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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...
2.5.1 Record structure (detail view)
1. Relations with other modules: positioned on the right of the screen, this function summarise...
2.5 Modules structure
The application is structured according to relations between the various modules, based on the pr...
2.4 Search in module
To find a term in a specific module, press the icon search. The research result is temporary, ...
2.3.3 Contextual Icons
The button is used to create a new entity in the module in which you are currently positioned. W...
2.3.2 Fixed Icons
Processes: clicking on this icon gives access to the detailed view of all processes imple...
2.3.1 Global Search
The global search function, located in the first place on the right-hand toolbar, allows interrog...
2.3 Navigation methods: menus
The navigation within vtenext is guided from two menus positioned on the left and right of the sc...
2.1.1 User session duration
The duration of the user session in vtenext depends mainly on the php session, that is on a param...
2.1 System login
To login to vtenext enter your user credentials in the system login page and click on the Login b...
2 First steps: how to browse vtenext
This section consists in a brief introduction to vtenext for those who are accessing the system f...
11.2 Purchase Orders
Through Add Purchase Order from the reports menu of the supplier data sheet, you can attach a pre...
11.1 Vendors
In the same way as the Accounts registries, you can enter the vendor data sheets here that contai...
11 Passive cycle: vendors and purchase orders
vtenext allows you to manage the passive cycle through the modules: Vendors Purchase Orders
13.2 Charts
Once you have created a report you can generate a chart from it using the Create Graph button. ...
13 Reports and charts
Through Reports and Charts, you can examine the data in vtenext and extrapolate them from differe...
14.9 Export/Import PDF Template
You can import or export the templates of the PDF Maker module in XML format using the appropriat...