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12.4 Project Milestones and Progress Chart
Project Milestones represent the end points of planning steps. In the graph they are represented ...
12.3 Project Tasks
Operations comprise the internal phases of the planning that, once completed, lead to the conclus...
12.2 Projects
To create a new project, access the module and press the button Key fields: Related t...
12.1 Job Orders
From vtenext 20.04 the new module Job Orders is now available. The module is linked to the Projec...
12 Projects and Job Orders management
Project management in vtenext is organised over four modules: Job Orders Projects Project Ta...
3.1.1 Lead creation
Creating a new lead: to create a new record, access the LEADS module and click on the button ...
3.1 Leads
A lead is a potential customer whose interest in the products or services offered by your company...
3 Customers records and basic data management
vtenext identifies 4 types of customer records: Leads: potential customers; Accounts: acquire...
2.6 Filters
The filters facilitate CRM search activities. Setting up a filter means creating a search system ...
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...
2.5.1 Record structure (detail view)
1. Relations with other modules: positioned on the right of the screen, this function summarise...
2.5 Modules structure
The application is structured according to relations between the various modules, based on the pr...
2.4 Search in module
To find a term in a specific module, press the icon search. The research result is temporary, ...
2.3.3 Contextual Icons
The button is used to create a new entity in the module in which you are currently positioned. W...
2.3.2 Fixed Icons
Processes: clicking on this icon gives access to the detailed view of all processes imple...
2.3 Navigation methods: menus
The navigation within vtenext is guided from two menus positioned on the left and right of the sc...
2.1.1 User session duration
The duration of the user session in vtenext depends mainly on the php session, that is on a param...
2.1 System login
To login to vtenext enter your user credentials in the system login page and click on the Login b...
2 First steps: how to browse vtenext
This section consists in a brief introduction to vtenext for those who are accessing the system f...
Configurazione
Configurazione CRON Verificare che il file RunCron.sh nella cartella cron abbia i permessi di e...