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3.6 Mass Edit
The Mass Edit function is useful for rapid updating of fields in one or more selected records. F...
4 Calendar and Activities
The vtenext calendar allows you to award a priority to your activities, specifying the users or c...
4.1.1 Edit and Duplicate an Event
You have two ways to edit or duplicate an event: BY DRAGGING If you drag an event to a diffe...
4.2 To-Dos
To-dos are always assigned to a user or a group of users; it is not however possible to invite ot...
4.3 Shared Calendar and preferences
The user can set up several fields from the calendar settings icon (accessible also from User Pr...
4.4 Shared calendar access and events visibility
To manage privileges to view and edit the calendar it is essential to know the Sharing Access (fr...
3.4 Vendors
The Vendors module contains the business name records that correspond to companies that supply go...
3.5 How to import and export records
If authorised by admin, you will find two specific buttons for data Import/Export in the vtenext ...
3.5.2 How to format the CSV file
Data must be in ASCII format with values separated by commas or semi-colons. The csv format is fr...
3.5.4 Checking duplicates in a module
You can check for the presence of duplicates in a module by means of a wizard. To launch the dup...
3.5.5 Save Mapping
All users can perform a uniqueness check on each module by means of the "Find Duplicates” button ...
3 Customers records and basic data management
vtenext identifies 4 types of customer records: Leads: potential customers; Accounts: acquire...
3.1 Leads
A lead is a potential customer whose interest in the products or services offered by your company...
3.1.1 Lead creation
Creating a new lead: to create a new record, access the LEADS module and click on the button ...
3.1.2 Lead conversion
A show of interest from the lead in relation to your proposal corresponds to the opening of a com...
3.1.3 Lead Conversion Process
If you go to Settings -> Process Manager you can find the new Lead Conversion Process which can b...
3.2 Accounts
The accounts module contains the records concerning the corporate titles of: Customers; Poten...
3.3 Contacts
Contacts contains the lists of the physical persons with whom relations have been established: ...
2.6 Filters
The filters facilitate CRM search activities. Setting up a filter means creating a search system ...
2.6.1 How to create a Filter (standard filters, advanced filters, filters based on report, kanban)
The following section explains how to create a customised filter starting from a list of accounts...