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19 Customise module numbering

User Manual vtenext 26.04 19 Customise module numbering

Through this menu you can modify the sequence and the coding of the prefix of each entity present...

Updated 2 months ago by Alberto

18.8 Tax Calculation

User Manual vtenext 26.04 18 Other vtenext Settings

You can set the tax items to be used on Quotes, Orders, Invoices and Delivery Notes. Negative ta...

Updated 2 months ago by Alberto

18.7 Currencies

User Manual vtenext 26.04 18 Other vtenext Settings

It is possible to manage different types of currencies in the event there are users who have to d...

Updated 2 months ago by Alberto

18.5 Server SoftPhone Settings

User Manual vtenext 26.04 18 Other vtenext Settings

vtenext can be integrated with Asterisk, an open source telephone PBX application that allows you...

Updated 2 months ago by Alberto

18.4 Account Details

User Manual vtenext 26.04 18 Other vtenext Settings

In Company Details you can specify the details of your company. This information can then be ret...

Updated 2 months ago by Alberto

18.3.3 GDPR module settings

User Manual vtenext 26.04 18 Other vtenext Settings

For privacy management, you can customise certain configurations, the templates proposed for comm...

Updated 2 months ago by Alberto

Preferenze utente

Connettore Exchange

Preferenze Utente con autenticazione a Office 365 Preferenze Utente con autenticazione a Office ...

Updated 2 months ago by Admin

18.3.1 Enabling the customer portal for a user

User Manual vtenext 26.04 18 Other vtenext Settings

Only contacts present in vtenext can be enabled for the Customer Portal. Within the individual co...

Updated 2 months ago by Alberto

18.3 Customer Portal - Business Portal

User Manual vtenext 26.04 18 Other vtenext Settings

It's possible to configure the functions of your customer portal through the 'Customer Portal' se...

Updated 2 months ago by Alberto

18.1 Template email

User Manual vtenext 26.04 18 Other vtenext Settings

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

Updated 2 months ago by Alberto

17.15 Mail Converter

User Manual vtenext 26.04 17 vtenext customization: advanced sett...

The Mail Converter is a tool that allows you to read one or more mailboxes and, when a condition ...

Updated 2 months ago by Alberto

17.14 Field Formulas

User Manual vtenext 26.04 17 vtenext customization: advanced sett...

Field Formulas are custom fields that handle simple calculations and generate the result directly...

Updated 2 months ago by Alberto

17.13 List view colours

User Manual vtenext 26.04 17 vtenext customization: advanced sett...

Allows for the application of custom colours of views by list, or related list, based on the valu...

Updated 2 months ago by Alberto

17.12 Menu Settings

User Manual vtenext 26.04 17 vtenext customization: advanced sett...

This allows you to choose the main modules, and the order of items, of your CRM, which will be d...

Updated 2 months ago by Alberto

17.11 Encrypted Field Editor

User Manual vtenext 26.04 17 vtenext customization: advanced sett...

The encrypted field editor allows you to protect the content of a field by means of an access pas...

Updated 2 months ago by Alberto

17.10 Linked picklist editor

User Manual vtenext 26.04 17 vtenext customization: advanced sett...

Configuring Linked Picklist fields means establishing a dependency between the values of two drop...

Updated 2 months ago by Alberto

17.9 Multilingual Picklist Editor

User Manual vtenext 26.04 17 vtenext customization: advanced sett...

It is necessary to configure multi-language drop-down menus when you have users accessing vtenext...

Updated 2 months ago by Alberto

17.8 Standard Picklist Editor

User Manual vtenext 26.04 17 vtenext customization: advanced sett...

It allows you to modify the content of Picklists, adding or modifying the values present, and ass...

Updated 2 months ago by Alberto

17.7.3 Table field

User Manual vtenext 26.04 17 vtenext customization: advanced sett...

The Table Field in vtenext can serve various purposes, such as creating a list of items within an...

Updated 2 months ago by Alberto

17.7.2 Modules Manager and Layout Editor

User Manual vtenext 26.04 17 vtenext customization: advanced sett...

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

Updated 2 months ago by Alberto