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9.1 Potentials
A potential is established if there is a real interest in your products/services from both potent...
8.5 Products and Services Import/ Export
With the export and import functions, you can exchange vtenext data with a large number of third-...
8.4 Price Books
The function of a price book is to collect a set of products whose price changes compared to the ...
8.3 Services
Like the Products module, designed to distinguish the catalogue of physical products in the inven...
8.2 Product Lines
A product Line combines a group of products that meet the same type of needs. In simple terms, a ...
8.1.2 Configurable products and product variants
From vtenext 20.04 it is possible to manage product variants with the new module Configurable Pro...
8.1.1 Products bundle
You can create and manage product bundles by defining parent-child type inter-product relationshi...
6.1.7 Newsletter Template Creation
Now we will learn how to create a new Newsletter Template by using the drag&drop editor. Accessin...
6.1.6 New Newsletter editor
From vtenext 20.04, a new newsletter editor is available and allows creating newsletter in a easi...
4.6 Book me - Make an appointment
Version 21.01 onward includes the new Book me function to make appointments based on the calendar...
4.4 Shared calendar access and events visibility
To manage privileges to view and edit the calendar it is essential to know the Sharing Access (fr...
4.3 Shared Calendar and preferences
The user can set up several fields from the calendar settings icon (accessible also from User Pr...
4 Calendar and Activities
The vtenext calendar allows you to award a priority to your activities, specifying the users or c...
21 CRONJOB
For the correct functioning of the application, it is necessary to activate the jobs related to a...
18.3.2 Customer Portal Interface
Once they have entered their login details, your customer can first enter a new request for assis...
3.6 Mass Edit
The Mass Edit function is useful for rapid updating of fields in one or more selected records. F...
3.5.5 Save Mapping
All users can perform a uniqueness check on each module by means of the "Find Duplicates” button ...
3.5.4 Checking duplicates in a module
You can check for the presence of duplicates in a module by means of a wizard. To launch the dup...
3.5.1 Imports
In all modules that involve master data, is possible to import data from CSV files, clicking on t...
3.5 How to import and export records
If authorised by admin, you will find two specific buttons for data Import/Export in the vtenext ...