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18.1 Template email

User Manual vtenext 26.07 18 Other vtenext Settings

As for the newsletter module, the admin user will be able to access the email template editor. An...

Updated 2 months ago by Admin

18 Other vtenext Settings

User Manual vtenext 26.07 18 Other vtenext Settings

You can define further settings within vtenext: Template email Webforms Webform with GDPR fields ...

Updated 2 months ago by Admin

17.17 Klondike A.I. connector

User Manual vtenext 26.07 17 vtenext customization: advanced sett...

From vtenext 20.04 in settings is available the new additional plug in Klondike AI. It allows to ...

Updated 2 months ago by Admin

17.16 Data Import

User Manual vtenext 26.07 17 vtenext customization: advanced sett...

This tool makes it possible to import data in vte (if the installation is on-site) from an extern...

Updated 2 months ago by Admin

17.15 Mail Converter

User Manual vtenext 26.07 17 vtenext customization: advanced sett...

The Mail Converter is a tool that allows you to read one or more mailboxes and, when a condition ...

Updated 2 months ago by Admin

17.14 Field Formulas

User Manual vtenext 26.07 17 vtenext customization: advanced sett...

Field Formulas are custom fields that handle simple calculations and generate the result directly...

Updated 2 months ago by Admin

17.13 List view colours

User Manual vtenext 26.07 17 vtenext customization: advanced sett...

Allows for the application of custom colours of views by list, or related list, based on the valu...

Updated 2 months ago by Admin

17.12 Menu Settings

User Manual vtenext 26.07 17 vtenext customization: advanced sett...

This allows you to choose the main modules, and the order of items, of your CRM, which will be di...

Updated 2 months ago by Admin

17.11 Encrypted Field Editor

User Manual vtenext 26.07 17 vtenext customization: advanced sett...

The encrypted field editor allows you to protect the content of a field by means of an access pas...

Updated 2 months ago by Admin

17.10 Linked picklist editor

User Manual vtenext 26.07 17 vtenext customization: advanced sett...

Configuring Linked Picklist fields means establishing a dependency between the values of two drop...

Updated 2 months ago by Admin

17.9 Multilingual Picklist Editor

User Manual vtenext 26.07 17 vtenext customization: advanced sett...

It is necessary to configure multi-language drop-down menus when you have users accessing vtenext...

Updated 2 months ago by Admin

17.8 Standard Picklist Editor

User Manual vtenext 26.07 17 vtenext customization: advanced sett...

It allows you to modify the content of Picklists, adding or modifying the values present, and ass...

Updated 2 months ago by Admin

17.7.3 Table field

User Manual vtenext 26.07 17 vtenext customization: advanced sett...

The Table Field in vtenext can serve various purposes, such as creating a list of items within an...

Updated 2 months ago by Admin

17.7.2 Modules Manager and Layout Editor

User Manual vtenext 26.07 17 vtenext customization: advanced sett...

The Modules Manager allows for the activation and deactivation of all modules within the CRM, bot...

Updated 2 months ago by Admin

17.7.1 BUTTON field in vtenext

User Manual vtenext 26.07 17 vtenext customization: advanced sett...

The button field, present in SETTINGS > MODULE MANAGER > MODULE NAME > LAYOUT EDITOR, allows us t...

Updated 2 months ago by Admin

17.7 Layout editor

User Manual vtenext 26.07 17 vtenext customization: advanced sett...

From Settings > Business Process Manager > Module name (es. Accounts) is possible to access to La...

Updated 2 months ago by Admin

17.6.3 Import new language pack

User Manual vtenext 26.07 17 vtenext customization: advanced sett...

The module manager allows you to import a new language package. The procedure below sets out the ...

Updated 2 months ago by Admin

17.6.2 Other functions on modules

User Manual vtenext 26.07 17 vtenext customization: advanced sett...

Unistall, import, export Uninstall the module: it will no longer be usable and the records contai...

Updated 2 months ago by Admin

17.6.1 Create new module

User Manual vtenext 26.07 17 vtenext customization: advanced sett...

STEP 1: Module information The explanation of the individual entries can be found next to the fie...

Updated 2 months ago by Admin

17.6 Modules Creator

User Manual vtenext 26.07 17 vtenext customization: advanced sett...

This tool allows for the autonomous creation of entire modules integrated perfectly within the st...

Updated 2 months ago by Admin