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In all modules that involve master data, is possible to import data from CSV files, clicking on t...

If authorised by admin, you will find two specific buttons for data Import/Export in the vtenext ...

The accounts module contains the records concerning the corporate titles of: Customers; Poten...

Creating a new lead: to create a new record, access the LEADS module and click on the button ...

A lead is a potential customer whose interest in the products or services offered by your company...

vtenext identifies 4 types of customer records: Leads: potential customers; Accounts: acquire...

To import or export Activities between vtenext and other applications, the standard iCalendar for...

To-dos are always assigned to a user or a group of users; it is not however possible to invite ot...

In the Calendar module you can click the green create button or click on the agenda area, draggin...

Notes can be found in the vtenext records, located at the bottom left (available in most modules)...

Document revisions can be managed by means of the “Add Revision” button in the OTHER tab. On...

vtenext features a simple but invaluable documents manager. Documents manager main characteristi...

From version 19.10 you can receive a notification from the CRM when a new vtenext version update ...

The vtenext admin user can make email templates available to other users for use for single email...

A mass mailing tool is available send an email to multiple recipients (20 max) in a single shot. ...

Layout: change the emails list layout Filters: set up filter rules for automatic trans...

Attachments in .ics format are identified as invitations to attend an appointment and they create...

To share an email with another user, simply open a conversation on the email concerned. The “Conv...

Compose a new email. Download emails from the email server ...

The main purpose of a CRM system is management of customer relationships, in regard to which comm...