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14.8 PDF file name

User Manual vtenext 22.05.1 14 PDF Maker

In the PDF Maker Settings tab, you can define the name of the output PDF file. This option allows...

Updated 1 year ago by Admin

14.7 Custom Functions in PDF

User Manual vtenext 22.05.1 14 PDF Maker

It is possible to define custom functions for data processing within the PDF Maker. To add a cust...

Updated 1 year ago by Admin

14.6 Products Images in PDF

User Manual vtenext 22.05.1 14 PDF Maker

In the product block models, you can also add thumbnails related to the images uploaded in the pr...

Updated 1 year ago by Admin

14.5 Export to PDF

User Manual vtenext 22.05.1 14 PDF Maker

To generate a PDF, access the main module registry (e.g.: Quotes) and click the Other button in t...

Updated 1 year ago by Admin

14.3 Barcodes

User Manual vtenext 22.05.1 14 PDF Maker

It is possible to insert barcodes inside the template through the "Other information" Tab: It ...

Updated 1 year ago by Admin

14.2 Products block within PDF templates

User Manual vtenext 22.05.1 14 PDF Maker

For the Quotes, Sales Orders, Purchase Orders and Invoices modules, you can insert the product bl...

Updated 1 year ago by Admin

14.1.2 Insert tables in PDF

User Manual vtenext 22.05.1 14 PDF Maker

To create a table in the PDF Maker, simply use the appropriate function in the editor, which is h...

Updated 1 year ago by Admin

14.1.1 Insert images in PDF

User Manual vtenext 22.05.1 14 PDF Maker

Press the Image button in the editor: URL insert the URL of the image (if alread...

Updated 1 year ago by Admin

14.1 Create a PDF template

User Manual vtenext 22.05.1 14 PDF Maker

To create a new template for the PDF Maker module, click on the ADD TEMPLATE key or button on the...

Updated 1 year ago by Admin

14 PDF Maker

User Manual vtenext 22.05.1 14 PDF Maker

The PDF Maker module allows you to create PDF documents that are generated with the rationale of ...

Updated 1 year ago by Admin

15.4 Synchronizations

User Manual vtenext 22.05.1 15 Other Functions

From vtenext settings the crm synchronization function can be accessed with other applications. T...

Updated 1 year ago by Admin

15.3 License and number of users

User Manual vtenext 22.05.1 15 Other Functions

The Copyright and the License icon is found on the bottom right-hand corner of all vtenext pages;...

Updated 1 year ago by Admin

15.2 My Sites

User Manual vtenext 22.05.1 15 Other Functions

This area allows you to view websites of interest directly on vtenext. The system is also very us...

Updated 1 year ago by Admin

15.1 RSS

User Manual vtenext 22.05.1 15 Other Functions

It is possible to provide constant and real time updates to all vtenext users through the RSS Fee...

Updated 1 year ago by Admin

16.10 Check User Login

User Manual vtenext 22.05.1 16 Hierarchical roles and user profiling

Again, as an administrator user, you can view failed login attempts for each user and if they hav...

Updated 1 year ago by Admin

16.9 User Login History

User Manual vtenext 22.05.1 16 Hierarchical roles and user profiling

As a vtenext administrator, you can monitor access to the system and view the history of each use...

Updated 1 year ago by Admin

16.8 Audit Trails

User Manual vtenext 22.05.1 16 Hierarchical roles and user profiling

The Audit Trails function allows the system administrator to know what a user has done in vtenext...

Updated 1 year ago by Admin

16.7 Advanced Sharing Access

User Manual vtenext 22.05.1 16 Hierarchical roles and user profiling

This allows you to extend data access permissions for a user on a specific module, based on rules...

Updated 1 year ago by Admin

16.6 Access Field

User Manual vtenext 22.05.1 16 Hierarchical roles and user profiling

The available function is used to control the visibility of the fields in the various modules on ...

Updated 1 year ago by Admin

16.5.2 Custom Rules

User Manual vtenext 22.05.1 16 Hierarchical roles and user profiling

At the bottom of the Sharing Access panel, you can create exceptions to the permissions that you ...

Updated 1 year ago by Admin