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2.5.3 Preview and Shortcut Buttons in List View
In module lists, the Preview button has been introduced on the left side of each row. This button...
2.6 Filters
The filters facilitate CRM search activities. Setting up a filter means creating a search system ...
2.6.1 How to create a Filter (standard filters, advanced filters, filters based on report, kanban)
The following section explains how to create a customised filter starting from a list of accounts...
2.6.2 Relationship Navigator (Expandable List View)
During the creation of a filter, by scrolling to the bottom of the configuration page, you can se...
2.7 Users preferences
To access user settings click on the icon of your personal avatar and then click on PREFERENCES. ...
2.7.1 Request Remote Support
The button Request Remote Support is used to create temporary credentials that must be provided t...
2.7.2 Two-factor Authentication (2FA)
In the User Preferences you can activate the Two-factor Authentication. It can be: Not active; Wi...
2.8 Access privileges
The access privileges associated with the user and used to access vtenext are defined by the admi...
3 Customers records and basic data management
vtenext identifies 4 types of customer records: Leads: potential customers; Accounts: acquired cu...
3.1 Leads
A lead is a potential customer whose interest in the products or services offered by your company...
3.1.1 Lead creation
Creating a new lead: to create a new record, access the LEADS module and click on the button The...
3.1.2 Lead conversion
A show of interest from the lead in relation to your proposal corresponds to the opening of a com...
3.1.3 Lead Conversion Process
If you go to Settings -> Process Manager you can find the new Lead Conversion Process which can b...
3.2 Accounts
The accounts module contains the records concerning the corporate titles of: Customers; Potential...
3.3 Contacts
Contacts contains the lists of the physical persons with whom relations have been established: ac...
vtenext 21.01 release notes
General improvements 1. European national holidays support on Calendars. 2. Improved centralized ...
vtenext 21.10.1 Release Note
NEW add Mexico timezones NEW add support to check european tax numbers NEW solar/working days in ...
vtenext 22.05 Release Note
Here are the news of the new release: Support for the new app Wilson for vtenext vte prop for def...
vtenext 23.08 Release Note
New Customer Portal It's possible to configure the customer portal with customized profiles for e...
vtenext 24.08 Release Note
New Web Features Bookme: In the user preferences, a new option has been added to easily copy the ...