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6.1.5 “Create Newsletter” wizard
As explained in section 6.1, the create/send procedure can be facilitated with the "Create Newsle...
6.1.6 New Newsletter editor
From vtenext 20.04, a new newsletter editor is available and allows creating newsletter in a easi...
6.1.7 Newsletter Template Creation
Now we will learn how to create a new Newsletter Template by using the drag&drop editor. Accessin...
6.1.8 Common Email Display Issues with Outlook
Even though email templates created in vtenext are designed to be displayed correctly on all emai...
6.2 Email Sending Statistics and more
Once the sending is completed, within the Campaigns module you can access the Statistics tab to v...
6.2.1 Manual unsubscriptions management
You can decide manually to send or not send newsletters to a single Contact, Account and/or Lead ...
5 Personal communication tools
The main purpose of a CRM system is management of customer relationships, in regard to which comm...
5.1 Outbound mail configuration (SMTP)
To activate the transmission of emails from CRM, fill in the SMTP server data in Settings > Mail ...
5.2 Messages Module
The vtenext Messages module uses the IMAP email account. You can work on emails through vtenext a...
5.2.1 IMAP configuration and folders
To proceed with the email configuration you need to open the module Messages: First of all you n...
5.2.1.1 Set Centralized Signature
The Centralized Signature makes it possible to set a default signature, identical for all crm use...
5.2.2 Writing and reading emails
There are three equivalent options to send an email, e.g. to a contact: 1. clicking on the email ...
5.2.3 Email Functions
Compose a new email. Download emails from the email server Messages module settings (user's perso...
5.2.4 Emails Sharing
To share an email with another user, simply open a conversation on the email concerned. The “Conv...
5.2.5 .ics support for calendar
Attachments in .ics format are identified as invitations to attend an appointment and they create...
5.2.6 Other Settings of Messages Module
Layout: change the emails list layout Filters: set up filter rules for automatic transfer of emai...
5.2.7 Mass email
A mass mailing tool is available send an email to multiple recipients (20 max) in a single shot. ...
5.3 Email Templates
The vtenext admin user can make email templates available to other users for use for single email...
5.4 Talks Module
vtenext proposes an alternative solution to manage the exchange of information within your organi...
5.5 Notification Module
vtenext keep users informed of the data of interest by means of the Notifications tool. Each user...