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5.2 Messages Module
The vtenext Messages module uses the IMAP email account. You can work on emails through vtenext a...
5.2.1 IMAP configuration and folders
To proceed with the email configuration you need to open the module Messages: First of all you n...
5.2.1.1 Set Centralized Signature
The Centralized Signature makes it possible to set a default signature, identical for all crm use...
5.2.2 Writing and reading emails
There are three equivalent options to send an email, e.g. to a contact: 1. clicking on the email ...
5.2.3 Email Functions
Compose a new email. Download emails from the email server Messages module settings (user's perso...
5.2.4 Emails Sharing
To share an email with another user, simply open a conversation on the email concerned. The “Conv...
5.2.5 .ics support for calendar
Attachments in .ics format are identified as invitations to attend an appointment and they create...
5.2.6 Other Settings of Messages Module
Layout: change the emails list layout Filters: set up filter rules for automatic transfer of emai...
5.2.7 Mass email
A mass mailing tool is available send an email to multiple recipients (20 max) in a single shot. ...
5.3 Email Templates
The vtenext admin user can make email templates available to other users for use for single email...
5.4 Talks Module
vtenext proposes an alternative solution to manage the exchange of information within your organi...
5.5 Notification Module
vtenext keep users informed of the data of interest by means of the Notifications tool. Each user...
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 ...
5.6 Documents
vtenext features a simple but invaluable documents manager. Documents manager main characteristic...
3.4 Vendors
The Vendors module contains the business name records that correspond to companies that supply go...
3.5 How to import and export records
If authorised by admin, you will find two specific buttons for data Import/Export in the vtenext ...
3.5.1 Imports
In all modules that involve master data, is possible to import data from CSV files, clicking on t...
3.5.2 How to format the CSV file
Data must be in ASCII format with values separated by commas or semi-colons. The csv format is fr...
3.5.3 Export
The export process allows the records to be saved in a csv file. Click on the icon to open a menu...
3.5.4 Checking duplicates in a module
You can check for the presence of duplicates in a module by means of a wizard. To launch the dupl...