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9.1 Potentials

User Manual vtenext 22.05 9 Sales: from the potentials to the inv...

A potential is established if there is a real interest in your products/services from both potent...

8.5 Products and Services Import/ Export

User Manual vtenext 22.05 8 Inventory: products, services and pri...

With the export and import functions, you can exchange vtenext data with a large number of third-...

8.4 Price Books

User Manual vtenext 22.05 8 Inventory: products, services and pri...

The function of a price book is to collect a set of products whose price changes compared to the ...

8.3 Services

User Manual vtenext 22.05 8 Inventory: products, services and pri...

Like the Products module, designed to distinguish the catalogue of physical products in the inven...

8.2 Product Lines

User Manual vtenext 22.05 8 Inventory: products, services and pri...

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

User Manual vtenext 22.05 8 Inventory: products, services and pri...

From vtenext 20.04 it is possible to manage product variants with the new module Configurable Pro...

8.1.1 Products bundle

User Manual vtenext 22.05 8 Inventory: products, services and pri...

You can create and manage product bundles by defining parent-child type inter-product relationshi...

6.1.7 Newsletter Template Creation

User Manual vtenext 22.05 6 Marketing Communication Tools

Now we will learn how to create a new Newsletter Template by using the drag&drop editor. Accessin...

6.1.6 New Newsletter editor

User Manual vtenext 22.05 6 Marketing Communication Tools

From vtenext 20.04, a new newsletter editor is available and allows creating newsletter in a easi...

4.6 Book me - Make an appointment

User Manual vtenext 22.05 4 Calendar and Activities

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

User Manual vtenext 22.05 4 Calendar and Activities

To manage privileges to view and edit the calendar it is essential to know the Sharing Access (fr...

4.3 Shared Calendar and preferences

User Manual vtenext 22.05 4 Calendar and Activities

The user can set up several fields from the calendar settings icon  (accessible also from User Pr...

4 Calendar and Activities

User Manual vtenext 22.05 4 Calendar and Activities

The vtenext calendar allows you to award a priority to your activities, specifying the users or c...

21 CRONJOB

User Manual vtenext 22.05 21 CRONJOB – Processes to Plan

For the correct functioning of the application, it is necessary to activate the jobs related to a...

Updated 2 years ago by Alberto

18.3.2 Customer Portal Interface

User Manual vtenext 22.05 18 Other vtenext Settings

Once they have entered their login details, your customer can first enter a new request for assis...

Updated 2 years ago by Alberto

3.6 Mass Edit

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

The Mass Edit function is useful for rapid updating of fields in one or more selected records. F...

Updated 2 years ago by Alberto

3.5.5 Save Mapping

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

All users can perform a uniqueness check on each module by means of the "Find Duplicates” button ...

Updated 2 years ago by Alberto

3.5.4 Checking duplicates in a module

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

You can check for the presence of duplicates in a module by means of a wizard. To launch the dup...

Updated 2 years ago by Alberto

3.5.1 Imports

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

In all modules that involve master data, is possible to import data from CSV files, clicking on t...

Updated 2 years ago by Alberto

3.5 How to import and export records

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

If authorised by admin, you will find two specific buttons for data Import/Export in the vtenext ...

Updated 2 years ago by Alberto