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17.17 Klondike A.I. connector

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

From vtenext 20.04 in settings is available the new additional plug in Klondike AI. It allows to ...

Updated 1 year ago by Admin

18 Other vtenext Settings

User Manual vtenext 25.02 18 Other vtenext Settings

You can define further settings within vtenext: Template email Webforms Webform with GDPR fi...

Updated 1 year ago by Admin

18.1 Template email

User Manual vtenext 25.02 18 Other vtenext Settings

As for the newsletter module, the admin user will be able to access to the email template editor....

Updated 1 year ago by Admin

18.2 Webforms

User Manual vtenext 25.02 18 Other vtenext Settings

Through the vtenext Webforms tool, you can create a web form to be inserted within your site, for...

Updated 1 year ago by Admin

17.2 Workflow

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

The Workflow tool was replaced by the module processes (Process Manager). It is possible to see a...

Updated 1 year ago by Admin

17.3 Status Manager

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

This tool makes it possible to implement flow logics in the management of information through the...

Updated 1 year ago by Admin

17.4 Conditionals

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

Conditionals allow you to define special permissions to access one or more fields of the same mod...

Updated 1 year ago by Admin

17.5 Wizard Creator

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

The "Wizard Creator" function allows the administrator to create guided procedures (called wizard...

Updated 1 year ago by Admin

17.6 Modules Creator

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

This tool allows for the autonomous creation of entire modules integrated perfectly within the st...

Updated 1 year ago by Admin

17.6.2 Other functions on modules

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

Unistall, import, export Uninstall the module: it will no longer be usable and the...

Updated 1 year ago by Admin

17.6.3 Import new language pack

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

The module manager allows you to import a new language package. The procedure below sets out the ...

Updated 1 year ago by Admin

17.7.1 BUTTON field in vtenext

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

The button field, present in SETTINGS > MODULE MANAGER > MODULE NAME > LAYOUT EDITOR, allows us t...

Updated 1 year ago by Admin

17.7.2 Modules Manager and Layout Editor

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

The Modules Manager allows for the activation and deactivation of all modules within the CRM, b...

Updated 1 year ago by Admin

16.3 Users

User Manual vtenext 25.02 16 Hierarchical roles and user profiling

From Settings > Users you can create and manage users, which are displayed in a list on the main ...

Updated 1 year ago by Admin

16.3.1 How to replace one user with another

User Manual vtenext 25.02 16 Hierarchical roles and user profiling

In a company, it can happen that a colleague decides to change jobs and therefore no longer be pa...

Updated 1 year ago by Admin

16.4 Groups

User Manual vtenext 25.02 16 Hierarchical roles and user profiling

Groups are effective tools for bringing together users who belong to the same team. They are used...

Updated 1 year ago by Admin

16.5 Sharing Access

User Manual vtenext 25.02 16 Hierarchical roles and user profiling

vtenext allows you to set the access privileges of the Roles, defining whether the content of the...

Updated 1 year ago by Admin

16.5.1 Global Access Rules

User Manual vtenext 25.02 16 Hierarchical roles and user profiling

The first thing to define is the Sharing Access rule for each of the modules. With what degree of...

Updated 1 year ago by Admin

16.5.2 Custom Rules

User Manual vtenext 25.02 16 Hierarchical roles and user profiling

At the bottom of the Sharing Access panel, you can create exceptions to the permissions that you ...

Updated 1 year ago by Admin

16.6 Access Field

User Manual vtenext 25.02 16 Hierarchical roles and user profiling

The available function is used to control the visibility of the fields in the various modules on ...

Updated 1 year ago by Admin