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17.17 Klondike A.I. connector
From vtenext 20.04 in settings is available the new additional plug in Klondike AI. It allows to ...
18 Other vtenext Settings
You can define further settings within vtenext: Template email Webforms Webform with GDPR fi...
18.1 Template email
As for the newsletter module, the admin user will be able to access to the email template editor....
18.2 Webforms
Through the vtenext Webforms tool, you can create a web form to be inserted within your site, for...
17.2 Workflow
The Workflow tool was replaced by the module processes (Process Manager). It is possible to see a...
17.3 Status Manager
This tool makes it possible to implement flow logics in the management of information through the...
17.4 Conditionals
Conditionals allow you to define special permissions to access one or more fields of the same mod...
17.5 Wizard Creator
The "Wizard Creator" function allows the administrator to create guided procedures (called wizard...
17.6 Modules Creator
This tool allows for the autonomous creation of entire modules integrated perfectly within the st...
17.6.2 Other functions on modules
Unistall, import, export Uninstall the module: it will no longer be usable and the...
17.6.3 Import new language pack
The module manager allows you to import a new language package. The procedure below sets out the ...
17.7.1 BUTTON field in vtenext
The button field, present in SETTINGS > MODULE MANAGER > MODULE NAME > LAYOUT EDITOR, allows us t...
17.7.2 Modules Manager and Layout Editor
The Modules Manager allows for the activation and deactivation of all modules within the CRM, b...
16.3 Users
From Settings > Users you can create and manage users, which are displayed in a list on the main ...
16.3.1 How to replace one user with another
In a company, it can happen that a colleague decides to change jobs and therefore no longer be pa...
16.4 Groups
Groups are effective tools for bringing together users who belong to the same team. They are used...
16.5 Sharing Access
vtenext allows you to set the access privileges of the Roles, defining whether the content of the...
16.5.1 Global Access Rules
The first thing to define is the Sharing Access rule for each of the modules. With what degree of...
16.5.2 Custom Rules
At the bottom of the Sharing Access panel, you can create exceptions to the permissions that you ...
16.6 Access Field
The available function is used to control the visibility of the fields in the various modules on ...