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2.7.1 Request Remote Support
The button Request Remote Support is used to create temporary credentials that must be provided...
2.7 Users preferences
To access user settings click on the icon of your personal avatar and then click on PREFERENCES...
2.5.2 Quick look relations
In the list view and in the detail view, the CRM allows you to preview several summary items of a...
2.5.1 Record structure (detail view)
1. Relations with other modules: positioned on the right of the screen, this function summarise...
2.4 Search in module
To find a term in a specific module, press the icon search. The research result is temporary, ...
2.3.3 Contextual Icons
The button is used to create a new entity in the module in which you are currently positioned. W...
2.3.2 Fixed Icons
Processes: clicking on this icon gives access to the detailed view of all processes imple...
2.3 Navigation methods: menus
The navigation within vtenext is guided from two menus positioned on the left and right of the sc...
2.2 Home
When the user logs in to the CRM the user-specific home page can be displayed (this setting is ed...
2.1.1 User session duration
The duration of the user session in vtenext depends mainly on the php session, that is on a param...
2.1 System login
To login to vtenext enter your user credentials in the system login page and click on the Login b...
2 First steps: how to browse vtenext
This section consists in a brief introduction to vtenext for those who are accessing the system f...
1.3 Notes on the manual (Disclaimer)
The images and functions of vtenext shown in this manual may be subject to minor changes with the...
1.2 Flows managed by vtenext
Customer acquisition cycle Acquired customer cycle Assistance cycle Purchasing cycle (ve...
1.1 Examples of vtenext application areas
Customer Acquisition & Sales Automated acquisition of potential accounts via contact webform; ...
Introduction
vtenext supports management of all customer-related flows, from acquisition to assistance, allowi...
Release Note vtenext 23.08
New Customer Portal It's possible to configure the customer portal with customized profiles ...
17.7.1 Campo PULSANTE in vtenext
Il campo pulsante, presente in IMPOSTAZIONI > GESTORE MODULI > NOME MODULO > LAYOUT EDITOR, ci pe...
3.1.3 Processo Conversione Lead
E' presente a standard, un processo che permette di gestire la Conversione del Lead. Tale process...
Creating a New Course
From the main screen of the Courses module, you can easily create a new course by simply clicking...