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6.1.2 Step 2: Target
At this point the campaign recipients target must be defined, associating Targets and Campaigns. ...
6.1.1 Step 1: Campaign
In order to create a regular newsletters (e.g. with weekly frequency) addressed to a specific t...
6.1 Newsletter Campaigns
The Newsletter module, integrated with the “Campaigns” module, is the vtenext solution for manage...
6 Marketing Communication Tools
vtenext contains various tools for mass communications: Newsletter Campaigns Step 1: Campai...
5.7 Notes
Notes can be found in the vtenext records, located at the bottom left (available in most modules)...
5.6.2 Create new document from related list
Opening DOCUMENTS in a CRM entity makes it possible to upload one or more files using drag and dr...
5.6.1 Documents revision and sharing
Document revisions can be managed by means of the “Add Revision” button in the OTHER tab. On...
5.5.1 vtenext version update notification
From version 19.10 you can receive a notification from the CRM when a new vtenext version update ...
5.5 Notification Module
vtenext keep users informed of the data of interest by means of the Notifications tool.Each user ...
5.4 Talks Module
vtenext proposes an alternative solution to manage the exchange of information within your organi...
5.3 Email Templates
The vtenext admin user can make email templates available to other users for use for single email...
5.2.7 Mass email
A mass mailing tool is available send an email to multiple recipients (20 max) in a single shot. ...
5.2.5 .ics support for calendar
Attachments in .ics format are identified as invitations to attend an appointment and they create...
5.2.4 Emails Sharing
To share an email with another user, simply open a conversation on the email concerned. The “Conv...
5.2.2 Writing and reading emails
There are three equivalent options to send an email, e.g. to a contact: 1. clicking on the email...
5.2.1.1 Set Centralized Signature
The Centralized Signature makes it possible to set a default signature, identical for all crm use...
5.2 Messages Module
The vtenext Messages module uses the IMAP email account. You can work on emails through vtenext a...
5 Personal communication tools
The main purpose of a CRM system is management of customer relationships, in regard to which comm...
4.5 Import and export activities
To import or export Activities between vtenext and other applications, the standard iCalendar for...
4.4 Shared calendar access and events visibility
To manage privileges to view and edit the calendar it is essential to know the Sharing Access (fr...