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7. vtenext GDPR Web App
The vtenext GDPR APP is a self-service tool for personal data management by customers. To allow c...
7.1 How to create contact campaigns
Requirements: Use vtenext 19.10, making sure the system is configured for sending emails 1) First...
7.2 The App in detail
Process start email A pre-compiled email template introduces the requirement to confirm your choi...
8 Inventory: products, services and price books
To manage the sales process via vtenext, first you must define the products/services catalogue, t...
8.1.1 Products bundle
You can create and manage product bundles by defining parent-child type inter-product relationshi...
8.1.2 Configurable products and product variants
From vtenext 20.04 it is possible to manage product variants with the new module Configurable Pro...
8.2 Product Lines
A product Line combines a group of products that meet the same type of needs. In simple terms, a ...
8.3 Services
Like the Products module, designed to distinguish the catalogue of physical products in the inven...
8.4 Price Books
The function of a price book is to collect a set of products whose price changes compared to the ...
8.5 Products and Services Import/ Export
With the export and import functions, you can exchange vtenext data with a large number of third-...
8.6 Inventory : Terms & Conditions
You can reach this option from Settings > Other settings > Inventory: Terms and conditions. It al...
5.6.1 Documents revision and sharing
Document revisions can be managed by means of the “Add Revision” button in the OTHER tab. Once th...
5.6.2 Create new document from related list
Opening DOCUMENTS in a CRM entity makes it possible to upload one or more files using drag and dr...
5.7 Notes
Notes can be found in the vtenext records, located at the bottom left (available in most modules)...
6 Marketing Communication Tools
vtenext contains various tools for mass communications: Newsletter Campaigns Step 1: Campaign Ste...
6.1 Newsletter Campaigns
The Newsletter module, integrated with the “Campaigns” module, is the vtenext solution for manage...
6.1.1 Step 1: Campaign
In order to create a regular newsletters (e.g. with weekly frequency) addressed to a specific tar...
6.1.2 Step 2: Target
At this point the campaign recipients target must be defined, associating Targets and Campaigns. ...
6.1.3 Step 3: Newsletter
Return to the campaign record and, through the “Relations” menu, choose the Newsletter module the...
6.1.4 Special variables in the newsletter template
Refer to the previous sections for the general template configuration instructions. There are spe...