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3.4 Vendors
The Vendors module contains the business name records that correspond to companies that supply go...
3.5 How to import and export records
If authorised by admin, you will find two specific buttons for data Import/Export in the vtenext ...
3.5.4 Checking duplicates in a module
You can check for the presence of duplicates in a module by means of a wizard. To launch the dup...
3.5.5 Save Mapping
All users can perform a uniqueness check on each module by means of the "Find Duplicates” button ...
3.6 Mass Edit
The Mass Edit function is useful for rapid updating of fields in one or more selected records. F...
4 Calendar and Activities
The vtenext calendar allows you to award a priority to your activities, specifying the users or c...
2.5.1 Record structure (detail view)
1. Relations with other modules: positioned on the right of the screen, this function summarise...
2.5.2 Quick look relations
In the list view and in the detail view, the CRM allows you to preview several summary items of a...
2.6 Filters
The filters facilitate CRM search activities. Setting up a filter means creating a search system ...
2.6.1 How to create a Filter (standard filters, advanced filters, filters based on report, kanban)
The following section explains how to create a customised filter starting from a list of accounts...
3 Customers records and basic data management
vtenext identifies 4 types of customer records: Leads: potential customers; Accounts: acquire...
3.1 Leads
A lead is a potential customer whose interest in the products or services offered by your company...
3.1.1 Lead creation
Creating a new lead: to create a new record, access the LEADS module and click on the button ...
3.1.2 Lead conversion
A show of interest from the lead in relation to your proposal corresponds to the opening of a com...
vtenext 25.02 Release Note
Cases Module The Cases module is designed to manage reports, issues, and internal requests withi...
2 First steps: how to browse vtenext
This section consists in a brief introduction to vtenext for those who are accessing the system f...
2.1 System login
To login to vtenext enter your user credentials in the system login page and click on the Login b...
2.1.1 User session duration
The duration of the user session in vtenext depends mainly on the php session, that is on a param...
2.2 Home
When the user logs in to the CRM the user-specific home page can be displayed (this setting is ed...
2.3 Navigation methods: menus
The navigation within vtenext is guided from two menus positioned on the left and right of the sc...