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14.2 Products block within PDF templates

User Manual vtenext 23.08 14 PDF Maker

For the Quotes, Sales Orders, Purchase Orders and Invoices modules, you can insert the product bl...

Updated 1 year ago by Thomas

14.1.2 Insert tables in PDF

User Manual vtenext 23.08 14 PDF Maker

To create a table in the PDF Maker, simply use the appropriate function in the editor, which is h...

Updated 1 year ago by Thomas

14.1.1 Insert images in PDF

User Manual vtenext 23.08 14 PDF Maker

Press the Image button in the editor: URL insert the URL of the image (if alread...

Updated 1 year ago by Thomas

14.1 Create a PDF template

User Manual vtenext 23.08 14 PDF Maker

To create a new template for the PDF Maker module, click on the ADD TEMPLATE key or button on the...

Updated 1 year ago by Thomas

14 PDF Maker

User Manual vtenext 23.08 14 PDF Maker

The PDF Maker module allows you to create PDF documents that are generated with the rationale of ...

Updated 1 year ago by Thomas

15.3 License and number of users

User Manual vtenext 23.08 15 Other Functions

The Copyright and the License icon is found on the bottom right-hand corner of all vtenext pages;...

Updated 1 year ago by Thomas

15.2 My Sites

User Manual vtenext 23.08 15 Other Functions

This area allows you to view websites of interest directly on vtenext. The system is also very us...

Updated 1 year ago by Thomas

15.1 RSS

User Manual vtenext 23.08 15 Other Functions

It is possible to provide constant and real time updates to all vtenext users through the RSS Fee...

Updated 1 year ago by Thomas

16.3 Users

User Manual vtenext 23.08 16 Hierarchical roles and user profiling

From Settings > Users you can create and manage users, which are displayed in a list on the main ...

Updated 1 year ago by Thomas

16.2 Roles

User Manual vtenext 23.08 16 Hierarchical roles and user profiling

Roles underpin the entire security system, each of which is based on a profile. The administrator...

Updated 1 year ago by Thomas

16.1.1 Create new profile

User Manual vtenext 23.08 16 Hierarchical roles and user profiling

STEP 1: Once on Settings > Profiles, press New Profile: STEP 2: in the configuration window fo...

Updated 1 year ago by Thomas

16.1 Profiles

User Manual vtenext 23.08 16 Hierarchical roles and user profiling

The profile defines the privileges of a user in regard to access to, and use of, vtenext modules ...

Updated 1 year ago by Thomas

16 Hierarchical roles and user profiling

User Manual vtenext 23.08 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...

Updated 1 year ago by Thomas

17.17 Klondike A.I. connector

User Manual vtenext 23.08 17 vtenext customization: advanced sett...

From vtenext 20.04 in settings is available the new additional plug in Klondike AI. It allows to ...

Updated 1 year ago by Thomas

17.16 Data Import

User Manual vtenext 23.08 17 vtenext customization: advanced sett...

This tool makes it possible to import data in vte (if the installation is on-site) from an extern...

Updated 1 year ago by Thomas

17.15 Mail Converter

User Manual vtenext 23.08 17 vtenext customization: advanced sett...

The Mail Converter is a tool that allows you to read one or more mailboxes and, when a condition ...

Updated 1 year ago by Thomas

17.14 Field Formulas

User Manual vtenext 23.08 17 vtenext customization: advanced sett...

Field Formulas are custom fields that handle simple calculations and generate the result directly...

Updated 1 year ago by Thomas

17.13 List view colours

User Manual vtenext 23.08 17 vtenext customization: advanced sett...

Allows for the application of custom colours of views by list, or related list, based on the valu...

Updated 1 year ago by Thomas

17.12 Menu Settings

User Manual vtenext 23.08 17 vtenext customization: advanced sett...

This allows you to choose the main modules, and the order of items, of your CRM, which will be ...

Updated 1 year ago by Thomas

17.11 Encrypted Field Editor

User Manual vtenext 23.08 17 vtenext customization: advanced sett...

The encrypted field editor allows you to protect the content of a field by means of an access pas...

Updated 1 year ago by Thomas