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17.12 Menu Settings
This allows you to choose the main modules, and the order of items, of your CRM, which will be di...
17.13 List view colours
Allows for the application of custom colours of views by list, or related list, based on the valu...
17.16 Data Import
This tool makes it possible to import data in vte (if the installation is on-site) from an extern...
17.17 Klondike A.I. connector
From vtenext 20.04 in settings is available the new additional plug in Klondike AI. It allows to ...
18 Other vtenext Settings
You can define further settings within vtenext: Template email Webforms Webform with GDPR fields ...
18.1 Template email
As for the newsletter module, the admin user will be able to access the email template editor. An...
18.2 Webforms
Through the vtenext Webforms tool it is possible to create a web form to embed in your website, f...
18.2.1 Webform with GDPR fields
GDPR fields have been enabled inside the webforms from version 18.12 onwards. For example, you ca...
16.5.1 Global Access Rules
The first thing to define is the Sharing Access rule for each of the modules. With what degree of...
16.5.2 Custom Rules
At the bottom of the Sharing Access panel, you can create exceptions to the permissions that you ...
16.6 Access Field
The available function is used to control the visibility of the fields in the various modules on ...
16.7 Advanced Sharing Access
This allows you to extend data access permissions for a user on a specific module, based on rules...
16.8 Audit Trails
The Audit Trails function allows the system administrator to know what a user has done in vtenext...
16.9 User Login History
As a vtenext administrator, you can monitor access to the system and view the history of each user.
16.10 Check User Login
Again, as an administrator user, you can view failed login attempts for each user and if they hav...
17 vtenext customization: advanced settings
Customisation features are very important because they guarantee the use of vtenext for a wide ra...
17.1 Process Manager
The Process Manager is the tool that makes it possible to manage processes within a company, inte...
17.2 Workflow
The Workflow tool was replaced by the module processes (Process Manager). It is possible to see a...
17.3 Status Manager
This tool makes it possible to implement flow logics in the management of information through the...
17.5 Wizard Creator
The "Wizard Creator" function allows the administrator to create guided procedures (called wizard...