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16.2 Roles

User Manual vtenext 22.05.1 16 Hierarchical roles and user profiling

Roles underpin the entire security system, each of which is based on a profile. The administrator...

Updated 1 year ago by Admin

16.1.1 Create new profile

User Manual vtenext 22.05.1 16 Hierarchical roles and user profiling

STEP 1: Once on Settings > Profiles, press New Profile: STEP 2: in the configuration window fo...

Updated 1 year ago by Admin

16.1 Profiles

User Manual vtenext 22.05.1 16 Hierarchical roles and user profiling

The profile defines the privileges of a user in regard to access to, and use of, vtenext modules ...

Updated 1 year ago by Admin

16 Hierarchical roles and user profiling

User Manual vtenext 22.05.1 16 Hierarchical roles and user profiling

You can access the Check User Login section using the Settings item, present in the menu of the a...

Updated 1 year ago by Admin

17.17 Klondike A.I. connector

User Manual vtenext 22.05.1 17 vtenext customization: advanced sett...

From vtenext 20.04 in settings is available the new additional plug in Klondike AI. It allows to ...

Updated 1 year ago by Admin

17.15 Mail Converter

User Manual vtenext 22.05.1 17 vtenext customization: advanced sett...

The Mail Converter is a tool that allows you to read one or more mailboxes and, when a condition ...

Updated 1 year ago by Admin

17.14 Field Formulas

User Manual vtenext 22.05.1 17 vtenext customization: advanced sett...

Field Formulas are custom fields that handle simple calculations and generate the result directly...

Updated 1 year ago by Admin

17.13 List view colours

User Manual vtenext 22.05.1 17 vtenext customization: advanced sett...

Allows for the application of custom colours of views by list, or related list, based on the valu...

Updated 1 year ago by Admin

17.12 Menu Settings

User Manual vtenext 22.05.1 17 vtenext customization: advanced sett...

This allows you to choose the main modules, and the order of items, of your CRM, which will be ...

Updated 1 year ago by Admin

17.11 Encrypted Field Editor

User Manual vtenext 22.05.1 17 vtenext customization: advanced sett...

The encrypted field editor allows you to protect the content of a field by means of an access pas...

Updated 1 year ago by Admin

17.10 Linked picklist editor

User Manual vtenext 22.05.1 17 vtenext customization: advanced sett...

Configuring Linked Picklist fields means establishing a dependency between the values of two drop...

Updated 1 year ago by Admin

17.8 Standard Picklist Editor

User Manual vtenext 22.05.1 17 vtenext customization: advanced sett...

It allows you to modify the content of Picklists, adding or modifying the values present, and ass...

Updated 1 year ago by Admin

17.7.3 Modules Manager and Layout Editor

User Manual vtenext 22.05.1 17 vtenext customization: advanced sett...

The Modules Manager allows for the activation and deactivation of all modules within the CRM, b...

Updated 1 year ago by Admin

17.7.2 Custom fields mapping for Leads conversion

User Manual vtenext 22.05.1 17 vtenext customization: advanced sett...

For the Leads module only, you can map the custom fields for the transfer of content to the Accou...

Updated 1 year ago by Admin

17.7.1 BUTTON field in vtenext

User Manual vtenext 22.05.1 17 vtenext customization: advanced sett...

The button field, present in SETTINGS > MODULE MANAGER > MODULE NAME > LAYOUT EDITOR, allows us t...

Updated 1 year ago by Admin

17.7 Layout editor

User Manual vtenext 22.05.1 17 vtenext customization: advanced sett...

From Settings > Business Process Manager > Module name (es. Accounts) is possible to access to La...

Updated 1 year ago by Admin

17.6.2 Other functions on modules

User Manual vtenext 22.05.1 17 vtenext customization: advanced sett...

Unistall, import, export Uninstall the module: it will no longer be usable and the...

Updated 1 year ago by Admin

17.6.1 Create new module

User Manual vtenext 22.05.1 17 vtenext customization: advanced sett...

STEP 1: Module informationThe explanation of the individual entries can be found next to the fiel...

Updated 1 year ago by Admin

17.6 Modules Creator

User Manual vtenext 22.05.1 17 vtenext customization: advanced sett...

This tool allows for the autonomous creation of entire modules integrated perfectly within the st...

Updated 1 year ago by Admin

17.5 Wizard Creator

User Manual vtenext 22.05.1 17 vtenext customization: advanced sett...

The "Wizard Creator" function allows the administrator to create guided procedures (called wizard...

Updated 1 year ago by Admin