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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...
17.8 Standard Picklist Editor
It allows you to modify the content of Picklists, adding or modifying the values present, and ass...
17.7.3 Modules Manager and Layout Editor
The Modules Manager allows for the activation and deactivation of all modules within the CRM, b...
17.7.2 Custom fields mapping for Leads conversion
For the Leads module only, you can map the custom fields for the transfer of content to the Accou...
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...
17.1 Process Manager
The Process Manager is the tool that makes it possible to manage processes within a company, inte...
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 ...
16.5 Sharing Access
vtenext allows you to set the access privileges of the Roles, defining whether the content of the...
16.4 Groups
Groups are effective tools for bringing together users who belong to the same team. They are used...
16.3 Users
From Settings > Users you can create and manage users, which are displayed in a list on the main ...
16.2 Roles
Roles underpin the entire security system, each of which is based on a profile. The administrator...