Recently Updated Pages
5.5.1 vtenext version update notification
From version 19.10 you can receive a notification from the CRM when a new vtenext version update ...
5.6 Documents
vtenext features a simple but invaluable documents manager. Documents manager main characteristic...
3.4 Vendors
The Vendors module contains the business name records that correspond to companies that supply go...
3.5 How to import and export records
If authorised by admin, you will find two specific buttons for data Import/Export in the vtenext ...
3.5.1 Imports
In all modules that involve master data, is possible to import data from CSV files, clicking on t...
3.5.2 How to format the CSV file
Data must be in ASCII format with values separated by commas or semi-colons. The csv format is fr...
3.5.3 Export
The export process allows the records to be saved in a csv file. Click on the icon to open a menu...
3.5.4 Checking duplicates in a module
You can check for the presence of duplicates in a module by means of a wizard. To launch the dupl...
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...