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6.1.4 Special variables in the newsletter template
Refer to the previous sections for the general template configuration instructions. There are spe...
6.1.5 “Create Newsletter” wizard
As explained in section 6.1, the create/send procedure can be facilitated with the "Create Newsle...
5.5 Notification Module
vtenext keep users informed of the data of interest by means of the Notifications tool.Each user ...
5.5.1 vtenext version update notification
From version 19.10 you can receive a notification from the CRM when a new vtenext version update ...
5.6.1 Documents revision and sharing
Document revisions can be managed by means of the “Add Revision” button in the OTHER tab. On...
5.6.2 Create new document from related list
Opening DOCUMENTS in a CRM entity makes it possible to upload one or more files using drag and dr...
5.7 Notes
Notes can be found in the vtenext records, located at the bottom left (available in most modules)...
5.2.1.1 Set Centralized Signature
The Centralized Signature makes it possible to set a default signature, identical for all crm use...
5.2.2 Writing and reading emails
There are three equivalent options to send an email, e.g. to a contact: 1. clicking on the email...
5.2.3 Email Functions
Compose a new email. Download emails from the email server ...
5.2.4 Emails Sharing
To share an email with another user, simply open a conversation on the email concerned. The “Conv...
5.2.5 .ics support for calendar
Attachments in .ics format are identified as invitations to attend an appointment and they create...
5.2.7 Mass email
A mass mailing tool is available send an email to multiple recipients (20 max) in a single shot. ...
5.3 Email Templates
The vtenext admin user can make email templates available to other users for use for single email...
4.5 Import and export activities
To import or export Activities between vtenext and other applications, the standard iCalendar for...
4.6 Book me - Make an appointment
Version 21.01 onward includes the new Book me function to make appointments based on the calendar...
5 Personal communication tools
The main purpose of a CRM system is management of customer relationships, in regard to which comm...
5.1 Outbound mail configuration (SMTP)
To activate the transmission of emails from CRM, fill in the SMTP server data in Settings > Mail ...
5.2 Messages Module
The vtenext Messages module uses the IMAP email account. You can work on emails through vtenext a...
5.2.1 IMAP configuration and folders
To proceed with the email configuration you need to open the module Messages: First of all yo...