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1.5 Azioni BPMN
Di seguito elencate le principali azioni BPMN: CREA ENTITA' AGGIORNA ENTITA' ELIMINA ENTITA'...
1.4 Simbologia
SIMBOLOGIAQui in basso la simbologia utilizzata per creare un diagramma. ...
1.2 Sezione Process Manager: Descrizione Generale ed Elenco Funzionalità
DESCRIZIONE GENERALE Rappresenta la sezione in cui poter modificare, creare, importare ed esport...
1.3 Configurazione Diagramma di Flusso e Left Menu
DIAGRAMMA DI FLUSSOPer poter visualizzare il diagramma di flusso di un processo esistente si dovr...
CRM Requirements
To use Outlook Mail Connector, an active vtenext CRM instance with an enabled Mail Connector lice...
Requisiti CRM
Per utilizzare Outlook Mail Connector è necessario disporre di un’istanza attiva del CRM vtenext ...
License Activation or Trial 30
The plugin requires the activation of a license, either trial or production, with Pantarei Inform...
Logout and Uninstallation
Outlook Mail Connector can be logged out from or removed without affecting any data already store...
Plugin Updates
Outlook Mail Connector is updated automatically through the Microsoft Store. No manual intervent...
Email Data Handling and Privacy Considerations
When an email is linked to the CRM using Outlook Mail Connector, the message is fully copied into...
CRM Permission Replication in the Plugin
Outlook Mail Connector fully replicates the permission structure configured within the vtenext CR...
Email Positioning in the CRM and Messages Relationship
Emails linked through Outlook Mail Connector are stored directly within the selected record in th...
Attachment Management
When an email is linked to the CRM using Outlook Mail Connector, any attachments included in the ...
Linking Emails to the CRM
After selecting the appropriate CRM module and identifying the correct record, the email can be l...
Module Selection and Record Search
Once the Outlook Mail Connector plugin is open, users can select the CRM module to which the emai...
Accessing the Plugin from an Email
Outlook Mail Connector is accessed directly from within an opened email in Microsoft Outlook via ...
Logout and Session Management
Outlook Mail Connector maintains an authenticated session with the vtenext CRM once login has bee...
CRM URL and Credentials Entry
After installing the Outlook plugin and activating the license on the CRM side, users can log in ...
CRM-Side Installation and License Activation Procedure
To make Outlook Mail Connector operational, the corresponding component must be installed and act...
Free Plugin but CRM License Required
Outlook Mail Connector is available for free in the Microsoft Store under the name vtenext Mail C...