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8.4 Price Books
The function of a price book is to collect a set of products whose price changes compared to the ...
8.5 Products and Services Import/ Export
With the export and import functions, you can exchange vtenext data with a large number of third-...
8.6 Inventory : Terms & Conditions
You can reach this option from Settings > Other settings > Inventory: Terms and conditions. It al...
5.6.1 Documents revision and sharing
Document revisions can be managed by means of the “Add Revision” button in the OTHER tab. Once th...
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...
5.7 Notes
Notes can be found in the vtenext records, located at the bottom left (available in most modules)...
6 Marketing Communication Tools
vtenext contains various tools for mass communications: Newsletter Campaigns Step 1: Campaign Ste...
6.1 Newsletter Campaigns
The Newsletter module, integrated with the “Campaigns” module, is the vtenext solution for manage...
6.1.1 Step 1: Campaign
In order to create a regular newsletters (e.g. with weekly frequency) addressed to a specific tar...
6.1.2 Step 2: Target
At this point the campaign recipients target must be defined, associating Targets and Campaigns. ...
6.1.3 Step 3: Newsletter
Return to the campaign record and, through the “Relations” menu, choose the Newsletter module the...
6.1.4 Special variables in the newsletter template
Refer to the previous sections for the general template configuration instructions. There are spe...
6.1.5 “Create Newsletter” wizard
As explained in section 6.1, the create/send procedure can be facilitated with the "Create Newsle...
6.1.6 New Newsletter editor
From vtenext 20.04, a new newsletter editor is available and allows creating newsletter in a easi...
6.1.7 Newsletter Template Creation
Now we will learn how to create a new Newsletter Template by using the drag&drop editor. Accessin...
6.1.8 Common Email Display Issues with Outlook
Even though email templates created in vtenext are designed to be displayed correctly on all emai...
6.2 Email Sending Statistics and more
Once the sending is completed, within the Campaigns module you can access the Statistics tab to v...
6.2.1 Manual unsubscriptions management
You can decide manually to send or not send newsletters to a single Contact, Account and/or Lead ...
5 Personal communication tools
The main purpose of a CRM system is management of customer relationships, in regard to which comm...
5.1 Outbound mail configuration (SMTP)
To activate the transmission of emails from CRM, fill in the SMTP server data in Settings > Mail ...