
From Settings > Business Process Manager > Module name (es. Accounts) is possible to access to La...
17.6.3 Import new language pack
The module manager allows you to import a new language package. The procedure below sets out the ...
17.6.2 Other functions on modules
Unistall, import, export Uninstall the module: it will no longer be usable and the records contai...
17.6.1 Create new module
STEP 1: Module information The explanation of the individual entries can be found next to the fie...
17.6 Modules Creator
This tool allows for the autonomous creation of entire modules integrated perfectly within the st...