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18.11 Single Sign-On

User Manual vtenext 25.02 18 Other vtenext Settings

Single Sign-On (SSO) is an authentication mechanism that allows users to access multiple applicat...

Updated 1 year ago by Admin

19 Customise module numbering

User Manual vtenext 25.02 19 Customise module numbering

Through this menu you can modify the sequence and the coding of the prefix of each entity present...

Updated 1 year ago by Admin

20 System logs

User Manual vtenext 25.02 20 System logs

Manages and displays the system logs of file or database type for modules:

Updated 1 year ago by Admin

21 CRONJOB

User Manual vtenext 25.02 21 CRONJOB – Processes to Plan

For the correct functioning of the application, it is necessary to activate the jobs related to a...

Updated 1 year ago by Admin

18.2.1 Webform with GDPR fields

User Manual vtenext 25.02 18 Other vtenext Settings

GDPR fields have been enabled inside the webforms from version 18.12 onwards. For example, you ca...

Updated 1 year ago by Admin

18.3.1 Enabling the customer portal for a user

User Manual vtenext 25.02 18 Other vtenext Settings

Only contacts present in vtenext can be enabled for the Customer Portal. Within the individual co...

Updated 1 year ago by Admin

18.3.2 Customer Portal Interface

User Manual vtenext 25.02 18 Other vtenext Settings

INTERFACE VERSION 1 Once they have entered their login details, your customer can first enter a ...

Updated 1 year ago by Admin

18.3.3 GDPR module settings

User Manual vtenext 25.02 18 Other vtenext Settings

For privacy management, you can customise certain configurations, the templates proposed for comm...

Updated 1 year ago by Admin

18.4 Account Details

User Manual vtenext 25.02 18 Other vtenext Settings

In Company Details you can specify the details of your company. This information can then be r...

Updated 1 year ago by Admin

18.4.1 Logos and Backgrounds

User Manual vtenext 25.02 18 Other vtenext Settings

In Settings, you will also find the section for 'Logos,' which allows us to change both the logos...

Updated 1 year ago by Admin

18.5 Server SoftPhone Settings

User Manual vtenext 25.02 18 Other vtenext Settings

vtenext can be integrated with Asterisk, an open source telephone PBX application that allows you...

Updated 1 year ago by Admin

18.7 Currencies

User Manual vtenext 25.02 18 Other vtenext Settings

It is possible to manage different types of currencies in the event there are users who have to d...

Updated 1 year ago by Admin

18.8 Tax Calculation

User Manual vtenext 25.02 18 Other vtenext Settings

You can set the tax items to be used on Quotes, Orders, Invoices and Delivery Notes. Negative ...

Updated 1 year ago by Admin

18.9 Proxy Server

User Manual vtenext 25.02 18 Other vtenext Settings

If your company is using a proxy server to access the Internet, you can use the Proxy Server Sett...

Updated 1 year ago by Admin

17.7.3 Table field

User Manual vtenext 25.02 17 vtenext customization: advanced sett...

The Table Field in vtenext can serve various purposes, such as creating a list of items within an...

Updated 1 year ago by Admin

17.8 Standard Picklist Editor

User Manual vtenext 25.02 17 vtenext customization: advanced sett...

It allows you to modify the content of Picklists, adding or modifying the values present, and ass...

Updated 1 year ago by Admin

17.9 Multilingual Picklist Editor

User Manual vtenext 25.02 17 vtenext customization: advanced sett...

It is necessary to configure multi-language drop-down menus when you have users accessing vtenext...

Updated 1 year ago by Admin

17.10 Linked picklist editor

User Manual vtenext 25.02 17 vtenext customization: advanced sett...

Configuring Linked Picklist fields means establishing a dependency between the values of two drop...

Updated 1 year ago by Admin

17.12 Menu Settings

User Manual vtenext 25.02 17 vtenext customization: advanced sett...

This allows you to choose the main modules, and the order of items, of your CRM, which will be ...

Updated 1 year ago by Admin

17.14 Field Formulas

User Manual vtenext 25.02 17 vtenext customization: advanced sett...

Field Formulas are custom fields that handle simple calculations and generate the result directly...

Updated 1 year ago by Admin