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9.3.1 Recurring billing from Sales Order
It is possible to activate the automatic generation of invoices from the sales order through the ...
9.3 Sales orders
The potential can be considered as obtained when the order confirmation arrives. The order, howev...
9.2 Quotes
You can create a new quote through the reports and Add Quote menu from the potential, company or ...
9.1 Potentials
A potential is established if there is a real interest in your products/services from both potent...
9 Sales: from the potentials to invoice
The main modules and processes involved in the pre-sales, sales and after-sales phases are: Le...
10.7 FAQs
FAQs (Frequently Asked Questions) refers to typical questions relating to the standard scenario, ...
10.6 Installations
Some companies need to associate a specific serial or registration number to a sold product. vten...
10.5 Services Contract
In vtenext there is the SERVICE CONTRACTS module dedicated to the management of a service sold to...
10.4 Activity tracking
Tracking is useful for always storing and monitoring the time invested on your customers for any ...
10.3.1 SLA configuration
To configure the SLA module, access the SLA.config.php file in the subfolder where the CRM module...
10.3 SLA
The Service Level Agreement defines the level of efficiency that a company is committed to mainta...
10.2 Timecards
It is possible to associate resolution actions with the tickets. This is a second level of detail...
10.1.1 Service channels
The tickets can mainly come from three different communication channels: Phone: the client calls...
10.1 Trouble Tickets
A ticket applies across different areas: in HelpDesk it is considered as a request by the client,...
10 After-sales: trouble tickets and activity tracking
The after-sales phase is focused on customer support and requires: Managing any problems or cu...
2.8 Access privileges
The access privileges associated with the user and used to access vtenext are defined by the admi...
2.7 Users preferences
To access user settings click on the icon of your personal avatar and then click on PREFERENCES...
2.6.1 How to create a Filter
The following section explains how to create a customised filter starting from a list of accounts...
2.6 Filters
The filters facilitate CRM search activities. Setting up a filter means creating a search system ...
2.5.2 Quick look relations
In the list view and in the detail view, the CRM allows you to preview several summary items of a...