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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...
17.7 Layout editor
From Settings > Business Process Manager > Module name (es. Accounts) is possible to access to La...
17.6.3 Import new language pack
The module manager allows you to import a new language package. The procedure below sets out the ...
17.6.1 Create new module
STEP 1:Â Module informationThe explanation of the individual entries can be found next to the fiel...
17.6 Modules Creator
This tool allows for the autonomous creation of entire modules integrated perfectly within the st...
17.5 Wizard Creator
The "Wizard Creator" function allows the administrator to create guided procedures (called wizard...
17.4 Conditionals
Conditionals allow you to define special permissions to access one or more fields of the same mod...
17.3 Status Manager
This tool makes it possible to implement flow logics in the management of information through the...
17.2 Workflow
The Workflow tool was replaced by the module processes (Process Manager). It is possible to see a...
16.10 Check User Login
Again, as an administrator user, you can view failed login attempts for each user and if they hav...
Attivazione Licenza o Trial 30
Il plugin prevede l’attivazione di una licenza che sia trial o di produzione con Pantarei Informa...
16.9 User Login History
As a vtenext administrator, you can monitor access to the system and view the history of each use...
16.8 Audit Trails
The Audit Trails function allows the system administrator to know what a user has done in vtenext...
16.7 Advanced Sharing Access
This allows you to extend data access permissions for a user on a specific module, based on rules...
16.6 Access Field
The available function is used to control the visibility of the fields in the various modules on ...
16.5.2 Custom Rules
At the bottom of the Sharing Access panel, you can create exceptions to the permissions that you ...