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5.2.4 Emails Sharing
To share an email with another user, simply open a conversation on the email concerned. The “Conv...
5.2.5 .ics support for calendar
Attachments in .ics format are identified as invitations to attend an appointment and they create...
5.2.6 Other Settings of Messages Module
Layout: change the emails list layout Filters: set up filter rules for automatic trans...
5.2.7 Mass email
A mass mailing tool is available send an email to multiple recipients (20 max) in a single shot. ...
5.3 Email Templates
The vtenext admin user can make email templates available to other users for use for single email...
5.4 Talks Module
vtenext proposes an alternative solution to manage the exchange of information within your organi...
5.5 Notification Module
vtenext keep users informed of the data of interest by means of the Notifications tool.Each user ...
5.5.1 vtenext version update notification
From version 19.10 you can receive a notification from the CRM when a new vtenext version update ...
4.1.1 Edit and Duplicate an Event
You have two ways to edit or duplicate an event: BY DRAGGING If you drag an event to a diffe...
4.2 To-Dos
To-dos are always assigned to a user or a group of users; it is not however possible to invite ot...
4.3 Shared Calendar and preferences
The user can set up several fields from the calendar settings icon (accessible also from User Pr...
4.4 Shared calendar access and events visibility
To manage privileges to view and edit the calendar it is essential to know the Sharing Access (fr...
4.5 Import and export activities
To import or export Activities between vtenext and other applications, the standard iCalendar for...
4.6 Book me - Make an appointment
Version 21.01 onward includes the new Book me function to make appointments based on the calendar...
5 Personal communication tools
The main purpose of a CRM system is management of customer relationships, in regard to which comm...
5.1 Outbound mail configuration (SMTP)
To activate the transmission of emails from CRM, fill in the SMTP server data in Settings > Mail ...
5.2 Messages Module
The vtenext Messages module uses the IMAP email account. You can work on emails through vtenext a...
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; Poten...
3.3 Contacts
Contacts contains the lists of the physical persons with whom relations have been established: ...