Recently Updated Pages
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,...
16 Hierarchical roles and user profiling
You can access the Check User Login section using the Settings item, present in the menu of the a...
16.1 Profiles
The profile defines the privileges of a user in regard to access to, and use of, vtenext modules ...
16.1.1 Create new profile
STEP 1: Once on Settings > Profiles, press New Profile: STEP 2: in the configuration window for t...
16.2 Roles
Roles underpin the entire security system, each of which is based on a profile. The administrator...
16.3 Users
From Settings > Users you can create and manage users, which are displayed in a list on the main ...
16.3.1 How to replace one user with another
In a company, it can happen that a colleague decides to change jobs and therefore no longer be pa...
16.4 Groups
Groups are effective tools for bringing together users who belong to the same team. They are used...