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3.5.5 Save Mapping
All users can perform a uniqueness check on each module by means of the "Find Duplicates” button ...
3.6 Mass Edit
The Mass Edit function is useful for rapid updating of fields in one or more selected records. Fo...
4 Calendar and Activities
The vtenext calendar allows you to award a priority to your activities, specifying the users or c...
4.1 Add a calendar event
In the Calendar module you can click the green create button or click on the agenda area, draggin...
4.1.1 Edit and Duplicate an Event
You have two ways to edit or duplicate an event: BY DRAGGING If you drag an event to a different...
4.2 To-Dos
To-dos are always assigned to a user or a group of users; it is not however possible to invite ot...
4.3 Shared Calendar and preferences
The user can set up several fields from the calendar settings icon (accessible also from User P...
4.4 Shared calendar access and events visibility
To manage privileges to view and edit the calendar it is essential to know the Sharing Access (fr...
4.5 Import and export activities
To import or export Activities between vtenext and other applications, the standard iCalendar for...
4.6 Book me - Make an appointment
Version 21.01 onward includes the new Book me function to make appointments based on the calendar...
2.5.1 Record structure (detail view)
1. Relations with other modules: positioned on the right of the screen, this function summarises ...
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...
2.5.3 Preview and Shortcut Buttons in List View
In module lists, the Preview button has been introduced on the left side of each row. This button...
2.6 Filters
The filters facilitate CRM search activities. Setting up a filter means creating a search system ...
2.6.1 How to create a Filter (standard filters, advanced filters, filters based on report, kanban)
The following section explains how to create a customised filter starting from a list of accounts...
2.6.2 Relationship Navigator (Expandable List View)
During the creation of a filter, by scrolling to the bottom of the configuration page, you can se...
2.7 Users preferences
To access user settings click on the icon of your personal avatar and then click on PREFERENCES. ...
2.7.1 Request Remote Support
The button Request Remote Support is used to create temporary credentials that must be provided t...
2.7.2 Two-factor Authentication (2FA)
In the User Preferences you can activate the Two-factor Authentication. It can be: Not active; Wi...
2.8 Access privileges
The access privileges associated with the user and used to access vtenext are defined by the admi...