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9.1 Potentials
A potential is established if there is a real interest in your products/services from both potent...
9.2 Quotes
You can create a new quote through the reports and Add Quote menu from the potential, company or ...
9.3 Sales orders
The potential can be considered as obtained when the order confirmation arrives. The order, howev...
9.3.1 Recurring billing from Sales Order
It is possible to activate the automatic generation of invoices from the sales order through the ...
9.4 Budget
The Potentials module shows information relating to their progress in relation to other linked it...
9.5 Invoices
The billing module is useful for managing the administrative part in vtenext (amounts to be paid,...
9.6 Delivery Notes
The Delivery Notes module is used to manage transport documents and is the last step in the sales...
10 After-sales: trouble tickets and activity tracking
The after-sales phase is focused on customer support and requires: Managing any problems or custo...
10.1 Trouble Tickets
A ticket applies across different areas: in HelpDesk it is considered as a request by the client,...
10.1.1 Service channels
The tickets can mainly come from three different communication channels: Phone: the client calls ...
10.2 Timecards
It is possible to associate resolution actions with the tickets. This is a second level of detail...
10.3 SLA
The Service Level Agreement defines the level of efficiency that a company is committed to mainta...
10.3.1 SLA configuration
To configure the SLA module, access the SLA.config.php file in the subfolder where the CRM module...
10.4 Activity tracking
Tracking is useful for always storing and monitoring the time invested on your customers for any ...
10.5 Services Contract
In vtenext there is the SERVICE CONTRACTS module dedicated to the management of a service sold to...
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...
6.2.3 Newsletter Configuration (SMTP)
From Settings > Other Settings, is possible to access the newsletter configuration page, which al...
6.2.4 Attachments in Newsletters
Currently, sending newsletters that include attachments is not supported and is generally strongl...
6.3 SMS Module
vtenext can be enabled to send SMS text messages. To configure the transmission of SMS messages, ...
6.4 FAX Module
vtenext can be enabled to send faxes. To configure the transmission of Fax messages login as an A...