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18.6 LDAP

User Manual vtenext 23.08 18 Other vtenext Settings

You can configure the LDAP server data in vtenext to synchronise user passwords.For configuration...

Updated 1 year ago by Thomas

18.5 Server SoftPhone Settings

User Manual vtenext 23.08 18 Other vtenext Settings

vtenext can be integrated with Asterisk, an open source telephone PBX application that allows you...

Updated 1 year ago by Thomas

4.6 Book me - Make an appointment

User Manual vtenext 23.08 4 Calendar and Activities

Version 21.01 onward includes the new Book me function to make appointments based on the calendar...

Updated 1 year ago by Thomas

4.5 Import and export activities

User Manual vtenext 23.08 4 Calendar and Activities

To import or export Activities between vtenext and other applications, the standard iCalendar for...

Updated 1 year ago by Thomas

4.4 Shared calendar access and events visibility

User Manual vtenext 23.08 4 Calendar and Activities

To manage privileges to view and edit the calendar it is essential to know the Sharing Access (fr...

Updated 1 year ago by Thomas

4.3 Shared Calendar and preferences

User Manual vtenext 23.08 4 Calendar and Activities

The user can set up several fields from the calendar settings icon  (accessible also from User Pr...

Updated 1 year ago by Thomas

4.2 To-Dos

User Manual vtenext 23.08 4 Calendar and Activities

To-dos are always assigned to a user or a group of users; it is not however possible to invite ot...

Updated 1 year ago by Thomas

3.6 Mass Edit

User Manual vtenext 23.08 3 Customers records and basic data mana...

The Mass Edit function is useful for rapid updating of fields in one or more selected records. F...

Updated 1 year ago by Thomas

3.5.5 Save Mapping

User Manual vtenext 23.08 3 Customers records and basic data mana...

All users can perform a uniqueness check on each module by means of the "Find Duplicates” button ...

Updated 1 year ago by Thomas

3.5.4 Checking duplicates in a module

User Manual vtenext 23.08 3 Customers records and basic data mana...

You can check for the presence of duplicates in a module by means of a wizard. To launch the dup...

Updated 1 year ago by Thomas

3.5.3 Export

User Manual vtenext 23.08 3 Customers records and basic data mana...

The export process allows the records to be saved in a csv file. Click on the icon to open a menu...

Updated 1 year ago by Thomas

3.5.2 How to format the CSV file

User Manual vtenext 23.08 3 Customers records and basic data mana...

Data must be in ASCII format with values separated by commas or semi-colons. The csv format is fr...

Updated 1 year ago by Thomas

3.5.1 Imports

User Manual vtenext 23.08 3 Customers records and basic data mana...

In all modules that involve master data, is possible to import data from CSV files, clicking on t...

Updated 1 year ago by Thomas

3.5 How to import and export records

User Manual vtenext 23.08 3 Customers records and basic data mana...

If authorised by admin, you will find two specific buttons for data Import/Export in the vtenext ...

Updated 1 year ago by Thomas

3.4 Vendors

User Manual vtenext 23.08 3 Customers records and basic data mana...

The Vendors module contains the business name records that correspond to companies that supply go...

Updated 1 year ago by Thomas

3.3 Contacts

User Manual vtenext 23.08 3 Customers records and basic data mana...

Contacts contains the lists of the physical persons with whom relations have been established: ...

Updated 1 year ago by Thomas

3.2 Accounts

User Manual vtenext 23.08 3 Customers records and basic data mana...

The accounts module contains the records concerning the corporate titles of: Customers; Poten...

Updated 1 year ago by Thomas

2.8 Access privileges

User Manual vtenext 23.08 2 First steps: how to browse vtenext

The access privileges associated with the user and used to access vtenext are defined by the admi...

Updated 1 year ago by Thomas

2.7.2 Autenticazione in due fattori (2FA)

Manuale vtenext 23.08 2 Primi passi: come navigare in vtenext

Nelle PREFERENZE UTENTE è possibile trovare la funzione AUTENTICAZIONE IN DUE FATTORI. Essa può...

Updated 1 year ago by Thomas

21 CRONJOB

User Manual vtenext 23.08 21 CRONJOB – Processes to Plan

For the correct functioning of the application, it is necessary to activate the jobs related to a...

Updated 1 year ago by Thomas