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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...
17.4 Conditionals
Conditionals allow you to define special permissions to access one or more fields of the same mod...
17.5 Wizard Creator
The "Wizard Creator" function allows the administrator to create guided procedures (called wizard...
17.6 Modules Creator
This tool allows for the autonomous creation of entire modules integrated perfectly within the st...
17.6.1 Create new module
STEP 1: Module information The explanation of the individual entries can be found next to the fie...
17.6.2 Other functions on modules
Unistall, import, export Uninstall the module: it will no longer be usable and the records contai...
17.6.3 Import new language pack
The module manager allows you to import a new language package. The procedure below sets out the ...
17.7 Layout editor
From Settings > Business Process Manager > Module name (es. Accounts) is possible to access to La...
17.7.1 BUTTON field in vtenext
The button field, present in SETTINGS > MODULE MANAGER > MODULE NAME > LAYOUT EDITOR, allows us t...
15.5 Recycle Bin
The CRM includes a module called “Recycle Bin”, which allows users to restore deleted records fro...
15.6 Push Notifications
As soon as the version 23.08 is installed or updated, in the CRM's notification area, you will fi...
15.7 Synchronization with Zapier
Zapier is a product that allows end-users to integrate web applications and automate workflows. I...
15.8 Employees Module
The Employees module allows you to register your employees or co-workers, both internal and exter...
15.9 Klondike Co-Pilot (Your Personal Assistant)
(This plugin is sold separately) Klondike Co-Pilot is an advanced solution that enhances the capa...
15.10 External Applications
This functionality of vtenext, located in Settings > External Applications, allows external servi...
15.11 Cases Module
The Cases module is designed to manage reports, issues, and internal requests within the company,...