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14.2 Products block within PDF templates
For the Quotes, Sales Orders, Purchase Orders and Invoices modules, you can insert the product bl...
14.1.2 Insert tables in PDF
To create a table in the PDF Maker, simply use the appropriate function in the editor, which is h...
14.1.1 Insert images in PDF
Press the Image button in the editor: URL insert the URL of the image (if alread...
14.1 Create a PDF template
To create a new template for the PDF Maker module, click on the ADD TEMPLATE key or button on the...
14 PDF Maker
The PDF Maker module allows you to create PDF documents that are generated with the rationale of ...
15.3 License and number of users
The Copyright and the License icon is found on the bottom right-hand corner of all vtenext pages;...
15.2 My Sites
This area allows you to view websites of interest directly on vtenext. The system is also very us...
15.1 RSS
It is possible to provide constant and real time updates to all vtenext users through the RSS Fee...
16.3 Users
From Settings > Users you can create and manage users, which are displayed in a list on the main ...
16.2 Roles
Roles underpin the entire security system, each of which is based on a profile. The administrator...
16.1.1 Create new profile
STEP 1: Once on Settings > Profiles, press New Profile: STEP 2: in the configuration window fo...
16.1 Profiles
The profile defines the privileges of a user in regard to access to, and use of, vtenext modules ...
16 Hierarchical roles and user profiling
You can access the Check User Login section using the Settings item, present in the menu of the a...
17.17 Klondike A.I. connector
From vtenext 20.04 in settings is available the new additional plug in Klondike AI. It allows to ...
17.16 Data Import
This tool makes it possible to import data in vte (if the installation is on-site) from an extern...
17.15 Mail Converter
The Mail Converter is a tool that allows you to read one or more mailboxes and, when a condition ...
17.14 Field Formulas
Field Formulas are custom fields that handle simple calculations and generate the result directly...
17.13 List view colours
Allows for the application of custom colours of views by list, or related list, based on the valu...
17.12 Menu Settings
This allows you to choose the main modules, and the order of items, of your CRM, which will be ...
17.11 Encrypted Field Editor
The encrypted field editor allows you to protect the content of a field by means of an access pas...