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19 Customise module numbering
Through this menu you can modify the sequence and the coding of the prefix of each entity present...
18.8 Tax Calculation
You can set the tax items to be used on Quotes, Orders, Invoices and Delivery Notes. Negative ta...
18.7 Currencies
It is possible to manage different types of currencies in the event there are users who have to d...
18.5 Server SoftPhone Settings
vtenext can be integrated with Asterisk, an open source telephone PBX application that allows you...
18.4 Account Details
In Company Details you can specify the details of your company. This information can then be ret...
18.3.3 GDPR module settings
For privacy management, you can customise certain configurations, the templates proposed for comm...
Preferenze utente
Preferenze Utente con autenticazione a Office 365 Preferenze Utente con autenticazione a Office ...
18.3.1 Enabling the customer portal for a user
Only contacts present in vtenext can be enabled for the Customer Portal. Within the individual co...
18.3 Customer Portal - Business Portal
It's possible to configure the functions of your customer portal through the 'Customer Portal' se...
18.1 Template email
As for the newsletter module, the admin user will be able to access the email template ...
17.15 Mail Converter
The Mail Converter is a tool that allows you to read one or more mailboxes and, when a condition ...
17.14 Field Formulas
Field Formulas are custom fields that handle simple calculations and generate the result directly...
17.13 List view colours
Allows for the application of custom colours of views by list, or related list, based on the valu...
17.12 Menu Settings
This allows you to choose the main modules, and the order of items, of your CRM, which will be d...
17.11 Encrypted Field Editor
The encrypted field editor allows you to protect the content of a field by means of an access pas...
17.10 Linked picklist editor
Configuring Linked Picklist fields means establishing a dependency between the values of two drop...
17.9 Multilingual Picklist Editor
It is necessary to configure multi-language drop-down menus when you have users accessing vtenext...
17.8 Standard Picklist Editor
It allows you to modify the content of Picklists, adding or modifying the values present, and ass...
17.7.3 Table field
The Table Field in vtenext can serve various purposes, such as creating a list of items within an...
17.7.2 Modules Manager and Layout Editor
The Modules Manager allows for the activation and deactivation of all modules within the CRM, bo...