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3.13 Service Contracts

Wilson for vtenext App - User Manual 3. Modules

Service Contracts (services measured in hours/days) are organized with filters and information ca...

Updated 2 years ago by Admin

3.12 Services

Wilson for vtenext App - User Manual 3. Modules

This module contains the list of services that can be offered to customers. As in the Web version...

Updated 2 years ago by Admin

3.11 Installations

Wilson for vtenext App - User Manual 3. Modules

Installations are organized with filters and information cards. Within the main information an In...

Updated 2 years ago by Admin

3.10 Products

Wilson for vtenext App - User Manual 3. Modules

In Wilson for vtenext the Products module only exists as a relation for other modules that use it...

Updated 2 years ago by Admin

3.9 Invoices

Wilson for vtenext App - User Manual 3. Modules

Invoices are again organized with filters and information cards. Within the main information an I...

Updated 2 years ago by Admin

3.8 Sales Orders

Wilson for vtenext App - User Manual 3. Modules

Sales Orders are also organized with filters and information cards. The main information must inc...

Updated 2 years ago by Admin

3.7 Quotes

Wilson for vtenext App - User Manual 3. Modules

The Quotations module is again organized with filters and information cards (Customized Informati...

Updated 2 years ago by Admin

3.6 Potentials

Wilson for vtenext App - User Manual 3. Modules

Potentials are starting points for negotiations. The module is organized with filters and informa...

Updated 2 years ago by Admin

3.1 Calendar and Tasks

Wilson for vtenext App - User Manual 3. Modules

These two modules are used to add activities and deadlines in the vtenext Calendar. Everything th...

Updated 2 years ago by Admin

3.3 Contacts

User Manual vtenext 22.05 3 Customers records and basic data mana...

Contacts contains the lists of the physical persons with whom relations have been established: ...

Updated 2 years ago by Alberto

5.5 Notification Module

User Manual vtenext 22.05 5 Personal communication tools

vtenext keep users informed of the data of interest by means of the Notifications tool.Each user ...

Updated 2 years ago by Alberto

3.1 Calendario e Compiti

Manuale APP Wilson per vtenext 3. Moduli

Con questi due moduli, si aggiungono attività e scadenze nel calendario di vtenext. Tutto quello ...

Updated 2 years ago by Admin

2.1 Instrument Bar and Icons

Wilson for vtenext App - User Manual 2. Instruments

The instrument bar on every page of the App has the following icons. Starting from the left: ...

Updated 2 years ago by Admin

3.9 Fattura

Manuale APP Wilson per vtenext 3. Moduli

Anche le Fatture sono organizzate da filtri e schede informative. All'interno delle informazioni ...

Updated 2 years ago by Admin

3.7 Preventivi

Manuale APP Wilson per vtenext 3. Moduli

Anche il modulo dei Preventivi, è organizzato da filtri e schede informative (Informazioni Person...

Updated 2 years ago by Admin

3.20 Report Visita

Manuale APP Wilson per vtenext 3. Moduli

Con questo modulo è possibile gestire le visite a clienti potenziali o acquisiti. Come al solito,...

Updated 2 years ago by Admin

3.8 Ordini di Vendita

Manuale APP Wilson per vtenext 3. Moduli

Anche gli ordini di vendita sono organizzati da filtri e schede informative. All'interno delle in...

Updated 2 years ago by Admin

6. Ricerca Globale

Manuale APP Wilson per vtenext

Quando abbiamo la necessità di cercare un’entità anagrafica in tutto il crm, dovremo prima di tut...

Updated 2 years ago by Admin

3.21 DDT

Manuale APP Wilson per vtenext 3. Moduli

I DDT sono organizzati, come tutti i moduli di VTECRM, in filtri e schede informative. Essi devon...

Updated 2 years ago by Admin

3.19 Ordini di Acquisto

Manuale APP Wilson per vtenext 3. Moduli

Anche gli Ordine di Acquisto sono organizzati da filtri e schede informative (informazioni princi...

Updated 2 years ago by Admin