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16.7 Advanced Sharing Access
This allows you to extend data access permissions for a user on a specific module, based on rules...
16.8 Audit Trails
The Audit Trails function allows the system administrator to know what a user has done in vtenext...
16.9 User Login History
As a vtenext administrator, you can monitor access to the system and view the history of each use...
16.10 Check User Login
Again, as an administrator user, you can view failed login attempts for each user and if they hav...
17 vtenext customization: advanced settings
Customisation features are very important because they guarantee the use of vtenext for a wide ra...
15.2 My Sites
This area allows you to view websites of interest directly on vtenext. The system is also very us...
15.3 License and number of users
The Copyright and the License icon is found on the bottom right-hand corner of all vtenext pages;...
15.4 Synchronizations
From vtenext settings the crm synchronization function can be accessed with other applications. T...
15.5 Recycle Bin
The crm has a module called Recycle bin which allows to restore every removed entity from every m...
15.6 Push Notifications
As soon as the version 23.08 is installed or updated, in the CRM's notification area, you will fi...
15.7 Synchronization with Zapier
Zapier is a product that allows end-users to integrate web applications and automate workflows. I...
15.8 Employees Module
The Employees module allows you to register your employees or co-workers, both internal and exter...
15.9 Klondike Co-Pilot (Your Personal Assistant)
(This plugin is sold separately) Klondike Co-Pilot is an advanced solution that enhances the cap...
16 Hierarchical roles and user profiling
You can access the Check User Login section using the Settings item, present in the menu of the a...
16.1.1 Create new profile
STEP 1: Once on Settings > Profiles, press New Profile: STEP 2: in the configuration window fo...
16.2 Roles
Roles underpin the entire security system, each of which is based on a profile. The administrator...
14 PDF Maker
The PDF Maker module allows you to create PDF documents that are generated with the rationale of ...
14.1 Create a PDF template
To create a new template for the PDF Maker module, click on the ADD TEMPLATE key or button on the...
14.1.1 Insert images in PDF
Press the Image button in the editor: URL insert the URL of the image (if alread...
14.1.2 Insert tables in PDF
To create a table in the PDF Maker, simply use the appropriate function in the editor, which is h...