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18 Other vtenext Settings
You can define further settings within vtenext: Template email Webforms Webform with GDPR fi...
18.2.1 Webform with GDPR fields
GDPR fields have been enabled inside the webforms from version 18.12 onwards. For example, you ca...
17.6.2 Other functions on modules
Unistall, import, export Uninstall the module: it will no longer be usable and the...
17.7.1 BUTTON field in vtenext
The button field, present in SETTINGS > MODULE MANAGER > MODULE NAME > LAYOUT EDITOR, allows us t...
17.1 Process Manager
The Process Manager is the tool that makes it possible to manage processes within a company, inte...
16.5.1 Global Access Rules
The first thing to define is the Sharing Access rule for each of the modules. With what degree of...
17 vtenext customization: advanced settings
Customisation features are very important because they guarantee the use of vtenext for a wide ra...
15.9 Klondike Co-Pilot (Your Personal Assistant)
(This plugin is sold separately) Klondike Co-Pilot is an advanced solution that enhances the cap...
16 Hierarchical roles and user profiling
You can access the Check User Login section using the Settings item, present in the menu of the a...
15.2 My Sites
This area allows you to view websites of interest directly on vtenext. The system is also very us...
15.3 License and number of users
The Copyright and the License icon is found on the bottom right-hand corner of all vtenext pages;...
15.6 Push Notifications
As soon as the version 23.08 is installed or updated, in the CRM's notification area, you will fi...
15.7 Synchronization with Zapier
Zapier is a product that allows end-users to integrate web applications and automate workflows. I...
14.5 Export to PDF
To generate a PDF, access the main module registry (e.g.: Quotes) and click the Other button in t...
14.6 Products Images in PDF
In the product block models, you can also add thumbnails related to the images uploaded in the pr...
14.7 Custom Functions in PDF
It is possible to define custom functions for data processing within the PDF Maker. To add a cust...
14.8 PDF file name
In the PDF Maker Settings tab, you can define the name of the output PDF file. This option allows...
14.9 Export/Import PDF Template
You can import or export the templates of the PDF Maker module in XML format using the appropriat...
14.10 Language Labels in PDF Maker
The Labels feature available in PDF Maker is very important if you want to manage PDFs in multi...