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4.1 Add a calendar event
In the Calendar module you can click the green create button or click on the agenda area, draggin...
4 Calendar and Activities
The vtenext calendar allows you to award a priority to your activities, specifying the users or c...
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...
5.6 Documents
vtenext features a simple but invaluable documents manager. Documents manager main characteristi...
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 ...
5.2.7 Mass email
A mass mailing tool is available send an email to multiple recipients (20 max) in a single shot. ...
5.2.6 Other Settings
Layout: change the emails list layout Filters: set up filter rules for automatic trans...
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...
5.2.1.1 Set Centralized Signature
The Centralized Signature makes it possible to set a default signature, identical for all crm use...
5.1 Outbound mail configuration (SMTP)
To activate the transmission of emails from CRM, fill in the SMTP server data in Settings > Mail ...
5 Personal communication tools
The main purpose of a CRM system is management of customer relationships, in regard to which comm...
6.4 FAX Module
vtenext can be enabled to send faxes. To configure the transmission of Fax messages login as an A...
6.3 SMS Module
vtenext can be enabled to send SMS text messages. To configure the transmission of SMS messages, ...
6.2.3 Newsletter Configuration (SMTP)
From Settings > Other Settings, is possible to access the newsletter configuration page, which al...
6.2.2 Requirements and settings for use of the Newsletter module
For correct use of the Newsletter module the following requirements must be met, or the following...
6.2.1 Manual unsubscriptions management
You can decide manually to send or not send newsletters to a single Contact, Account and/or Lead ...